Why choose Graphene Platforms?
Graphene is the intelligent infrastructure powering modern wealth platforms.
We’re not just a platform provider – we’re the infrastructure beneath the next generation of them.
What’s Inside
the Graphene Layer
The complete foundation for running and scaling your own branded wealth platform.
Let's connect
THE GRAPHENE FABRIC
Four layers. One fabric.
Every component connected - from data foundation to client experience - without stitching together multiple vendors or building from scratch.
Your data. Your cloud.
Total sovereignty.
Every client receives their own private data foundation. Full sovereignty, real-time access and visualisation built in - not bolted on. The single source of truth your entire operation runs from.
- Private dedicated data cloud
- Full data sovereignty
- Real-time API & SFTP egress
- BI platform & automation
Records
2.4M
Live
Sources
48
Connected
Uptime
99.9%
30 days
Institutional capability. Without the institutional build cost.
Custody rails via SEI - $1.7 trillion AUA, Nasdaq-listed. Global settlement, multi-currency, PMS, tax reporting, performance analytics. 400+ approved wrappers.
- Wealth Platform Gateway
- Multi-currency, multi-jurisdiction
- Global custody & settlement
- 400+ approved product wrappers
Portfolio Management
Active
Custody & Settlement
Active
Tax & Reporting
Active
Performance Analytics
Active
Your business workflows.
Your client journey.
Your advisers' workflows. Your client journey. Our technology layer sits above the infrastructure and is fully configurable - orchestrated to how you work.
- Client Discovery (fact find / risk)
- Branded adviser & client portals
- Document Composer
- Configurable per business line
YOUR BRAND
Welcome back, James
Portfolio Value£1.2m
Today+0.8%
We run with you.
Not beside you.
A named team embedded within your operation - managing reconciliation, regulatory workflows, compliance frameworks, migration programmes and adviser adoption.
- Embedded operations team
- Migration programme management
- Adviser training & adoption
Audit trail complete
Services
Everything you need. Nothing you don't.
We're not just a platform provider - we're the infrastructure beneath the next generation of them.
01
Custody & Execution
Multi-asset, multi-jurisdictional custody with integrated execution. Corporate actions, reconciliations, and cash processing fully handled.
02
Client & Adviser Experience
Branded adviser and investor portals. Portfolio views, transaction histories, document vault, and secure messaging.
03
Onboarding & KYC
Omnichannel onboarding with biometric verification, e-acceptance, and ongoing AML/KYC monitoring. Configurable for any journey type.
04
Portfolio Management & Orders
Model creation, drift management, bulk rebalancing. Integrated OMS with FIX connectivity and broker agnostic routing.
05
Performance & Tax Reporting
TWR/MWR performance and attribution. Tax packs, 200+ report templates, and full regulatory reporting suite.
06
Data Cloud & Intelligence
Dedicated private data cloud. Structured, normalised, auditable. Real-time MI dashboards extendable to client-facing views.
07
Wrappers & Retirement
Full suite: ISA, GIA, JISA, SIPP, trusts, offshore and onshore bonds. No re-platforming needed as you scale.
08
Compliance & Oversight
Embedded monitoring for Consumer Duty and operational resilience. Full audit trails with automated exception handling.
09
Embedded Graphene Team
A named team within your operation. Daily collaboration, structured onboarding, and intelligent automation from go-live.
