AI-powered practice management, with custody and execution built in — one place to run, grow, and scale your firm.
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Meeting notes, client records and holdings, bundled in the free tier.
Coming Soon
Dealing, rebalancing and custody on one ticket. Accounts open the same day.
Notes, clients, cases and holdings in one place, so an independent adviser stops paying a tax in tab-switching.
The day laid out once: what is booked, what is owed, and who is waiting on you.
Ask a plain-English question and get the client, the file or the note back at once.
Automatic meeting notes with action items, follow-ups, and compliance tagging.
Instantly extract and categorise data from any financial document.
Draft the suitability report straight from the meeting record and the client file.
Unified view of all client holdings across every platform and custodian.
Follow-up mail drafted in your own register, waiting for one read and one click.
One set of data and one set of controls across every firm you own.
Run several firms as one group: shared permissions, one reporting line, nothing reconciled by hand.
Get new advisors up and running in hours, not weeks. Automated setup and training.
Bulk-process documents across all firms with intelligent extraction and filing.
Enterprise-grade data isolation between firms with shared analytics and oversight.
Regulatory permissions and an independent audit are both in flight.
Second factor on every account, encryption at rest and in transit.
Written in-house and hosted on estate we control end to end.
Onyx Securities Limited is a fictional entity used for demonstration only. Nothing shown on this page is an offer of custody, dealing or execution services, an invitation to apply for any service, or financial advice of any kind.