What’s Inside

the Graphene Layer

The complete foundation for running and scaling your own branded wealth platform.

Custody & Execution

Multi-asset class, multi-jurisdictional custody
Trading in listed securities, funds, fixed income – with integrated execution partners
Corporate actions, reconciliations, cash processing fully handled

Client & Adviser Experience

Branded adviser
Branded investor portals
Portfolio views, transaction histories, customised client reporting
Document vault, secure messaging

Onboarding & KYC

Seamless, omnichannel onboarding
Biometric ID verification, e-acceptance, digital T&Cs
Ongoing AML/KYC monitoring — not just point-in-time
Configurable for adviser-led, hybrid, or digital journeys

Portfolio Management & Orders

Model creation, drift management, bulk rebalancing
Simulation tools to test CGT, allocation impact, compliance
Integrated OMS with automated blotters + post-trade matching
FIX connectivity + broker agnostic routing

Performance & Tax Reporting

TWR/MWR performance, attribution, benchmark comparison
Tax packs: CGT, consolidated income, disposal summaries
200+ self-serve report templates
Regulatory reporting (MiFIR, FATCA/CRS, ISA/JISA, SRD II)

Data Cloud & Intelligence

Dedicated Private Data Cloud
Structured, normalised, auditable – your “single source of truth”
Real-time MI dashboards for board, ops, and compliance
Extendable to client-facing views and apps

Wrappers & Retirement

Full suite: ISA, GIA, JISA, SIPP, trusts, offshore & onshore bonds
Embedded wrapper relationships and infrastructure
No re-platforming or re-papering needed as you scale

Compliance & Oversight

Embedded monitoring for Consumer Duty & operational resilience
Full audit trails, edit history, and compliance MI
Exception handling automated through middle-office middleware

Embedded Graphene Team

Daily collaboration via Teams & Slack
Weekly reviews, monthly outcomes, quarterly leadership meetings
Structured onboarding with a dedicated go-live plan
Intelligent automation and workflow optimisation programme from go-live

Ready to explore how Graphene could power your platform?