The operating system for your firm.
Nine modules, one login, one data model. The Stratus Suite replaces the patchwork of disconnected tools your team fights with every day — CRM, invoicing, e-sign, documents, tasks, calendar, notes, trading signals and mail, engineered as one coherent system.
The modules.
Each module stands on its own. Together they share one client record, one permission model and one audit trail — so nothing is entered twice and nothing falls between systems.
CRM Core
The client book, structured — mandates, money and correspondence on a single record.
- Contracts & mandates — PAM and SPOT mandates managed from signature to termination
- Tranches & commissions — allocations and commission schedules tracked per mandate
- Client reporting — reporting generated from the live record, not from exports
- Messaging — client communication logged where it belongs: on the record
Invoicing
Billing and books that stay tied to the client record — and to the bank.
- Invoices — issued, tracked and settled against the same client record as everything else
- Prima nota — first-entry bookkeeping kept current as the business runs
- Bank reconciliation — statements matched against expected flows, exceptions surfaced
e-Sign
Signature flows built to stand up to scrutiny.
- Legally-binding flows — send, sign and countersign without leaving the Suite
- Field editor — place signatures, initials and data fields on any document
- Audit trail — every step timestamped, attributable and preserved
Drive
Document management with permissions that mean something.
- File management — structured storage for the documents the firm runs on
- Sharing — controlled sharing, internal and external, on your terms
- Permissions — access scoped by role, team and record
Tasks
Delivery, visible. Work moves through explicit stages the whole team can see.
- Kanban boards — work organised by stage, from intake to done
Calendar
The team's time, in one view.
- Team scheduling — shared calendars across desks and teams
Notes
Thinking that stays with the work instead of scattering across apps.
- Notes — structured notes for meetings, research and handovers
- Todo boards — personal and shared boards for the small work between the big work
Signal Manager
The desk's signal flow on one real-time dashboard.
- Live dashboard — trading signals monitored in real time, in one place
- Alerting — know the moment a signal fires, stalls or misbehaves
Firm mail, run like a system rather than a pile.
- Smart inbox — what matters surfaces; what doesn't waits its turn
- Folder view — a structure the whole firm shares, not one inbox per habit
- Postmaster — mail administration and deliverability handled inside the Suite
Enter it once. Use it everywhere.
Integrations between separate tools are where data goes to drift. The Suite doesn't integrate nine products — it is one product with nine faces.
One client record, from mandate to inbox.
A client is onboarded once, in CRM Core. From that moment the same record drives everything: Invoicing bills against it, e-Sign executes documents against it, Mail threads correspondence to it. Nobody re-types a name, an account or a mandate term — because there is nowhere else for that data to live.
- No re-entry — a field entered in one module is the field in every module
- No sync jobs — nothing to export, import, map or reconcile between tools
- Permissions follow the record — who can see a client is decided once, enforced everywhere
- One truth for reporting — reports draw on live data, not on last week's spreadsheet
Integration beats patchwork.
Every extra tool you bolt onto the stack adds an export, an import and a new place for the truth to fork. The usual answer is middleware and manual reconciliation — headcount spent keeping copies of the same data in agreement. The Suite removes the problem instead of managing it: there are no copies.
- One login — the whole firm works inside one system, not nine tabs with nine passwords
- One audit trail — actions across every module land in a single, attributable history
- Fewer vendors, fewer seams — one contract, one support line, one accountable engineering team
- Adopt at your pace — start with the modules that hurt most; the data model is already waiting for the rest
Run like infrastructure.
The Suite carries client money, client documents and client correspondence. We operate it accordingly — the way we operate trading systems.
See the Suite live.
A working system answers questions a brochure can't. Tell us how your firm runs today and we'll walk you through the Suite on a live environment.