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Selected work / Investment operations control

Archimedes Finance

When investment teams manage onboarding, KYC, approvals, vesting, reporting and client messages across separate tools, the risk is slow review and weak audit confidence. Flat18 shaped Archimedes Finance around role-based journeys so managers, clients and admins can see the right state and evidence in one flow.

View live productRead the build story
3 rolesAccess model

Manager, client, and admin journeys stay separate without losing shared context.

KYC gatesControls

Identity checks sit before advanced features and keep the process visible.

Audit-readyReporting

Approvals, vesting, and messaging stay attached to the platform record.

Delivery evidence

What Archimedes Finance said.

Archimedes Financial Systems investor platform

They converted a deeply complex structural brief into a coherent, deployable product without losing the financial rigour the platform demands.

Ben Beveridge · Archimedes Finance · 2026Archimedes Financial Systems investor platform
Approved client feedback
Development journey

From fragmented investment operations to one controlled workflow.

Flat18 treated Archimedes Finance as a confidence problem. The platform had to move people from login to verification, asset review, vesting, reporting, and client communication without losing the evidence needed to trust the result.

01 / The problem

Investment operations were split across tools that never shared enough context.

Onboarding, KYC, token approvals, vesting, reporting, and client communication often live in separate systems. That makes the work slower, harder to review, and harder to defend when questions come back later.

02 / The product shape

We shaped the platform around distinct manager, client, and admin journeys.

The core job was not to build another generic portal. It was to give each role the screens and state they need, while keeping approvals, identity checks, and portfolio data tied to the same operating model.

03 / The decision layer

Every screen answers one operational question and then gets out of the way.

Dashboard, Tokenised Assets, Vesting, Reports, Messages, Clients, and Profile each focus on one thing: what is live, what is locked, who can act, what changed, and what needs a follow-up.

Product surfaces

Designed around the moments where investment products get stuck.

Archimedes is not a generic portal with a finance label. Each surface helps the team make a specific decision: approve, verify, vest, report, or follow up.

Dashboard

Keep the operating picture on one screen.

Managers can see balances, client assets, recent activity, and profile state without jumping between disconnected tools.

Identity verification

Keep KYC visible and paced.

Step-by-step verification makes the gate obvious without making the process feel opaque or disconnected from the rest of the platform.

Vesting

Show what is locked and when.

The vesting view keeps contract state, status, and timing together so release questions are easy to answer quickly.

Reporting

Give stakeholders a view they can trust.

Filters, charts, and asset detail make it easier to review portfolio value and mix before anyone exports data.

Tokenised assets
Messages inbox
Client management
Profile settings
Identity verification

Why it works

Archimedes keeps role state, approval history, and communication close together. That cuts down hand-offs and gives the team one place to check what changed, what is pending, and what was told to the client.

LiveDiagnosis: fragmented investment operationsSolution: role-based control layerOutcome: clearer audit and approval flow

Flat18 treated Archimedes Finance as an operations and confidence problem. The product had to move people through verification, asset review, vesting, reporting, and client communication without losing the evidence needed to trust the result.

Problem found

Investment teams were switching between onboarding, approval, reporting, and messaging tools to complete one job.

Flat18 diagnosis

The platform needed a single source of truth for role state, asset state, and audit evidence.

Solution shipped

We designed the manager, client, and admin journeys, then tied KYC, tokenisation, vesting, reporting, and messaging into one flow.

Customer value

Teams can review sensitive financial work faster and with less back-and-forth.

What Flat18 handled

  • Mapped manager, client, and admin responsibilities into distinct journeys
  • Joined onboarding, KYC, tokenisation, vesting, reporting, and messaging into one platform
  • Kept approval evidence and state visible without overwhelming the user
  • Designed dashboards that are easier to review in a sensitive workflow

Key capabilities

  • Manager dashboard for portfolio and activity overview
  • Tokenised assets with approval states and value summaries
  • Identity verification with step-by-step KYC
  • Vesting contracts and release timing
  • Reporting filters and asset performance views
  • Client management and linked dashboard access
  • In-app messages and client links
  • Profile and preferences controls for account state

Stack

Vue 3VitePiniaNode + ExpressPostgreSQLCloudinary

Need an investment workflow this controlled?

Flat18 can turn a sensitive financial workflow into a clearer product with the right surfaces, state, and approval flow.

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