Demo workspace
Select a connected operating surface. All records and market activity are demonstration data.
- Environment
- Investor preview
- Connected surfaces
- 8 workspaces
- Control mode
- Human accountable
- Data
- Simulated unless marked live
Seraphi workspace
Ask, act and follow through: role context, complete client intake, simulated trading and SQL-backed work history.
Open Seraphi workspace 01PRIMARY DEMOInvestor workspace
Client operations, official public-list screening and source-linked AML, PEP and registry review.
Open workspace 02CUSTOMER VIEWSelf-onboarding
Adaptive Seraphi intake with local document extraction, conditional questions and RM handoff.
Open onboarding 03CONTROL VIEWInvestment workflow
Suitability, mandate controls, decision governance and order progression.
Open workflow 04ENGINE VIEWRisk & treasury engine
Portfolio exposure, liquidity, VaR, stress scenarios, mandate limits and attribution in one governed view.
Open risk engine 05MARKETS VIEWInstitutional trading
Institutional blotter, FX, fixed-income RFQ, funding and FTP review, and controlled execution.
Open trading desk 06AI WORKSPACESeraphi intelligence desk
For module owners: record recurring problems, assign improvements and measure pilot outcomes in a SQL-backed register.
Open Seraphi 07CONNECTED REVIEWPlatform acceptance review
For the project team: record test evidence, defects and release decisions; distinguish working demonstrations from provider dependencies.
Open platform review