Features
Instant trade settlement with double-entry accounting
Real-time intraday portfolio value tracking
Granular computation of buying power, selling power, withdrawable cash
Track deposits, ACATS, checks, and corporate actions in real time
Customizable ledgers per asset class or strategy
High throughput and low latency with multi-region cloud hosting
Immutable backups and audit-ready data storage
Reduce custodian reconciliation overhead
White-glove onboarding support
Ingest regulatory filings and incident data at scale
Surface hidden legal signals from fragmented sources
Apply deep legal context to transform data into structured intelligence
AI agentic reasoning to identify and prioritize emerging exposure
Real-time monitoring of 5 million+ signals monthly
Cover 50+ legal exposure categories
Generate automated valuation memos for potential litigation
Autonomous orchestration of actions on detected risks
Unified case discovery, evaluation, and portfolio management (beta)
Always-on legal red team capability
Monitor litigation patterns and market activity
Connect real-time exposures to responsible teams
No self-service or free tier (enterprise only)