Every entity, vault and venue on one live screen. Native, not a copy.
A built-in snapshot and time-series engine, sub-second WebSocket updates and native multi-pool, multi-venue consolidation - all reading the live source, not a delayed BI copy. Included in every product, extended into a single executive screen for multi-entity operations.
Talk to our teamLeadership wants one honest picture of the whole operation, across every entity, vault and venue, updated now rather than at the end of the day. Bolting a BI tool onto exported data gives a delayed, partial copy. This visibility layer reads the platform's own live source, consolidates multi-pool and multi-venue positions natively, and presents executives a single screen, included in every product and extended into a dedicated oversight panel for multi-entity customers.
Visibility & Executive Oversight
- Nested portfolio donut: pool distribution with invested and credit split
- Multi-period change: now, 1h, 24h, 1w, 1m
- Recent flows, KYC and security level, P&L, risk indicators
- SmartChart with OHLC plus RSI and EMA
- Sub-second updates over WebSocket from the live source
- Built-in snapshot and time-series engine, no external TSDB
- Reports, exports, admin panel, platform health
- Multi-pool and multi-venue consolidation, non-custodial
On the live source, not a copy.
A BI dashboard works on a delayed export. Reading the platform's own live data, with consolidation built in, is a different class of visibility.
Live, not delayed
Data already lives inside the platform, so you see the live source over sub-second WebSocket rather than a periodically refreshed copy in a separate BI tool.
Consolidation native
Multi-pool and multi-venue roll-up is built in. A general BI tool needs heavy integration to reproduce what arrives here by default.
No external stack
A built-in snapshot and time-series engine means there is no separate database, no Prometheus and no extra data pipeline to operate.
Included, then extended
Visibility ships inside every product. For family offices, holdings and multi-pool funds it extends into a consolidated Executive Oversight panel that rolls the whole operation onto one screen.
Aggregate, watch, report.
Aggregate
Entities, vaults and venues roll up into one consolidated view automatically.
Watch
Track distribution, multi-period change, flows, P&L and risk live over WebSocket.
Report
Export reports, review platform health, and give executives a single oversight screen.
Questions executives ask.
Is this just a dashboard?
No, and we do not sell it as one. It is a live visibility layer included in every product, plus an Executive Oversight panel that consolidates every entity and venue on one screen, native and sub-second.
How is it different from Grafana or Tableau?
Those work on a delayed copy of your data and need heavy integration. This reads the platform's own live source over WebSocket, with multi-pool and multi-venue consolidation built in.
Do we need to run a separate data stack?
No. A built-in snapshot and time-series engine handles history, so there is no external database or extra pipeline to operate.
Can executives get a single consolidated view?
Yes. The Executive Oversight panel rolls up entities, vaults and venues into one screen with P&L, risk and flows, for family offices, holdings and multi-pool funds.
How current is the data?
Sub-second, over WebSocket, from the live source, with change windows from now through one month.
See everything on one screen.
Give your team and executives a live, consolidated, non-custodial view across every entity and venue.
Talk to our team