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.

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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

Cost

Flexibility

Risk

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.

Rapid Onboarding

Launch fast. Replace legacy systems without the friction.

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

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.

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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.

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Cost Basis Infrastructure

Accurate From Day One

Deliver complete, regulator-ready cost basis data. Accuracy stays high even under heavy trading volumes.

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   

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.