What we build for institutional organizations
Bring Your Own Managers
Onboard managers you have already selected. We do not require your program to source from the Addigence universe.
Multi-manager SMA infrastructure
Operate many managers across many accounts under one implementation layer and one set of controls.
Trade replication and implementation
Model portfolios propagated to accounts with tolerance, rounding and restriction handling at the account level.
Portfolio monitoring and controls
Exposure, concentration, instrument and leverage limits enforced continuously across the program.
Performance reporting
Account, sleeve and program-level reporting on your calendar, in your format.
Manager diligence infrastructure
Standardized intake, data capture, qualitative records and review workflow across the manager bench.
Enterprise integrations
Custodians, order management, accounting, data warehouse and reporting systems already in your stack.
Custom mandates
Program structures designed to your policy, governance and committee process rather than a fixed template.
International / multi-market implementation
Cross-market implementation where jurisdiction, custodian and instrument coverage support it.
White-label or licensed implementations
The infrastructure operated under your brand, or licensed to run inside your organization, where appropriate.
Scope
We map your mandate, manager bench, custodians and existing systems before proposing anything.
Design
A program architecture and control framework specified to your governance and policy.
Implement
Build, integration and onboarding — managers, accounts and data flows brought live in sequence.
Operate
Ongoing implementation, monitoring, controls and reporting, run to your service standard.
Start with a scoping conversation, not a signup.
Tell us the mandate, the managers and the systems in place. We will tell you candidly what we would build, what we would integrate with, and what we would not take on.