The operating layer for independent wealth management

Calyxion

Shaped by your firm. Built to the rule.

For decades, advisers adapted to their software.Now the software adapts to the firm.

Calyxion is the operating layer underneath a firm's compliance, operations and growth. It's shaped around your custodians, your compliance calendar, your local files and your rules, and it runs on a data warehouse your firm owns.

One record for the whole firm. Advisers get fast answers on their own book. Leadership sees totals across every IAR. Compliance keeps the permissions, rules and audit trail on the same data, so nobody re-keys a file or rebuilds an audit by hand.

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Three layers: firm-owned data at the bottom, rules and supervision in the middle, answers for advisers and the firm on top. AnswersIARs · firm totals Rulespermissions · calendar One recordfirm-owned warehouse custodians CRM · portfolio local files
Custodian, CRM, portfolio and local-file data land in one firm-owned warehouse; the firm's rules and supervision sit on top of it; advisers and leadership get answers from the same record.
  • Which IARs grew assets this quarter?
  • Firm totals by custodian, as of today
  • Build the restricted-list audit
  • Which annual reviews are overdue?

Fee schedule

Approved

Lineage

Custodian › warehouse › report

Workspace rules

Use the approved schedule. Exclude test accounts.

Audit trail

Every change logged. A person signs what a person has to sign.

New tools arrive every week.Few of them fit the firm.

AI assistants, trade signals, holdings overlays, planning and prospecting tools: advisers have more choices than ever. But every firm keeps its data differently, so each tool becomes its own integration project, its own copy of client data and its own compliance review. Calyxion fills that gap. It is the clean, firm-owned foundation every tool can run on.

Today, every tool connects separately to each data source. With Calyxion, sources feed one firm-owned layer and approved tools plug into it. Today Every tool, its own integration AI assistant Trade signals Holdings overlay Planning Prospecting Risk scoring Custodian files CRM Portfolio system Spreadsheets × different account IDs × data copied out × reviewed one by one With Calyxion Connect once. Approve. Install. IAR toolkit · firm-approved apps AI assistant ✓ Trade signals ✓ Holdings overlay ✓ Planning ✓ Prospecting ✓ Risk · in review calyxion one record, permissions, rules, audit trail Custodian files CRM Portfolio system Local files ✓ one account ID ✓ the firm controls access ✓ approved once Today AI assistant Signals Holdings Planning Prospecting Custodian CRM Portfolio Sheets × different IDs, copied data, one-off reviews With Calyxion AI ✓ Signals ✓ Holdings ✓ Planning ✓ Prospects ✓ In review calyxion one record, rules, audit Custodian CRM Portfolio Files ✓ one ID, firm controls access, approved once
Today: AI assistants, signals, holdings overlays, planning, prospecting and risk tools each connect separately to custodian files, the CRM, the portfolio system and spreadsheets, with different account IDs, copied data and one-by-one reviews. With Calyxion: those sources feed one firm-owned layer, and compliance-approved apps install into the adviser's toolkit on top of it.
How the app layer works
  1. 01
    Vendors connect oncePartners build to Calyxion's standard data model one time, instead of a custom integration at every firm.
  2. 02
    Compliance decidesYour team reviews each app, what data it can see and who can use it. Nothing installs until it's approved.
  3. 03
    Advisers just use itApproved apps appear in the IAR toolkit and run natively on the firm's own data, permissions and audit trail.

The marketplace is optional. A firm can run Calyxion with no outside apps at all, or approve only the ones it trusts.

Get started → Build for Calyxion
App marketplace · in development
IAR toolkit
Apps your compliance team controls
  • AI
    Meeting assistant
    Notes and follow-ups, filed to the client record
    Approved
  • SG
    Trade signals
    Reads holdings from the warehouse, read-only
    Approved
  • HO
    Holdings overlay
    Concentration and drift across every account
    Approved
  • RS
    Risk scoring
    Requests access to: households, holdings
    In review
  • PX
    Prospect enrichment
    Sends client data outside the firm
    Not approved
Illustrative example. App names are placeholders, not real vendors.