Financial Charter

Codify your strategy, governance, and risk rules into a living charter that powers your tools and reports. Align teams, reduce errors, and move faster—together.

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What is a Financial Charter?

A single, explicit source of truth for strategy, risk, compliance, and operations. Your Charter drives automation—position sizing, exposure limits, trade windows, and escalation paths.

Role-based guardrails and approvals
Exposure and liquidity constraints
Regime‑aware risk switches
Auto‑generated executive reports

Included with the Suite

Templates for families, traders, and teams
Update Center integration for change tracking
Advisor System hooks for rule‑driven guidance

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