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Built for wealth managers

AI That Transforms
Wealth Managerment

AI That Transforms
Wealth Managerment

Septima sits on top of your existing systems and turns them into something that actually does the work: recs, corporate actions, suitability checks, breach drafting, regulatory reporting.

Book a Demo

Book a Demo

Explore features

Explore features

Explore features

One platform. Every data source. Zero blind spots.

Every system you already pay for, finally talking to each other.

Detection, not dashboards.

Septima flags the breach before your compliance team does. Drafts the corporate action election. Spots the cash break. Writes the suitability letter. You review and approve, the work is already done.

Operations are the hidden cost nobody measures.

Firms spend more time managing data than acting on it. Manual reconciliation, fragmented systems, and operational drag compound silently, until they don't.

Time loss

>0%

60% of middle-office time in wealth managers goes to reconciliation, corporate actions and fee calculations done in spreadsheets.

Time loss

>0%

60% of middle-office time in wealth managers goes to reconciliation, corporate actions and fee calculations done in spreadsheets.

Data fragmentation

0%

Of operational errors traced back to disconnected data sources

Data fragmentation

0%

Of operational errors traced back to disconnected data sources

Operational recovery

0+

Hours saved per month when Septima replaces the manual layer Label: Operational recovery

Operational recovery

0+

Hours saved per month when Septima replaces the manual layer Label: Operational recovery

Septima sits on top of your existing systems and turns them into something that actually does the work.

Septima sits on top of your existing systems and turns them into something that actually does the work.

Septima sits on top of your existing systems and turns them into something that actually does the work.

Security

Built on trust and security

Your data is protected at every step.

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Our information security management system is ISO 27001 certified, covering risk assessment, access controls, and continuous monitoring across our infrastructure.

Our information security management system is ISO 27001 certified, covering risk assessment, access controls, and continuous monitoring across our infrastructure.

All personal data processing complies with GDPR requirements, including data minimization, right-to-erasure, and lawful basis documentation for every data flow.

All personal data processing complies with GDPR requirements, including data minimization, right-to-erasure, and lawful basis documentation for every data flow.

How Septima Works

Operations run themselves when everything is connected.

Septima ingests every data source your firm depends on and automates the operational layer on top — so your team focuses on decisions, not administration.

To-do

3

S

M

T

NAV Reconciliation

Completed

Corporate Actions Review

Ongoing

Fee Calculation Check

To-do

To-do

3

S

M

T

NAV Reconciliation

Completed

Corporate Actions Review

Ongoing

Fee Calculation Check

To-do

To-do

3

S

M

T

NAV Reconciliation

Completed

Corporate Actions Review

Ongoing

Fee Calculation Check

To-do

Automated Operations Queue

Every reconciliation, review, and calculation tracked and updated automatically — no manual chasing required.

Import Client Data

Create the Client Onboarding Pack

Send the Onboarding E-mail

Import Client Data

Create the Client Onboarding Pack

Send the Onboarding E-mail

Import Client Data

Create the Client Onboarding Pack

Send the Onboarding E-mail

Automated Client Onboarding

Septima automates every step of client onboarding — from data ingestion to compliance screening to confirmation — without a single manual handoff.

Automated Operations. Zero Manual Handoffs.

Septima connects your data sources and automates the operational layer on top of them — so nothing slips through and nothing requires a human to chase it.

Detect breaks and exceptions automatically across every connected system

Route issues to the right team without manual triage

Every action logged, timestamped, and traceable

Custodian

1.

Rec break 7 unmatched positions

Septima

2.

Live alert pushed to ops dashboard

Septima

1.

Break classified, root cause identified

Custodian

1.

Rec break 7 unmatched positions

Septima

2.

Live alert pushed to ops dashboard

Septima

1.

Break classified, root cause identified

Custodian

1.

Rec break 7 unmatched positions

Septima

2.

Live alert pushed to ops dashboard

Septima

1.

Break classified, root cause identified

4/05/2026 · Rec Alert

Q2

Resolved

Custodian feed discrepancy across three accounts. Septima flagged the break, matched the source, and routed to the operations team before market open. No manual intervention required.

Operations

ATLAS

4/05/2026 · Rec Alert

Q2

Resolved

Custodian feed discrepancy across three accounts. Septima flagged the break, matched the source, and routed to the operations team before market open. No manual intervention required.

Operations

ATLAS

4/05/2026 · Rec Alert

Q2

Resolved

Custodian feed discrepancy across three accounts. Septima flagged the break, matched the source, and routed to the operations team before market open. No manual intervention required.

Operations

ATLAS

Every Alert. Every Exception. Always in Context.

Septima surfaces what matters, when it matters — structured, tagged, and resolved without digging through inboxes or spreadsheets.

Alerts classified by type, severity, and entity automatically

Filter across any time period, system, or workflow in seconds

Full audit trail built without anyone having to maintain it

The Workflow

How teams plan, execute, and improve with Septima

Connect every data source

Custodian feeds, trading platforms, ERPs, banking APIs — Septima ingests everything your firm depends on without replacing any existing system.

Automate the operational layer

Reconciliation, compliance checks, fee calculations, corporate actions — handled automatically, with exceptions surfaced and routed before they become problems.

Operate with full visibility

Every workflow, every alert, every resolution tracked in one live dashboard — so nothing falls through the cracks and nothing requires chasing.

Notes

Tasks

Monday

NAV reconciliation completed

COAC review, 3 items flagged and routed

KYC refresh triggers initiated for 12 clients

Tuesday

Intelligence at every step

From corporate action elections to compliance deviations, Septima surfaces what needs attention, recommends the next action, and routes it to the right person before it becomes a problem.

Septima Intelligence

3

Elect Take Up, Rio Tinto Rights Issue

2 pending client elections. Deadline in 4 days. £1.1M exposure at risk.

KYC refresh overdue — 3 clients

Refresh triggers initiated. Compliance team notified automatically.

Full auditability. Always.

Every agent decision, every workflow, every exception — traced, versioned, and documented. Human oversight exactly where it matters, automation everywhere it doesn't.

Compliance Agent Note

QUORUM flagged an undocumented deviation on James Harrington's Cautious Growth book. Pattern confirmed across 3 consecutive quarters.

T

Deviation reviewed and approved

3m ago

S

Audit trail updated automatically

7m ago

Ingest. Reconcile. Act.

Septima connects every data source your firm depends on and resolves it into a single operational layer — automatically, continuously, without manual intervention.

Notes

Tasks

Monday

NAV reconciliation completed

COAC review, 3 items flagged and routed

KYC refresh triggers initiated for 12 clients

Tuesday

Intelligence at every step

From corporate action elections to compliance deviations, Septima surfaces what needs attention, recommends the next action, and routes it to the right person before it becomes a problem.

Septima AI Suggestions

3

Elect Take Up, Rio Tinto Rights Issue

2 pending client elections. Deadline in 4 days. £1.1M exposure at risk.

KYC refresh overdue — 3 clients

Refresh triggers initiated. Compliance team notified automatically.

Full auditability. Always.

Every agent decision, every workflow, every exception — traced, versioned, and documented. Human oversight exactly where it matters, automation everywhere it doesn't.

Compliance Agent Note

QUORUM flagged an undocumented deviation on James Harrington's Cautious Growth book. Pattern confirmed across 3 consecutive quarters.

T

Deviation reviewed and approved

3m ago

S

Audit trail updated automatically

7m ago

Plan with structured tools

From timelines to day-to-day tasks, Ordina helps your team stay organized and focused on what matters.

Notes

Tasks

Monday

NAV reconciliation completed

COAC review, 3 items flagged and routed

KYC refresh triggers initiated for 12 clients

Tuesday

Integrations

Septima works with the tools your team already uses

FAQ

Common questions, straight answers

Have a question that's not covered here? Reach out and we'll get back to you within one business day.

Contact us

What type of teams is Septima built for?

Septima is built for B2B teams that need more than a task list — operations, product, strategy, and cross-functional teams who work across multiple projects and people.

How long does integration take?

Most clients are live within 2 to 4 weeks. Septima connects to your existing systems via APIs, SFTP, email ingestion, or direct database connections — there's no need to rip out what you already have. We start with your highest value workflow, prove the savings, and expand from there. There's no six-month implementation project and no army of consultants.

What systems and data sources do you support?

Septima connects to virtually any data source: custodian platforms, trading systems, ERPs, CRMs, market data providers, fund administrators, banking portals, and regulatory databases. If it has an API, a file export, or an email feed, we can ingest it. Our integration library covers 200+ common financial and operational systems out of the box.

Where is data stored and how is it secured?

All data is encrypted at rest (AES-256) and in transit (TLS 1.3). We operate on SOC 2 Type II certified infrastructure with data residency options across the UK, EU, and US. Role-based access controls, full audit trails, and regular penetration testing are standard. Your data never leaves your chosen jurisdiction.

We have a bespoke system that nobody else uses. Can Septima connect to it?

Almost certainly yes. Our connector architecture is designed to integrate with non-standard systems, legacy platforms, and bespoke internal tools — not just off-the-shelf products. If it exposes data in any structured form, we can work with it. If it does not, we can usually work around it via file-based ingestion.

Our IT team is small. How much do we need from them?

Very little. We need read access to the relevant data sources and someone to approve the connection setup. We handle the integration, normalisation, and configuration. Your IT team does not need to dedicate engineering resource to this — and once it is live, there is nothing for them to maintain on their end.

FAQ

Common questions, straight answers

Have a question that's not covered here? Reach out and we'll get back to you within one business day.

Contact us

What type of teams is Septima built for?

Septima is built for B2B teams that need more than a task list — operations, product, strategy, and cross-functional teams who work across multiple projects and people.

How long does integration take?

Most clients are live within 2 to 4 weeks. Septima connects to your existing systems via APIs, SFTP, email ingestion, or direct database connections — there's no need to rip out what you already have. We start with your highest value workflow, prove the savings, and expand from there. There's no six-month implementation project and no army of consultants.

What systems and data sources do you support?

Septima connects to virtually any data source: custodian platforms, trading systems, ERPs, CRMs, market data providers, fund administrators, banking portals, and regulatory databases. If it has an API, a file export, or an email feed, we can ingest it. Our integration library covers 200+ common financial and operational systems out of the box.

Where is data stored and how is it secured?

All data is encrypted at rest (AES-256) and in transit (TLS 1.3). We operate on SOC 2 Type II certified infrastructure with data residency options across the UK, EU, and US. Role-based access controls, full audit trails, and regular penetration testing are standard. Your data never leaves your chosen jurisdiction.

We have a bespoke system that nobody else uses. Can Septima connect to it?

Almost certainly yes. Our connector architecture is designed to integrate with non-standard systems, legacy platforms, and bespoke internal tools — not just off-the-shelf products. If it exposes data in any structured form, we can work with it. If it does not, we can usually work around it via file-based ingestion.

Our IT team is small. How much do we need from them?

Very little. We need read access to the relevant data sources and someone to approve the connection setup. We handle the integration, normalisation, and configuration. Your IT team does not need to dedicate engineering resource to this — and once it is live, there is nothing for them to maintain on their end.

FAQ

Common questions, straight answers

Have a question that's not covered here? Reach out and we'll get back to you within one business day.

Contact us

What type of teams is Septima built for?

Septima is built for B2B teams that need more than a task list — operations, product, strategy, and cross-functional teams who work across multiple projects and people.

How long does integration take?

Most clients are live within 2 to 4 weeks. Septima connects to your existing systems via APIs, SFTP, email ingestion, or direct database connections — there's no need to rip out what you already have. We start with your highest value workflow, prove the savings, and expand from there. There's no six-month implementation project and no army of consultants.

What systems and data sources do you support?

Septima connects to virtually any data source: custodian platforms, trading systems, ERPs, CRMs, market data providers, fund administrators, banking portals, and regulatory databases. If it has an API, a file export, or an email feed, we can ingest it. Our integration library covers 200+ common financial and operational systems out of the box.

Where is data stored and how is it secured?

All data is encrypted at rest (AES-256) and in transit (TLS 1.3). We operate on SOC 2 Type II certified infrastructure with data residency options across the UK, EU, and US. Role-based access controls, full audit trails, and regular penetration testing are standard. Your data never leaves your chosen jurisdiction.

We have a bespoke system that nobody else uses. Can Septima connect to it?

Almost certainly yes. Our connector architecture is designed to integrate with non-standard systems, legacy platforms, and bespoke internal tools — not just off-the-shelf products. If it exposes data in any structured form, we can work with it. If it does not, we can usually work around it via file-based ingestion.

Our IT team is small. How much do we need from them?

Very little. We need read access to the relevant data sources and someone to approve the connection setup. We handle the integration, normalisation, and configuration. Your IT team does not need to dedicate engineering resource to this — and once it is live, there is nothing for them to maintain on their end.

Get started

The operating layer for your company

Book your demo.

Get started

The operating layer for your company

Book your demo.

Get started

The operating layer for your company

Book your demo.