Why advisors trust the architecture
Before you upload a logo or generate a report, understand the boundary: client books stay on the edge; our servers do not warehouse raw ledger rows for this workflow.
Stateless Edge Processing
Report generation runs in your browser. Client ledger rows are not warehoused on our servers for PDF inference — reducing third-party data liability.
White-Labeled Client Reports
Upload your firm logo and preview branded portfolio teardowns instantly. High-resolution PDF export with Corporate License.
GDPR-Aligned Architecture
Built for advisors who cannot treat client books as SaaS inventory. Edge-compute by construction, not policy slides alone.
Interactive Architecture Demonstration
Interactive Terminal: Test the Edge-Generation Engine
Logo upload and report preview run in your browser. Sample data is shown until you import trades — no raw client ledger is sent to our servers for this demo.
No portfolio data found. Showing sample data. Import trades to generate real reports.
Logo files stay in your browser for preview and PDF generation — not uploaded to our servers for this workflow.
Live Report Preview
Institutional print layout (obsidian / amber). Corporate License exports the same design as crisp vector PDF — not a screen screenshot.
Preview watermark removed with Corporate License
Requires Corporate License ($100/mo) • Get License →
Corporate License
Unlimited high-resolution PDF downloads, custom firm branding, and priority support — built for practices that cannot warehouse client books on third-party SaaS.