The mesh
From a sentence to checked orders, one visible stage at a time.
Type "Rebalance growth accounts". Vestoris interprets it, checks your entitlements, proposes trades with the optimizer, pre-checks every trade against compliance and shows you each result. Orders are created only when you say so, and executed only by someone allowed to trade.
Four stages, each shown
- Entitlements: which of the matching accounts you can propose for, and why not for the others.
- Proposal: the deterministic optimizer, with the AI's explanation.
- Compliance pre-check: every trade, with the trades that will need approval.
- Order creation: block orders across accounts, on your click.
One record for everything
- Every action from every component goes into one append-only, hash-chained event log.
- The AI reads that log for context; your auditors read it for the record.
- Every AI call is kept with its inputs and outputs.
Cross-component alerts
- An unusual user, an unusual order size and a position near its limit, combined into one alert.
- Signals no single component would raise on its own.
AI
Where the AI helps
- Interprets the request into a structured intent.
- Explains each proposal.
Deterministic
What decides
- The accounts come from what you may see; each one is checked for "propose".
- Orders are submitted to compliance again when they are created.
- Execution is a separate, entitled, human step.
See it with your own eyes, in ten minutes.
Open a private sandbox firm with sample accounts, rules and orders. No sign-up, no email. Switch roles and follow the guided tour.