Client Onboarding & Static Data

Data on This Page

Six onboarding cases (Elmswood Asset Management, Blackfriars Capital, Danube Prime Brokerage, Ashworth & Vane Securities, Corvus Global Trading, Solara Investment Group) with client type, region, owning team, pipeline stage (KYC Review, Ledger Node & SSI Setup, Account Build, Live, Stalled) and days in stage. Stat cards show clients in pipeline, stalled cases, ledger nodes and SSI records maintained (4,280), and average time to go live (14 days).

What This Agent Does

Provisions each new counterparty's node and access permissions on the distributed ledger network — the "Ledger Node & SSI Setup" stage — so that once live, the counterparty reads and writes to the same shared trade and settlement records as everyone else on the network. For relationships that remain off-ledger, it still manages the traditional KYC handoff and legacy standing settlement instruction (SSI) setup.

Worked Examples

• Blackfriars Capital (Hedge Fund, Prime, US): in Ledger Node & SSI Setup, 1 day in stage, owned by the Ledger Onboarding Team.
• Corvus Global Trading (Hedge Fund, Prime, APAC): Stalled for 11 days in KYC Team review — the longest-running case in the pipeline.
• Ashworth & Vane Securities (Regional Broker, UK): already Live, 0 days in stage, now transacting on the shared ledger.