Environment · Demo · Synthetic data
User Guidebook · v1

How Horizon works,end-to-end.

Every module of the platform, walked through step by step with a live in-page preview. Built for institutional asset managers and the desks around them — operations, portfolio managers, compliance, treasury, technology, and client relations.

Designed for — pick a persona to scope the guide
01Module

Mission Control

Single pane of glass for desk telemetry — live order flow, settlement health, capital events and anomalies surfaced as an attention queue.

OperationsCompliance
Open
Walkthrough · 0/3
horizon/mission-control
02Module

Pre-Trade & Mandate

PMs shape an allocation against IMA constraints before staging orders. Optimiser flags breaches in real time.

Portfolio Mgrs
Open
Walkthrough · 0/3
horizon/pre-trade
03Module

Settlement Tracker

Live feed of every payment, capital event and DLT transfer with reconciliation breaks pinned at the top.

OperationsTreasury
Open
Walkthrough · 0/3
horizon/settlement-tracker
04Module

Custody

Holdings across cash, bonds, equities, funds, RWAs and tokens — with segregation model, custodian, settlement and reconciliation state.

OperationsCompliance
Open
Walkthrough · 0/3
horizon/custody
05Module

Treasury

Cash ladders, FX exposure, liquidity coverage and intraday funding decisions across currencies.

Treasury
Open
Walkthrough · 0/3
horizon/treasury
06Module

Banking & Rails

Corridor map of bank rails — SWIFT gpi, instant rails, PvP and intraday limits per counterparty.

TreasuryOperations
Open
Walkthrough · 0/3
horizon/banking
07Module

Middle Office

IBOR vs ABOR reconciliation, corporate actions and collateral management.

OperationsCompliance
Open
Walkthrough · 0/3
horizon/middle-office
08Module

Compliance

Cross-border policy engine covering 31 jurisdictions — entitlements, suitability, marketing and reporting rules.

Compliance
Open
Walkthrough · 0/3
horizon/compliance
09Module

Identity / KYC

Participant identity store — individuals and entities, KYC level, sanctions screening and beneficial ownership.

Compliance
Open
Walkthrough · 0/3
horizon/identity
10Module

Client CRM

Pipeline of LPs and prospects with subscription stage, owner and reporting cadence.

Sales & RM
Open
Walkthrough · 0/3
horizon/client-crm
11Module

Connector Registry

Catalogue of every external integration — Mock, Sandbox or Live — with last call and health status.

Tech / Infra
Open
Walkthrough · 0/3
horizon/core/connectors
12Module

Live Data & Licensing

Market data feeds, licensing entitlements and rate-card lookups exposed as APIs.

Tech / InfraCompliance
Open
Walkthrough · 0/3
horizon/core/live-data
13Module

Tokenisation Engine

Issuance and lifecycle for real-world-asset tokens and fund units on permissioned DLT.

Tech / InfraOperations
Open
Walkthrough · 0/3
horizon/core/tokenisation
14Module

Audit & Governance

Role-based access, four-eyes approvals and immutable audit trail for every state change.

ComplianceTech / Infra
Open
Walkthrough · 0/3
horizon/core/audit-governance
15Module

Floor Agents

AI co-pilots that monitor desks, escalate exceptions and execute pre-approved playbooks.

Operations
Open
Walkthrough · 0/3
horizon/floor-agents
16Module

Resilience & ESG

Operational resilience (DORA scope) and ESG telemetry — PUE, scope 1-3, incident drills.

ComplianceTech / Infra
Open
Walkthrough · 0/3
horizon/resilience-esg
17Module

Platform Overview

Map of Horizon-as-API — every capability exposed as a product with its own SLA, rate card and docs.

Tech / Infra
Open
Walkthrough · 0/3
horizon/platform
Horizon · User Guidebook · live previews update with the platform
Illustrative / synthetic data — not investment advice.