For the client
Appoint a manager, define permitted investments and limits, follow decisions and pause or revoke authority.
AUDITABLE ASSET MANAGER
One connected experience for clients, asset managers and the bank. Clear mandates. Confidential strategy. Evidence behind every decision.
Available as a non-value Testnet workflow. No real funds or external execution.
THREE PERSPECTIVES · ONE AGREEMENT
Appoint a manager, define permitted investments and limits, follow decisions and pause or revoke authority.
Work within approved mandates, prepare investments, document your judgment and keep proprietary research restricted.
Assess manager permissions and suitability, review exceptions and reconstruct the decision trail.
A GUIDED INVESTMENT JOURNEY
John Connor chooses a manager, allocation, asset classes, fees and boundaries.
The bank reviews authority, suitability and the exact mandate before activation.
The manager records an explanation and restricted rationale. The system checks cash, holdings and mandate limits.
Permitted instructions fill in the Testnet simulator. Advisory and threshold-based approvals stay explicit.
Retain reports, inspect audit records and verify evidence. Revocation stops new decisions and cancels unfilled simulated instructions.
PRIVATE STRATEGY · CLEAR RESPONSIBILITY
Clients receive understandable explanations. Authorized oversight retains access to the evidence it needs. Proprietary research stays in restricted records; it is not published to the chain.
An optional zero-knowledge range proof can verify that a committed allocation sits within the mandate’s limit without disclosing the exact allocation.
Experimental Testnet proof. It does not prove suitability, correct prices, complete holdings or regulatory authorization.
Actor and policy attribution, encrypted records, independently checked proof receipts and exportable portfolio reports.
Explore oversightBUILT FOR THE BANKING ECOSYSTEM
A named, accountable identity for each client, manager and reviewer. Banking mandates grant investment authority separately.
Controlled allocations, decision records and Testnet evidence in a coherent experience. No client details or strategy are published.
A defined boundary for future Matching Engine and provider routes. OVRYDE supports institution-specific configuration and rollout.
The module supports MiFID II/MiCA-related workflows and documentation. Software use does not confer authorization or establish regulatory compliance. Production execution, live valuations and complete regulatory reporting require further acceptance.