End-to-End Infrastructure Platform for Financial Regulatory Workflows.
End-to-End Infrastructure Platform for Financial Regulatory Workflows.
End-to-End Infrastructure Platform for Financial Regulatory Workflows.
Unify regulated document generation, delivery, and tax reporting on one API-first platform. Built for scale. Zero legacy code. Covering all asset classes: securities, digital assets, options, fixed income, prediction markets, tokenized securities, and alts.
Unify regulated document generation, delivery, and tax reporting on one API-first platform. Built for scale. Zero legacy code. Covering all asset classes: securities, digital assets, options, fixed income, prediction markets, tokenized securities, and alts.
Why Legacy Infrastructure Fails
Financial regulatory infrastructure is built on decades-old, rigid technology, evolved through years of patches and mergers and acquisitions. This makes the core systems fragile and disjointed, preventing institutions from modernizing or innovating.
Cost
Modern Cloud Native Infrastructure: Replacing decades-old legacy systems with elastic, scalable, secure cloud architecture built for the next decade of fintech growth. Our platform delivers more value at a fraction of the operational cost of legacy providers.
Flexibility
Risk
Why Legacy Infrastructure Fails
Financial regulatory infrastructure is built on decades-old, rigid technology, evolved through years of patches and mergers and acquisitions. This makes the core systems fragile and disjointed, preventing institutions from modernizing or innovating.
Cost
Modern Cloud Native Infrastructure: Replacing decades-old legacy systems with elastic, scalable, secure cloud architecture built for the next decade of fintech growth. Our platform delivers more value at a fraction of the operational cost of legacy providers.
Flexibility
Risk
Why Modern Infrastructure Wins
Why Modern Infrastructure Wins
Build core financial reporting on systems that deliver clarity, speed, and confidence.
Instant Scale
10M+ documents delivered in under 10 minutes.
Instant Scale
10M+ documents delivered in under 10 minutes.
Instant Scale
10M+ documents delivered in under 10 minutes.
Rapid Onboarding
Launch fast. Replace legacy systems without the friction.
Rapid Onboarding
Launch fast. Replace legacy systems without the friction.
Rapid Onboarding
Launch fast. Replace legacy systems without the friction.
Cost Efficient
Serverless infrastructure keeps unit costs low.
Cost Efficient
Serverless infrastructure keeps unit costs low.
Cost Efficient
Serverless infrastructure keeps unit costs low.
Iris in a Nutshell
Introducing the Unified Cloud Infrastructure for Critical Financial Reporting.
Cloud-Native Foundation
Replacing decades-old legacy systems with elastic, scalable, secure cloud architecture built for the next decade of fintech growth. Our platform delivers more value at a fraction of the operational cost of legacy providers.
Aggregated Data
Produce portfolio-level consolidated statements by combining multiple diverse data sets from multiple different sources, including accounts held away.
Ease of Integration
No data transformation required; full support for custom data or common books and records, including Phase3, Intelliclear, Broadridge, Torstone, and many others
Iris in a Nutshell
Introducing the Unified Cloud Infrastructure for Critical Financial Reporting.
Iris in a Nutshell
Introducing the Unified Cloud Infrastructure for Critical Financial Reporting.
Cloud-Native Foundation
Replace legacy systems that limit performance and put an undue burden on your internal resources.
Ease of Integration
No data transformation required; full support for custom data or common books and records, including Phase3, Intelliclear, Broadridge, Torstone, and many others
Aggregated Data
Produce portfolio-level consolidated statements by combining multiple diverse data sets from multiple different sources, including accounts held away.
Regulatory Reporting, Solved.
Regulatory Reporting, Solved
From client statements to IRS filing, unified in one cloud platform.
Regulated Communications
Regulated Communications
Flexible Document Workflows with Modern Branding
Flexible Document Workflows
with Modern Branding
Automate the entire document lifecycle from generating branded, digital-first statements to 17a-4 WORM storage with on-demand, self-service retrieval.
Designed for the people who actually use it
Designed for the people who actually
use it
An integrated platform supporting compliance, operations, engineering, and brand teams that reduces manual work, minimizes error-prone processes, and eases audit burdens.
Tax Reporting
Tax Reporting
Complete end-to-end 1099 processing
A unified solution for generating, filing, and distributing all types of 1099s, removing complexity, reducing risk, and streamlining your entire tax document workflow.
Built for accuracy, compliance, and scale
Automates validation and compliance checks to cut manual effort, prevent costly mistakes, and strengthen oversight across high-volume filing operations.
Cost Basis Infrastructure
Cost Basis Infrastructure
Accurate From Day One
Accurate From Day One
Deliver complete, regulator-ready cost basis data. Accuracy stays high even under heavy trading volumes.
Fewer Exceptions, Faster Resolution
Fewer Exceptions, Faster Resolution
Cut down on manual reviews with built-in reconciliation, exception surfacing, and transparent audit trails. Teams get answers fast, and customers get clean, reliable tax data.
Trusted by Industry Leaders
Trusted by Industry Leaders
Built by Infrastructure Veterans
Built by Infrastructure Veterans
We understand the operational and compliance challenges firsthand. Our platform was built by the team behind Apex Clearing, Apex Crypto (now Bakkt), PEAK6, and OptionsHouse.
We understand the operational and compliance challenges firsthand. Our platform was built by the team behind Apex Clearing, Apex Crypto (now Bakkt), PEAK6, and OptionsHouse.
Technology
Integrate quickly, eliminating technical debt and roadblocks.
Technology
Integrate quickly, eliminating technical debt and roadblocks.
Technology
Integrate quickly, eliminating technical debt and roadblocks.
Compliance
Mitigate risk with WORM-compliant archiving and audit trails.
Compliance
Mitigate risk with WORM-compliant archiving and audit trails.
Compliance
Mitigate risk with WORM-compliant archiving and audit trails.
Operations
Efficiency by automating rigid batch jobs and cutting manual handling costs.
Operations
Efficiency by automating rigid batch jobs and cutting manual handling costs.
Operations
Efficiency by automating rigid batch jobs and cutting manual handling costs.
Client Communications
Elevate CX by shifting to dynamic, branded, digital-first communications.
Client Communications
Elevate CX by shifting to dynamic, branded, digital-first communications.
Client Communications
Elevate CX by shifting to dynamic, branded, digital-first communications.
Stop Building Legacy. Start Scaling.
We know the high stakes of compliance. Let us help you move from legacy risk to cloud-native certainty.
Book a Demo
Nutshell Labs
©2026 Nutshell Labs. All rights reserved.
Stop Building Legacy. Start Scaling.
We know the high stakes of compliance. Let us help you move from legacy risk to cloud-native certainty.
Book a Demo
Nutshell Labs
©2026 Nutshell Labs. All rights reserved.
Stop Building Legacy. Start Scaling.
We know the high stakes of compliance. Let us help you move from legacy risk to cloud-native certainty.
Book a Demo
Nutshell Labs
©2026 Nutshell Labs. All rights reserved.