When investment teams manage onboarding, KYC, approvals, vesting, reporting and client messages across separate tools, the risk is slow review and weak audit confidence. Flat18 shaped Archimedes Finance around role-based journeys so managers, clients and admins can see the right state and evidence in one flow.
Manager, client, and admin journeys stay separate without losing shared context.
Identity checks sit before advanced features and keep the process visible.
Approvals, vesting, and messaging stay attached to the platform record.
Flat18 treated Archimedes Finance as a confidence problem. The platform had to move people from login to verification, asset review, vesting, reporting, and client communication without losing the evidence needed to trust the result.
Onboarding, KYC, token approvals, vesting, reporting, and client communication often live in separate systems. That makes the work slower, harder to review, and harder to defend when questions come back later.
The core job was not to build another generic portal. It was to give each role the screens and state they actually need, while keeping approvals, identity checks, and portfolio data tied to the same operating model.
Dashboard, Tokenised Assets, Vesting, Reports, Messages, Clients, and Profile each focus on one thing: what is live, what is locked, who can act, what changed, and what needs a follow-up.
Archimedes is not a generic portal with a finance label. Each surface helps the team make a specific decision: approve, verify, vest, report, or follow up.
Managers can see balances, client assets, recent activity, and profile state without jumping between disconnected tools.
Step-by-step verification makes the gate obvious without making the process feel opaque or disconnected from the rest of the platform.
The vesting view keeps contract state, status, and timing together so release questions are easy to answer quickly.
Filters, charts, and asset detail make it easier to review portfolio value and mix before anyone exports data.
Archimedes keeps role state, approval history, and communication close together. That cuts down hand-offs and gives the team one place to check what changed, what is pending, and what was told to the client.
Flat18 treated Archimedes Finance as an operations and confidence problem. The product had to move people through verification, asset review, vesting, reporting, and client communication without losing the evidence needed to trust the result.
Investment teams were switching between onboarding, approval, reporting, and messaging tools to complete one job.
The platform needed a single source of truth for role state, asset state, and audit evidence.
We designed the manager, client, and admin journeys, then tied KYC, tokenisation, vesting, reporting, and messaging into one flow.
Teams can review sensitive financial work faster and with less back-and-forth.
Flat18 can turn a sensitive financial workflow into a clearer product with the right surfaces, state, and approval flow.
Share the goal, deadline and current state. We will reply with the best route and next step.
