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Whales OneClient onboarding

One portal.Every position.

Whales One gives eligible clients a single view of their position, their transactions and the documents behind them. Below is the portal architecture: the modules a client receives and the ten stages every transaction moves through.

Whales OneClient onboardingSegregated custody

Consolidated position across every division and entity.

  • Total portfolio value
  • Allocation
  • Investment positions
  • Risk exposure
  • Liquidity

Transaction pipeline

  1. 01Submission
  2. 02Screening
  3. 03KYC / KYB
  4. 04Due diligence
  5. 05Risk assessment
  6. 06Structuring
  7. 07Committee
  8. 08Documentation
  9. 09Funding
  10. 10Monitoring & exit
  • 01

    Consolidated position

    One view across every division and entity, not four portals.

  • 02

    Live transaction status

    The same reference, owner and checklist the desk works from.

  • 03

    Secure documents

    Executed papers and reports in one verified place.

  • 04

    On-chain verification

    Digital asset positions verifiable independently by the client.

Join thewaitlist.

We will contact you when Whales One opens to clients.