Independent engineering by design

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Volans is built to make sophisticated borrowing and investing clear, disciplined, and repeatable—for advisers and the clients they serve. We built Volans to reduce conflicted incentives and keep decisions aligned to client outcomes. Independence matters most when leverage is involved—because clean incentives lead to cleaner decisions. We focus on transparent parameters and straightforward reporting so clients and advisers can understand the framework, document decisions, and stay in control.

Clarity and oversight

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Volans operates with a rules-based framework that is designed to be clear and repeatable. Portfolio-secured lending can require remedial actions, including selling assets, if collateral values fall. Our approach is designed to make those mechanics transparent upfront—so there are fewer surprises later. Defined eligibility: What can be financed and why

  • Conservative limits: Including concentration parameters intended to reduce single-position risk

  • Ongoing monitoring: Visibility as portfolios and markets move

  • Clear processes: Defined responses in adverse conditions, including where remedial action may be required

  • Intelligible reporting: Designed to support confident decisions and professional oversight

Built to fit seamlessly within your ecosystem

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Many clients engage through advisers, accountants, lawyers, CFOs, or family office teams. Volans is designed to sit behind that ecosystem—strengthening liquidity planning and risk discipline while you retain control of strategy and relationships.

  • Advisers stay in control of the client relationship

  • The platform supports advice with better tools and infrastructure

  • Outcomes are improved through process, not promises

Purpose based lending with discipline

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Our systems are deliberately disciplined and conservative, built around pre-defined credit frameworks rather than ad-hoc exceptions. We apply ongoing monitoring, margin discipline and clear escalation pathways, with controls designed to support governance, committees and auditability. This discipline exists to protect clients and advisers when markets don’t cooperate.