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Archonby Arunights
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// Whole-wealth intelligence

Privatebanking,seen whole.

Most banks advise on the assets they custody. Archon surfaces the entire balance sheet — held-away, digital, private — and governs every recommendation made on it.

Synthetic illustration: the bank sees 240 million dollars. Archon expands the view to 1 billion dollars in total disclosed wealth, revealing 760 million dollars that was previously outside the bank's view.

// The problem

Banks advisethe fractionthey can see.

Custody is not the same thing as wealth.

Held-away, digital and private assets sit outside the custody view. Advice is built on a partial picture, concentrations go unseen, and the assets nobody can see are the assets nobody advises on. For clients who made their money in the last decade, the invisible share is the majority of it.

// The platform

Oneintelligencelayer.

Archon unified wealth panel showing $1B total disclosed wealth, split between $240M the bank currently sees and $760M outside its view

See the 76% you don't custody.

Archon assembles bankable, held-away, digital and private holdings into one governed view. Wei Chen's bank sees $240M. His balance sheet is $1B. Advice built on a quarter of the picture isn't incomplete — it's wrong.

Archon onboarding conversation with the living suitability profile panel showing risk capacity, risk tolerance and liquidity need updating in real time

Replace the risk questionnaire.

A guided conversation builds an evidence-linked source-of-wealth narrative and a suitability profile that keeps updating. Every question is drawn from your own template library, so the bank controls what gets asked — not the vendor.

Archon RM queue showing recommendations held by guardrail checks pending relationship-manager review

Stop unsuitable advice before it reaches the client.

Every recommendation is checked against suitability, concentration, liquidity and product policy at runtime. Breaches don't get flagged after the fact — they're held, explained, and routed to the relationship manager for sign-off. Nothing reaches the client unchecked. This is why bank AI stops at servicing and never reaches advisory — a recommendation has to be evidenced as suitable before it can be automated.

Archon advisory recommendation with an expanded portfolio-impact projection showing largest-position concentration falling from 32% to 25%

Show the client what the advice actually does.

Every recommendation carries a projected impact: concentration, allocation and the affected positions, before and after. Staging a reduction in Wei's founder stock takes his largest position from 32% to 25%. Hedges show coverage rather than a fictional reallocation, because an overlay doesn't sell anything.

Archon governance audit ledger showing hash-chained events, each entry linked to the hash of the one before it

Prove every decision, years after you made it.

Every recommendation, policy evaluation and sign-off is appended to a hash-chained ledger. Each entry links to the one before it, so the record can be shown to be unaltered rather than asserted to be.

Archon team access panel showing a primary relationship manager with full access alongside colleague RMs at comment and view-only tiers

Review as a team, not a mailbox.

Recommendations carry their origin, colleagues get view, comment or full access per client, and review happens in the client's context instead of an email thread. Every comment and sign-off lands in the same ledger.

// The commercial case

Most of the booknever gets advised.

Not because relationship managers are lazy — because whole-balance-sheet analysis across thirty relationships isn't manually possible.

80%

Of clients receive little proactive advisory contact

48

Incremental qualified conversations per RM, per year

~$384K

Incremental recurring revenue per RM, per year

Illustrative model · 30 relationships per RM · 8% conversion · $25M average incremental mandate · 40bps · Not a forecast or commitment

// The integration

Core bankingKYCMarket dataCRM

Orchestrate.Don't replace.

Archon runs on top of the systems you already own. Core banking, KYC, market data and CRM connect through a clean adapter layer, and the bank's existing providers remain the systems of record. No rip-and-replace, no migration.

// Enter Archon

See the whole picture.Then inspect every decision.

A guided walkthrough of the live platform, with your own advisory scenarios.

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