GLOBAL COVERAGE

    One control layer across every market you operate in.

    Safeguarding rules change by jurisdiction.

    One group. Multiple regulated entities. One control layer.

    GroupConsolidated oversight across regulated entities

    UK EMI

    United Kingdom

    GBP, EUR

    FCA safeguarding

    EU PI / EMI

    European Union

    EUR, PLN

    PSD2 / EMD2 national rules

    Canadian PSP

    Canada

    CAD, USD

    RPAA safeguarding

    Cryptoasset entity

    Multi-market

    GBP, USD, USDC

    Customer fiat and asset records

    Stablecoin entity

    Multi-market

    USD, EUR

    Token liabilities vs reserves

    Payments entity

    Asia-Pacific

    SGD, USD

    Local safeguarding rules

    Illustrative product structure. Safeguarding requirements differ by jurisdiction and are configured per entity.

    Each entity keeps its own

    Safeguarding accountsCurrenciesData sourcesRegulatory configurationReconciliation rulesReporting requirementsEvidence

    ARCHITECTURE

    One infrastructure. Configured for each regulated entity.

    The control layer is common to every entity. The regulatory logic is not. Legal requirements differ by jurisdiction, so each entity carries its own configuration.

    Common Safeheld control layer

    IngestionNormalisationReconciliationException managementWorkflowAudit trailEvidence

    Jurisdiction-specific regulatory logic

    Safeguarding methodologyFund and account classificationReportingGovernanceRetentionEvidence requirementsRegulatory outputs

    MARKET STATUS

    Exactly where we are today.

    Global is how the platform is built. Regulatory coverage is stated market by market. Requirements are not identical across jurisdictions and we do not present them as if they were.

    United Kingdom

    FCA safeguarding for payment and e-money institutions

    Production use by UK EMI and PI firms, including daily reconciliation, breaches, reporting and evidence.

    Supported

    European Union

    PSD2 / EMD2 safeguarding as implemented nationally

    Reconciliation, controls and evidence configured per entity. National implementations differ and are scoped during implementation.

    Configurable / Enterprise

    Canada

    RPAA safeguarding-of-funds requirements

    Control architecture configured for Canadian PSP entities. Regulatory outputs scoped with the customer.

    Configurable / Enterprise

    Cryptoasset and stablecoin entities

    Customer fiat, client asset records and reserve coverage

    Liabilities reconciled against protecting funds and reserves. Supported data sources are agreed during implementation.

    Configurable / Enterprise

    Asia-Pacific and other markets

    Local safeguarding and customer-funds rules

    The control layer operates for any entity whose data can be connected. Jurisdiction-specific regulatory packs are added on demand.

    Roadmap
    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