Solution Brief · Wealth Modernization
Modernize wealth without fragmenting the client.
Bring the whole client relationship onto one household graph — portfolio, accounts, and banking — on the same client identity as the rest of the bank.
The problem
The advisor knows the portfolio but not the person — because the book, accounting, trading, and supervision live in four systems, and the client’s banking relationship in a fifth nobody in wealth can see.
The platform behind it
Horizon
Wealth, keyed to the household.
- One household graph with held-away aggregation
- Discretion enforced at the order, not in a memo
- Supervision that builds its own evidence record
- One client identity across wealth and banking
Requires Nucleus BankOS.
Explore HorizonHow it fits
It holds together because every Adapfin product runs on one core:
One ledger
Every product posts to the same double-entry GL — no extracts, no second version of the truth.
One customer identity
The same record across deposits, lending, wealth, treasury, digital assets, and embedded brands.
One control environment
RBAC, dual control, and approval chains enforced at the moment of action.
One audit trail
Every action and decision in one immutable record — exam-ready by default.
See it with demo data, or join the founding-partner cohort.