What is Volans Intelligence?

Volans Intelligence is the analytical brain that sits on top of our credit, asset-servicing and global markets rails. It combines:

AI-driven analytics – to surface patterns, concentrations and scenarios you might not see at a glance.
Rules-based credit frameworks – LVRs, eligibility and margin logic aligned to your governance.
Human judgement – your advice, your investment process, your responsibility.

It’s built for advisers, platforms and AFSL wealth firms – not as a retail app and not as a replacement for professional judgement.

How It Works

Volans Intelligence is designed to help you understand risk before your clients take on leverage or make complex moves.

Advisers typically use it to:

See risk in context
AI highlights concentrations, correlations and weak spots across portfolios – so you know where leverage is appropriate and where it isn’t.
Run smarter “what if” scenarios
Test different loan sizes, LVRs, asset mixes and currencies, and see how the portfolio behaves under market moves and stress events.
Understand margin and drawdown paths
Get a clearer picture of how far markets can move before buffers are breached, and where margin calls could realistically appear.
Support better client conversations
Turn complex risk into clear narratives – why this structure, why this buffer, why this LVR – backed by data, not guesswork.

The AI simply gives you sharper, faster insight into the risks your clients are taking.

Volans Intelligence is deliberately not a “set-and-forget” tool. It is:

Adviser-only – designed for licensed professionals serving wholesale clients.
Process-supporting – helping with analysis, documentation and governance, not making decisions on its own.
AFSL-aware – structured to fit into your advice framework, committee reviews and file notes.

Your investment philosophy and house views stay central. Intelligence helps you test them more rigorously when credit and leverage are involved.

What powers Volans Intelligence?

Underneath, Intelligence draws on the same proprietary platform that runs our credit and asset services:

Portfolio data – positions, values, structures and currencies.
Credit settings – LVRs, asset hierarchies, eligibility and buffer rules.
AI and risk models – to detect patterns, simulate shocks and highlight scenarios worth attention.
Integrations – APIs and data feeds from platforms, custodians and your core systems.

Because we built it ourselves, we can configure how Intelligence sees risk to align with your licence, your investment approach and your client base.

How does the Intelligence integrate with your stack?

Our Intelligence is designed to sit quietly inside your existing environment, not replace it. It can be:

Accessed by central teams (investment, risk, credit, research).
Rolled out selectively to advisers and portfolio managers.
Connected to platforms, CRMs and reporting tools via secure APIs and data feeds.

However it’s deployed, it’s always presented as part of your advice process and governance – with Volans as the specialist engine underneath.