Every distributor wants their own portal
Branding, terminology, document templates, locale, calendar, currency — different per partner. The economics break if every one is a fork.
Solution · Asset managers
White-label without the white-glove cost.
For asset managers running sub-advisory or white-label books for multiple distribution partners. Modir's multi-tenant control plane gives every partner their own brand, locale, and reporting style — on shared infrastructure.
Your problems today
What we hear from asset managers.
Reporting fragmentation
Performance, holdings, factsheets — the same data rendered differently per distributor. Today it's a per-partner project.
Audit lineage across partners
An action taken on behalf of partner A must be auditable inside A's tenant — not inside the asset manager's. Today it's a tangle.
How Modir solves them
Three answers, designed together.
One control plane, many tenants
Each distribution partner is a tenant. Branding, locale, calendar, currency, document templates — all per-tenant configuration. No code branches.
Templated reporting per tenant
Per-tenant Carbone templates render the same data in each partner's voice and visual identity. Performance methodology stays consistent.
Per-tenant audit chain
Each partner has their own SHA-256 chain. Actions taken on behalf of A land in A's chain; cross-tenant reads are blocked by RLS.
Locale-aware factsheets
Performance and holdings rendered locale-correct per partner. Six locales, three calendars; per-tenant defaults overrideable per user.
Versioned document templates
Per-tenant template versions for factsheets, statements, regulatory filings. Carbone-driven, hash-anchored, defensible.
Cross-tenant isolation
Postgres RLS, OpenFGA relationships, OPA policies. Cross-tenant reads blocked by default; signed exports per chain.
Pilot scope
Eight weeks. Three partner tenants.
Discovery
Three distribution partners. Branding, factsheet, locale, currency.
Provision
Three tenants on a shared cluster; per-tenant Vault, OPA roles, audit chain.
Migrate
50 clients per partner. Performance backfilled. Custom factsheets reviewed.
Go live
First partner-branded statements; second-week per-tenant audit verification.
Three partners on a shared platform, each one believing it's their bespoke portal. Engineering team: still one team. Cost-per-partner: a fraction of what it was.
Asset manager CTO — Illustrative
Customer story
How Al-Madar runs three tenants on one platform.
Saudi Arabia · Riyadh · Private bankIllustrative
Al-Madar Private Bank
Replaced four legacy systems with Modir Wealth OS in eight weeks; per-tenant Carbone templates render factsheets locale-correct for each distribution partner.
Asset manager workshop
Bring three partner specs. Walk through three tenants.
Two hours. We provision three sample tenants and show you the operational model.