Heraxis
Heraxis is an oversight and evidence platform that uses AI and automation to bring client information, holdings, risk, decisions and supporting evidence into one governed view.
It helps trust and corporate services businesses understand what happened, why it happened and under whose authority.
Every decision, evidenced.
Client data and compliance procedures may already exist across your business, but that alone does not prove how a decision was reached or whether the correct process was followed.
Heraxis sits above your existing systems, using AI and automation to gather, check and connect information without replacing the technology you already use. Your compliance manual becomes the governing object within the platform, so every review is carried out under the version in force at the time.
AI undertakes the manual work beneath that authority, preparing the information and evidence people need to exercise professional judgement. Every decision remains clearly recorded, attributable and auditable.
AI-supported oversight. Human accountability.
Apply the policy that was actually in forceLink every review to the relevant version of your compliance manual, ensuring AI and automated processes operate within the rules and procedures that applied at the time.
Use AI to build the complete client pictureGather client information, structures, holdings, risk, activity and supporting evidence from Acumen or other connected systems, giving reviewers one governed view from initial acceptance through to exit.
Let AI prepare the review, not make the decisionUse AI and automation to collect information, run checks and assemble evidence. The compliance professional or director remains responsible for the resulting judgement and rationale.
Understand why every decision was madeRecord who made a decision, the capacity in which they acted, the evidence considered and what was known at the time, rather than relying on a timestamp alone.
Find gaps that conventional monitoring can missAutomatically reconcile changes in client records against the work undertaken by the firm, helping identify activity that cannot be attributed to an appropriate review or process.
Help senior reviewers become confident fasterUse AI to bring the relevant policy, evidence, actions and exceptions together, reducing the time experienced people spend searching systems and rereading complete client files.
Keep your systems. Add governed AI oversight.
Heraxis connects information and activity across your existing technology, using AI to give users one place to review, act and evidence decisions.
- AI-assisted information gathering across existing systems
- AI-supported checks and evidence assembly
- Automated reconciliation of records and compliance activity
- Identification of exceptions and matters requiring attention
- One governed view of clients, holdings and risk
- Oversight across the complete client lifecycle
- Client acceptance, ongoing review and exit
- Version-controlled compliance manuals and procedures
- Reviews governed by the policy version in force
- Decision rationale and supporting evidence
- Historical records of roles, capacity and authority
- Visibility of what was known and not known at the time
- Integration with Acumen or other existing systems
- Central access to checks and reports
- Co-ordination of screening and automated processes
- Collection of information and documents from clients
- Identification of changes with no associated process
- Identification of processes that produced no record change
- Exception and action management
- Measurement of mind and management activity
- End-to-end audit and evidence trails
- Protected receipts for people reporting suspicions
Uptime SLA
Governed AI, evidence and authority
AI should make compliance oversight more efficient without making decisions harder to explain. Heraxis preserves the human responsibility, context and evidence behind every AI-supported process.
Keep AI beneath human authorityAI gathers, compares and prepares information, but the decision remains attached to the person responsible, together with their reasoning and the authority under which they acted.
Protect the existing source of truthHeraxis reads information from Acumen without writing back to it. Acumen remains the core record while Heraxis provides AI-supported oversight and evidence above it.
Confirm whether connections to other systems also operate on a read-only basis.
Keep the decision history intactEach decision retains the identity and capacity of the person who made it, creating a historical record that does not change when organisational roles change.
Protect sensitive evidenceHeraxis preserves the evidence behind compliance activity and provides protected receipts for individuals who report suspicions, designed so that the firm cannot read, alter or delete them.
Who is it for?
Heraxis is designed for Trust and Corporate Service Providers that want to use AI to strengthen oversight, reduce manual compliance work and produce clearer evidence of how client decisions were reached.
Key users include:
- MLCOs and compliance officers
- Board members and directors
- Administrators and team managers
- IT and technology leaders
Questions answered
AI can gather information from different systems, run checks, compare activity and assemble evidence for review. Heraxis applies these capabilities within a governed process while keeping decisions and accountability with the compliance professional or director.
Yes. Heraxis uses AI and automation to bring relevant client information, holdings, risk, activity and evidence from Acumen and other connected systems into one governed view.
Heraxis connects each review and decision to the policy version in force, the person responsible, their authority, the evidence considered and the reason for the decision.
Heraxis automatically reconciles changes in the client record against completed reviews and processes. This helps distinguish properly attributed changes from changes for which no corresponding process can be found.
No. AI and automation undertake supporting work such as gathering information, running checks and assembling evidence. The final decision, reasoning and responsibility remain attached to the person exercising professional judgement.
No. Heraxis is an AI-supported oversight and evidence layer above existing systems. It reads information from Acumen and connects with other technology already used by the firm without replacing the underlying systems of record.
In good company.
From boutique trust companies to global banks, teams across the industry run on Vega.
Vega has taken the manual grind out of our client administration — what used to take days now runs quietly in the background.
Adam JefferiesJTC GroupCompliance and reporting we can stand behind at audit. The evidence is always there when we need it.
Richard MorrisPraxisOnboarding that used to take weeks now takes days. Our clients feel the difference from day one.
Sophie YabsleyTitan Wealth