WAVES Institutional Console
Decision infrastructure platform powering WAVES™ portfolio operations and available for institutional licensing
Institutional Console Access
The WAVES Console serves as the decision infrastructure platform for modern asset management. Delivering real-time portfolio analytics with risk overlays, comprehensive alpha attribution with benchmark integrity controls, and institutional-grade decision intelligence. This is the same platform that powers WAVES™ portfolio operations—demonstrating its effectiveness under live market conditions. Institutions can license this infrastructure for their own decision-making, engage WAVES™ portfolios as live mandates, or pursue both in an integrated approach. Built for fiduciary oversight, the platform provides complete transparency into strategy performance, position-level exposures with audit trails, and governance-ready compliance frameworks.
Risk Overlays
Real-time risk monitoring with multi-layer overlay analysis for comprehensive exposure management
Benchmark Integrity
Continuous validation of performance benchmarks ensuring accuracy and consistency across analytics
Complete Audit Trails
Immutable logging of all decisions, allocations, and system activities for regulatory compliance
Governance Ready
Built-in compliance frameworks and fiduciary controls meeting institutional standards
Institutional Use Readiness
- •SOC 2 Type II certified infrastructure with comprehensive security controls
- •End-to-end encryption (TLS 1.3 in transit, AES-256 at rest) with HSM key management
- •Role-based access control (RBAC) with mandatory multi-factor authentication
- •Immutable audit trails for all portfolio activities and decision workflows
- •GDPR compliant with support for SEC, FINRA, and fiduciary regulatory frameworks
Connect with our team to discuss platform capabilities, WAVES™ portfolio mandates, and integrated deployment options. We provide comprehensive technical due diligence materials and support for institutional evaluation of both infrastructure and live portfolio offerings.
Contact: jasonheldman-creator
Intended Users
Built for institutional decision-makers and oversight professionals
Chief Investment Officers
Strategic asset allocation oversight, risk budget management, and fiduciary governance with complete transparency into portfolio positioning and performance attribution.
Portfolio Managers
Tactical implementation, strategy execution, and position-level decision support with real-time risk overlays and benchmark integrity validation.
Risk Officers
Continuous exposure monitoring, stress testing, scenario analysis, and risk reporting with institutional-grade precision and audit trails.
Compliance Officers
Regulatory oversight, policy enforcement, trade surveillance, and comprehensive audit trail documentation for fiduciary and regulatory requirements.
Governance & Oversight Readiness
Auditability
Immutable logging of all portfolio decisions, system activities, and data modifications with tamper-proof audit trails for regulatory examination and forensic analysis.
Data Lineage
Complete traceability from raw market data through analytics processing to portfolio decisions. Full transparency into calculation methodologies and data transformations.
Access Control
Granular role-based permissions with mandatory multi-factor authentication, session management, and hierarchical approval workflows for institutional environments.
Compliance Frameworks
Built-in support for SEC, FINRA, GDPR, and fiduciary regulatory requirements with automated compliance monitoring and reporting capabilities.