Platforms & Institutions

Hero

Portfolio-secured credit, delivered as infrastructure.
Volans enables platforms and financial institutions to offer institutional-grade portfolio-backed lending with disciplined risk controls and clean reporting—without rebuilding custody, brokerage, or core operations.

Built to integrate. Designed for governance.

Primary CTA: Discuss integration
Secondary CTA: Request a capability pack

Who this is for

Wealth Platforms & Wrap Providers

For platforms serving advisers and sophisticated clients who want embedded credit:

  • Portfolio-secured liquidity as a native platform capability

  • Governance-ready monitoring and reporting for advisers, licensees, and committees

  • A framework designed to sit alongside existing custody and execution

Stockbroking & Custody (IDPS) Firms

For brokers and custodians seeking a credit layer that fits their operating model:

  • Clear separation of custody, credit, and execution roles

  • Eligibility rules, concentration limits, and margin monitoring built in

  • Reporting suitable for audit, oversight, and client communications

Institutions & Specialist Lenders

For institutions seeking a portfolio-secured credit engine without legacy constraints:

  • A disciplined credit framework aligned to institutional expectations

  • Multi-currency capability where required

  • Risk analytics and monitoring designed for consistent outcomes

Asset Managers & Investment Firms

For investment organisations supporting sophisticated portfolios and credit needs:

  • Portfolio-secured liquidity to complement investment strategies

  • Transparent parameters for leverage, eligibility, and risk oversight

  • Committee-friendly reporting and monitoring

Fintechs Serving Private Wealth

For firms building modern wealth experiences that require a credible credit layer:

  • An institutional framework that avoids “black box” lending

  • Embedded controls, monitoring, and reporting from day one

  • A platform approach designed to scale with governance

What you can deliver with Volans

1) A portfolio-secured credit engine

A rules-based lending framework designed for institutional consistency:

  • Eligibility and collateral schedules

  • Concentration limits and buffers

  • LVRs and margin monitoring

  • Facility utilisation visibility

2) Multi-currency capability (where needed)

Borrowing and settlement aligned to real client liabilities and opportunity sets—reducing friction and improving balance-sheet coherence.

3) Governance-ready reporting

Outputs designed for licensees, risk teams, and investment committees:

  • Clear, intelligible reporting (not noise)

  • Audit-friendly data trails

  • Oversight that supports approvals and ongoing monitoring

4) A modular integration approach

Volans is designed to fit around existing infrastructure:

  • Approved custody remains in place

  • Execution and platform workflows remain yours

  • Credit, risk, and reporting operate as an integrated layer behind the scenes

How integration works

Step 1 — Define the operating model

We align roles and responsibilities across custody, execution, credit decisioning, and monitoring—so governance is explicit.

Step 2 — Configure the credit framework

Agree the parameters that matter:

  • Eligible collateral and haircuts/LVRs

  • Limits, buffers, and concentration rules

  • Margin methodology and escalation workflows

  • Reporting requirements and cadence

Step 3 — Connect the rails

Integrate through agreed interfaces and data exchange so monitoring and reporting are continuous and reliable.

Step 4 — Launch with institutional controls

Operational readiness, monitoring, reporting, and escalation procedures aligned to your risk and compliance standards.

Why platforms choose Volans

Designed for governance
Clear rules. Clear roles. Clear reporting. Built to withstand scrutiny.

Separation of duties by design
Custody, credit, and execution remain cleanly delineated—supporting oversight and control.

Institutional discipline, modern architecture
A platform built for scale, data, and repeatability—not bespoke heroics.

Partner-first integration
We fit around your model. You own the client experience and distribution.

What you receive

  • Capability pack (product, risk, and operating model overview)

  • Integration pathways and data requirements

  • Reporting examples and governance templates

  • Wholesale-only framework details and eligibility guardrails

Call to action

Offer portfolio-secured credit with the discipline your brand requires.
Let’s discuss your platform, your client base, and the operating model that makes sense.

CTA: Discuss integration
CTA: Request a capability pack