Infrastructure Built for Professional Wealth

Volans is the technology layer behind portfolio-secured credit and global investing—built for HNW Individuals, advisers, family offices and institutions. We integrate with existing custody, brokerage and platforms, so portfolios can be financed and monitored without changing how assets are held.

Designed to sit behind you

  • Assets stay in approved custody

  • Advisers keep the client relationship

  • Credit, risk and reporting run in the background

What it does

  • Credit engine: eligibility, limits, LVRs, margin monitoring

  • Multi-currency: borrowing and settlement across 25+ currencies

  • Risk tools: monitoring, stress testing, downside scenarios

  • Reporting: audit-ready outputs for committees and advisers

  • APIs: integration for platforms and institutions

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Built for governance

  • Wholesale-only frameworks

  • Clear separation of custody, credit, and execution

  • Audit-ready data

  • Conservative design aligned to bank and platform expectations

Long Term Partners
We evolve with your clients, balance sheet, regulatory needs, and global strategy.

Built for
Advisers and wealth managers • Family offices • Platforms and institutions • Sophisticated investment professionals

Volans runs on proprietary technology purpose-built for the Australian wholesale and platform market. We built our own credit and asset-servicing engine because nothing off the shelf could deliver the level of control, flexibility and governance we needed.

Purpose-Built Technology for Wholesale Wealth

  • Most lending and custody systems were designed for either retail broking or large institutional banks. Volans sits in the space between:

    • Portfolio-backed lending for wholesale investors

    • Delivered through platforms, advisers, family offices and institutions

    • Operating under Australian regulation, tax and platform architecture

    Our technology reflects the way Australian wealth actually works: platforms, wraps, managed accounts, model portfolios and multi-entity structures, often spread across several providers.

  • At the core of Volans is our own risk and credit engine, developed in-house.

    It is built to:

    • Assess portfolios at asset, issuer and sector levels

    • Set and maintain Loan-to-Value Ratios (LVRs) across multiple asset types

    • Monitor collateral and margin positions daily

    • Apply rules that are tailored to your clients, products and governance framework

    Because the engine is ours, we can refine it with you – rather than forcing you into a generic, “one-size-fits-all” model.

  • Volans is designed to plug into the systems you already run, not force you onto a new front end.

    We support:

    • REST APIs for key data objects such as positions, limits, margin and transaction data

    • File-based and SFTP data feeds where that suits existing processes better

    • Integration into platforms, CRMs and reporting tools so Volans appears as part of your existing environment

    The aim is simple: make Volans feel like an extension of your own technology stack.

  • Our platform is built with AFSL holders, platforms and boards in mind.

    We provide:

    • Transparent reporting on portfolios, limits, utilisation and margin

    • Data structures that support your own compliance, risk and board reporting

    • Audit-ready records of decisions, changes and events

    You get infrastructure that’s not only powerful, but also explainable and supervisable.

  • For partners, our proprietary technology means:

    • We can adapt to your business model, rather than making you fit ours

    • We can move faster than legacy lenders tied to old systems

    • We can integrate in a way that feels natural for platforms, advisers, family offices and fintechs

    In short, we built the technology we wished already existed in the Australian market – and now we use it to power the next generation of wholesale wealth businesses.