Integrations

Plugged into the systems you already operate.

Openwealth isn't a rip-and-replace. It connects to your book of record, order management, onboarding, KYC/AML, reporting and billing through pre-built connectors and APIs — so tokenized assets flow through the same operational backbone as everything else.

Connectors

Six places we wire in.

Each connector translates on-chain activity into the records, orders and reports your existing systems understand — and back again. Adopt the ones you need.

Book of record

Tokenized positions post to your system of record. The chain and the ledger stay reconciled — no second book to keep.

Order management

Subscriptions, redemptions and transfers originate in your OMS and settle on-chain — captured back as fills your front office recognizes.

Account onboarding

Open or import accounts and provision wallets in the same flow your clients already know. No parallel onboarding rails.

KYC / AML

Reuse existing KYC/AML evidence to gate wallet eligibility. Allowlists are enforced at the contract layer, driven by your compliance status.

Client reporting

Statements and performance reporting span tokenized and traditional holdings, generated from the same reconciled data your clients see today.

Fee management & billing

Management fees, performance fees and billing run through your existing engine — tokenized assets are just another fee-bearing line.

By role

How each side connects.

The same orchestration core sits behind every role — each one wired into the systems that side already runs.
Wealth managers
Front office
Book of record
positions
Order management
OMS
Client reporting
statements
Openwealth
Translation & orchestration layer
WalletsAllowlistReconciliation
Tokenized positions, orders and statements flow through the systems advisors already use.
Fund managers
Issuance
Fund accounting
NAV / pricing
Transfer agent
register
Book of record
recon
Openwealth
Translation & orchestration layer
Token factoryNAV oracleLifecycle
Issuance and the full fund lifecycle stay reconciled against your back office and the chain.
Service providers
Back office
Custody / signer
keys
Billing engine
fees · AUA
Compliance
audit trail
Openwealth
Translation & orchestration layer
White-labelMulti-tenantPer-client
Serve issuers and wealth managers from one platform — billed and reported through your existing rails.
Get started

Tell us what you run — we'll show you where we connect.

Share your book of record, OMS and onboarding stack. We'll map the connectors you need and what it takes to go live.