Forward-Deployed Engineering
Graphene
Three Core Services

The Operating System for modern wealth.

Two platforms, data and rails, run as one by an embedded operational and success function. The system a firm's entire business runs on.

Three Core Services

Two platforms, data and rails, run as one by an embedded operational and success function.

Graphene
Core Service 01

Data Cloud

Your own system of record.

  • A sovereign data warehouse the firm owns (UK/EU)
  • Every source unified, real-time, open and AI-ready
  • Visualisations, automations, integrations, data marketplace, AI-ready
Graphene
Core Service 02

Wealth Gateway

Tier-1 rails, turnkey under your brand.

  • Onshore and offshore global custody
  • Trading and settlement with access to 500+ wrappers
  • Tax & performance reporting, portfolio management tools, portals
Graphene
Core Service 03

Embedded Operations

What glues them together.

  • A forward-deployed team that runs both platforms inside the firm. Institutional-grade operations that scale like software, not headcount.
The Platform

One regulated infrastructure layer. Every function. No assembly required.

Graphene brings together every critical component into a single regulated infrastructure fabric through which firms can run their entire business, from onboarding to reporting, without stitching together multiple vendors or building complex infrastructure.

Wealth firms currently stitch together six to twelve vendors to operate their business. Graphene replaces that entire stack with one regulated infrastructure layer: from onboarding to reporting, from custody to compliance, under one FCA authorisation.
Platform Topology
Graphene platform topology
Capability
Stack
  • Portfolio Management System
  • Third Party Risk Management
  • Adviser Portal
  • Investor Portal
  • Client Reporting
  • Performance Analysis
  • Tax Calculation System
  • Fees and Billing
  • Multi-Jurisdictional Custody
  • Trading & Execution
  • Cash & FX
  • Product Wrappers
  • Client Workflows & Brand
  • Business Intelligence
Core Service 01 · Data Platform

Data Cloud: the firm's own real-time system of record.

What they have today
  • Data scattered across 6-12 systems. No single source of truth
  • Trapped in vendor tools; no control or egress of your own data
  • Upwards of $250k of costs
  • No clean foundation for reporting, MI or AI
What Graphene Provides
  • A sovereign warehouse for the firm. One real-time system of record
  • Every source unified; open formats, full lineage and control
  • An AI-ready foundation for reporting, MI and board insight
Per-client Isolated Architecture
Graphene data cloud architecture: hardware, network, data, application layers
Core Service 02 · Wealth Gateway

Institutional Wealth Gateway: tier-1 rails, turnkey, tailored exactly to firm's requirements.

What they have today
  • Clients placed on third-party retail platforms. The client (and ~0.3%) handed away.
  • Different processes, fees and service on each; operational risk
  • Build it yourself: £10m+, 3-5 years, only economic above ~£10bn AUA
What Graphene Provides
  • A tier-1 institutional engine, syndicated and turnkey, under your own authorisation
  • Custody, trading, 500+ wrappers, tax, performance, onboarding, adviser tools and reporting
  • Live in 3-6 months. Institutional capability without the institutional build. Minimal execution risk.
Under the firm's brand & FCA authorisation
Global custody & settlement
Trading & OMS/PMS
500+ tax wrappers
Tax & performance tools
Onboarding & adviser tools
Client reporting & portals
Graphene Operating Layer
Implementation · Migration · Monitoring · SWAT team
Core Service 03 · Embedded Operations

Embedded Operations: built once at the top, then syndicated down to every firm.

The old way: every firm builds and staffs its own operations. No experience, no budget, costly, risky, and it doesn't scale. We do the opposite.

The Graphene Operating Core
Glued together & build it once
Embedded customer success
Best-practice playbooks
Compliance & governance
Monitoring & SLAs
▼ ▼ ▼ ▼ ▼
Syndicated down to every firm
Futura
Runs on the core
Arbion
Runs on the core
Client 03
Runs on the core
Client 04
Runs on the core
+ more firms
Runs on the core
What they have today
  • Software alone doesn't run a regulated business
  • Compliance, middle-office & governance pile up cost, risk and key-person fragility
  • Scaling the business means scaling headcount
What Graphene Provides
  • Each new firm runs on the same core.
  • Quality compounds, unit cost falls, and the standard stays under our control. It scales like software.
Forward-Deployed Engineering

We embed in the operation, then build the system around it.

Case study A discretionary investment management firm
Teams engaged
  • Compliance
  • Investment
  • Operations
  • Marketing
Discovery themes
  • Issues within the chain
  • Understanding the whole operation
  • Connecting the dots
A Forward-Deployed Build

Custom infrastructure, delivered by our team as an extension of yours.

Fig. 01 — The Five-Year Mousetrap

Five years locked in. And it tightens every year.

Sign the five-year term, migrate every asset, switch on revenue, embed our operations, then deepen orchestration. Each step puts more of the firm on Graphene, until by renewal there's nothing left to switch.

1
Migrate Assets
£100s m AUA moved in
2
Generate Revenue
Platform economics switch on
3
Embed Ops
We run the firm
4
Orchestration Deepens
50+ processes configured
5-YR
Locked terms
100%
Gross retention
Zero
Churn, ever
↑ Net
Revenue expands
The challenge

Before
With