For Regulated Firms

    One platform for every firm that holds client funds.

    Reconciliation. Breach detection. Reporting. Policy management. Audit readiness. One platform, regardless of sector or jurisdiction.

    One platform. Every compliance workflow.

    Every regulated firm on Safeheld gets the same verification infrastructure, regardless of sector or jurisdiction.

    Continuous reconciliation across all safeguarding accounts
    AI-powered auto-matching, exception analysis, and anomaly detection
    Coverage ratio monitoring with breach detection and alerting
    Automated regulatory returns, PS25, MiCA, GENIUS Act, CASS
    Board narratives and remediation plans drafted from live data
    Immutable audit trail with SHA-256 signed verification certificates
    Product Demo

    See the control layer in action.

    A short walkthrough of how safeguarding data is connected, reconciled, resolved and evidenced.

    Connect

    Bank, ledger and processor data in one model

    Reconcile

    Liabilities against the funds that protect them

    Resolve

    Shortfalls and breaks routed for investigation

    Prove

    An auditable evidence trail behind every run

    Get Started

    Request a demo

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    The system of record for client funds and reserves