01Ledger
Wallet
Deposit into Praxis. Available, allocated, pending in, and pending out stay distinct — never cosmetically merged.
Spec
Append-only events
Wallet-first control plane
See every dollar
before it moves
Most capital platforms blur wallet cash, broker allocation, and portfolio equity. Praxis keeps them separate — so clients and operators share one honest ledger.
The shift
Not a trading terminal.
A money control plane.
Strategy can live off-platform. What must stay on-screen is custody truth: what is available, what is allocated, what equity reports after the fact — never mixed into one fake “balance.”
Available
Wallet cash ready to deploy or withdraw — after ops confirms the bank rail.
Allocated
Funds moved into segregated broker accounts with an approval trail.
Equity
Snapshot performance from the book — reported separately from wallet available.
Platform
Built for introducing brokers
and the clients they steward.
02Segregated
Allocate
Deploy into per-client trading accounts at curated brokers — not a pooled fund book.
Spec
Per-client accounts
03Snapshots
Portfolio
Equity, margin, and floating P&L as operator-recorded truth — separate from wallet available.
Spec
Daily snapshots
04Queues
Operations
Deposits, withdrawals, KYC, and recalls in one command surface for operator tempo.
Spec
Admin console
Path
A path you can predict
before you commit capital.
01
Fund
Transfer to the Praxis holding account. Status stays pending until ops confirms the rail.
02
Verify
Complete KYC once. Unlock allocate and withdraw with a clean audit trail.
03
Allocate
Move available balance into segregated trading accounts at curated brokers.
04
Observe
Read equity and snapshots on the web — order execution stays off-platform by design.
Specs
Authority is specificity
Every figure on the surface should map to a ledger event or an operator snapshot. We state limits openly: this product is a control plane, not a regulated hedge-fund claim and not an on-platform execution engine.
Open client access- Custody model
- Segregated per client
- Money truth
- Append-only ledger
- Strategy execution
- Off-platform (copy / EA / desk)
- Withdrawal
- Hybrid · recall when allocated
- Authority
- Session-bound RBAC
- Surfaces
- Client portal + ops console
You have permission to start small
Open a client account when you are ready. Preview the demo if you only want to walk the product. Operators use a separate sign-in with stronger controls.