The Get set up checklist for a new workspace, and a current map of where everything lives.
The self-serve chart builder for any business measure, shareable by URL.
Portfolio liability across the funded book, concentration by product or account size, and a profit-versus-liability scatter with an adjustable review threshold.
Configure 12 detector types, turn patterns into classification labels, and decide which labels open a Case.
The governed definition behind every reported number, plus how to author a firm-specific metric and attach a Case condition.
The conversational AI available on every page — its setup, how to question it, and what it will not do.
The workspace's connector inventory: trading platforms, revenue and payout sources, identity checks and acquisition spend, with health status and one elected source per financial book.
Cross-firm signals for traders your firm already knows: anonymous counts, evidence states and dates, never another firm's identity or records.
The firm's order book: verified revenue, order status, filters and every order's receipt and checkout identifiers.
