Archimedes Finance
How Flat18 organised KYC, tokenisation, reporting, and client communication into one auditable investment platform.
Archimedes Finance
A platform designed to reduce friction and compliance risk across onboarding, asset approval, and investor reporting.
Flat18 treated the product as an operational controls problem. Investment teams needed to move clients through verification, asset review, tokenisation, messaging, and distributions without losing evidence or context between tools.
Problem found
Investment teams juggle disconnected tools for KYC, asset approvals, and reporting, creating delays and compliance risk.
Flat18 diagnosis
The workflow needed shared context, role-based boundaries, and persistent records more than another isolated dashboard.
Solution shipped
We delivered a Vue 3 and Express platform covering onboarding, KYC, tokenisation, profit-sharing dashboards, messaging, and audit trails.
Customer value
Managers and investors get clearer status visibility, stronger approval records, and fewer hand-offs across sensitive financial workflows.
What Flat18 handled
- Mapped client, manager, and admin responsibilities into distinct product journeys
- Joined KYC, asset approval, messaging, and reporting into a single operating flow
- Added audit-friendly evidence through approval records and signature breadcrumbs
- Designed dashboards that make distributions and tokenised asset status easier to review
Key capabilities
- KYC verification with live capture, OCR, and manual review gates
- Tokenisation workflows with approval and signature trails
- Profit-sharing dashboards and distribution tracking
- In-app messaging, notifications, and audit logs
- Multi-role routing for managers, clients, and admins
Stack
Delivered for confidence
Audit trails, approval workflows, and role-based routing keep sensitive investment operations transparent, defensible, and easier for stakeholders to approve.
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