Four valuation methods, an earnings-quality screen and a bond read on one company. Change any input on the left and every number recalculates and is logged.

Capital market expectations, a risk profile and the client’s goals feed a constrained mean–variance optimiser. Goals are tested for their probability of success.

Suitability checks, a draft investment policy statement, drift against corridors, performance attribution, risk-adjusted appraisal and manager selection for the portfolio the Allocation Engine built.

Every run is stored on the server with its model version, who ran it, a fingerprint of its inputs and outputs, and the full input snapshot. Records cannot be changed. Replay any run to prove it reproduces exactly.