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Solutions

Fit and freedom.

A standard method that reaches a truly custom result. The software forms around your business, not the other way round, and deploys into any shop, fast.

The estate

All 20 systems. The red line follows Overture.

  1. 01Policy and intake07

    Your policy and its sources.

  2. 02Checks03

    The rules run before anything acts.

  3. 03Sign-off03

    Models propose. Humans ratify.

  4. 04Proof02

    Every decision, kept with its basis.

  5. 05Outputs05

    Reports, matches and working tools.

Governance

Overture

Authority before action.

A governed platform for institutional data analytics and investment decision support.

How it works
  1. 01Proposed action
  2. 02Approved rule
  3. 03Permission or review
  4. 04Decision record
01In practice

A proposed investment action meets its mandate before it reaches execution. An incomplete assessment pauses; a hard limit refuses the action.

02Who it is for

Investment, operations and governance teams coordinating AI-assisted decisions.

03How it is applied

The conductor in the architecture: it connects approved rules, bounded execution and the resulting decision record. Authority is defined for the workflow and institution.

04The thinking behind it
05Connected

Governance

Living Policy Architecture

Policy becomes working infrastructure.

The framework connecting policy sources, validated rules, bounded actions and decision evidence.

How it works
  1. 01Authoritative source
  2. 02Validated interpretation
  3. 03Governed action
  4. 04Reviewed improvement
01In practice

An approved rule can be reused across workflows while retaining its source and version. Outcomes and expert corrections inform the next governed improvement.

02Who it is for

Policy owners and the teams building or overseeing institutional AI.

03How it is applied

Computable policy becomes an executable constraint after interpretation and validation. Judgment remains assigned to accountable people. Reviewed experience can improve the next approved version.

04The thinking behind it
05Connected

Governance

Decision Provenance

Keep the decision with its basis.

A decision-record schema and implementation linking an action to the inputs, policy and outcome that explain it.

How it works
  1. 01Input snapshot
  2. 02Rule and version
  3. 03Recorded outcome
  4. 04Inspectable record
01In practice

A refused action retains the same source and input context as an approved one. Review can examine the basis of either outcome.

02Who it is for

Governance, risk and engineering teams inspecting how a decision was made.

03How it is applied

The record is part of the evidence architecture. Assurance depends on the integrity of capture, policy validation and implementation; a record by itself is not independent certification.

04The thinking behind it
05Connected

Governance

AA-1

Make agent governance legible.

A disclosure layer for describing the governance of AI agents in a consistent, inspectable form.

How it works
  1. 01Agent scope
  2. 02Governance controls
  3. 03Supporting evidence
  4. 04Structured disclosure
01In practice

A reviewer should be able to understand an agent’s authority and the controls around it without reconstructing the entire implementation.

02Who it is for

Institutions communicating AI governance to reviewers, counterparties and oversight teams.

03How it is applied

Introduced in From Frameworks to Filings. AA-1 gives reviewers, counterparties and oversight teams one consistent way to read how an agent is governed.

04The thinking behind it
05Connected

Intelligence

Bellwether

Regulator updates from four jurisdictions, in one feed.

A regulatory change feed that monitors financial regulators in Canada, the US, the UK and the EU, and records what they publish.

How it works
  1. 01Public source
  2. 02Collected change
  3. 03Institutional relevance
  4. 04Policy-owner review
351 records from 10 feeds
  • United States129

    SEC, FINRA, CFTC / 5 feeds

    • News and notices90
    • Rules22
    • Guidance17
  • United Kingdom86

    FCA / 1 feed

    • News and notices86
    • Rules0
    • Guidance0
  • European Union71

    ESMA, EBA / 2 feeds

    • News and notices71
    • Rules0
    • Guidance0
  • Canada65

    OSFI, OSC / 2 feeds

    • News and notices65
    • Rules0
    • Guidance0

Source: DAP Bellwether, bellwether.dap.solutions, at the 2026-10-21 06:00 UTC collection run. Coverage starts when each source was first collected; it is not a complete archive.

Proof

Bellwether, our regulatory monitor, went from question to deployed live service in under 40 minutes.

01In practice

A source update becomes an input to review. It does not silently replace the institution’s approved policy or grant new authority.

02Who it is for

Policy, compliance and research teams following changes in their operating environment.

03How it is applied

An information layer feeding the broader architecture. Source coverage and collection dates matter; collected information still requires interpretation and review.

04The thinking behind it
05Connected

Intelligence

Ledger

Everything published compiles.

Reads what institutional software vendors publish, compiles each capability into a cited record and tests whether it can be rebuilt from public material alone. The Index shows the full landscape, with the gaps.

Claims compiled
3,228
Capabilities mapped
89
Products mapped
64
Rebuild tests run
359

Source: the Ledger lake, as of 30 Oct 2026.

Networks

Resolve Exchange

The problem finds the right capability.

A governed venue for connecting institutional problems with people and agents equipped to work on them.

How it works
  1. 01Defined problem
  2. 02Bounded access
  3. 03Matched capability
  4. 04Reviewed result
01In practice

An institution scopes a recurring problem before sharing access. Work is routed within those boundaries and returned for review.

02Who it is for

Institutions framing a problem and specialists bringing a relevant capability.

03How it is applied

The network layer of the portfolio. The design brings problem definition, access boundaries and review into the route between an institution and a solver.

04The thinking behind it
05Connected

Networks

DAP Agent Payments

Let agents in, on your terms.

A payment gateway that sits in front of an API. AI agents pay for each answer in USDC over x402, the open web standard for paying over HTTP, and no answer leaves before the payment settles.

How it works
  1. 01Agent request
  2. 02Quoted price
  3. 03Settled payment
  4. 04Released answer
01In practice

An agent asks Foundry’s settlement day count tool for an answer. DAP Agent Payments quotes one cent in USDC. The agent signs a payment, and the answer comes back only after it settles on Base. A request the tool refuses costs the agent nothing.

02Who it is for

Firms that sell data or calculations and want AI agents to find, call and pay for them.

03How it is applied

The payment edge in front of DAP Foundry. It quotes the price, checks the signed payment, releases the answer once the payment settles, and returns a receipt. A refusal costs nothing. Every tool behind it is approved by a person before it goes live.

04The thinking behind it
05Connected

Reporting

Falcon

Every reported number traces to its source.

A reporting architecture that connects contract data, calculations and reporting outputs to a common, inspectable basis.

How it works
  1. 01Contract inputs
  2. 02Event calculations
  3. 03Reporting mapping
  4. 04Traceable output
01In practice

A reporting value can be followed back through its mapping and calculation to the input that produced it.

02Who it is for

Finance, risk and regulatory reporting teams reconciling outputs across systems.

03How it is applied

One reporting basis, from contract inputs to the filed output. Filing coverage and integration are set for each engagement.

04The thinking behind it
05Connected

Reporting

DAP Standard

Six layers. A common language.

A six-layer classification framework for describing institutional holdings with a consistent vocabulary.

Layers
6
Domains
16
Segments
223
Asset forms
41

Reporting

Lattice

Define the contract once.

An ACTUS-based contract engine in which one contract definition supports consistent events, calculations and reporting views.

How it works
  1. 01Contract terms
  2. 02Event schedule
  3. 03Cash-flow logic
  4. 04Reporting views
01In practice

The same contract terms underpin downstream calculations, so differences between views can be traced to their mapping rather than separate definitions.

02Who it is for

Teams connecting financial contract terms to risk and reporting infrastructure.

03How it is applied

The contract and event engine within the reporting architecture. Each engagement sets the contract types, calculation rules and reporting mappings it covers.

04The thinking behind it
05Connected

Private AI

sh4pe

Keep the model close to the work.

A local model studio that trains, tests and runs private AI models on hardware your institution controls. Your knowledge stays inside your walls.

How it works
  1. 01Bounded dataset
  2. 02Local training
  3. 03Held-out evaluation
  4. 04Qualified use
01In practice

A candidate model is assessed on a defined task before it can take a place in a governed workflow. Local deployment alone does not establish that authority.

02Who it is for

Teams working with sensitive institutional knowledge and explicit data boundaries.

03How it is applied

Model quality and the permitted task are evaluated separately from the choice to run locally. A model takes on a task only after it passes a test on data it has never seen, and a person signs off.

04The thinking behind it
05Connected

Works alongside these systems. Pick one to open it here.

Private AI

Antechamber

Test the authority before granting it.

A pre-production qualification approach for evaluating an agent against its intended policy boundaries and operating task.

How it works
  1. 01Candidate capability
  2. 02Policy-bound tests
  3. 03Inspected results
  4. 04Defined authority
01In practice

An agent starts without execution authority. Evaluation determines whether a specific scope can be granted, narrowed or refused.

02Who it is for

Institutions assessing an agent before granting access or execution authority.

03How it is applied

The architecture extends shadow evaluation into a defined qualification path. A test result supports a bounded decision about use; it is not blanket approval or third-party certification.

04The thinking behind it
05Connected

Works alongside these systems. Pick one to open it here.

Sector solutions

Overture PI

Living Policy Architecture for personal injury law.

Living Policy Architecture for Ontario plaintiff personal injury law firms. Working on closed files with a law firm client, with a public demo.

Discovery & delivery

Downforce

Turn the right question into capability.

A discovery loop connecting problem identification, governed execution and the network that brings a problem to the right solver.

How it works
  1. 01Find the question
  2. 02Route the problem
  3. 03Govern the work
  4. 04Review what changed
01In practice

An observed operating problem becomes a bounded assignment. What the work reveals helps refine the next opportunity and its evidence.

02Who it is for

Institutions deciding which recurring problems are worth turning into working systems.

03How it is applied

The architecture brings problem origination, Overture and Resolve Exchange into one learning loop. Findings and reviewed outcomes inform the next useful question.

04The thinking behind it
05Connected

Discovery & delivery

Gate Zero

Define the work before the build.

A delivery approach that establishes the problem, decision boundaries and acceptance basis before implementation expands.

How it works
  1. 01Operating problem
  2. 02Agreed boundaries
  3. 03Acceptance basis
  4. 04Bounded build
01In practice

Start with one real workflow and the people accountable for it. Establish what success and escalation mean before extending the system’s reach.

02Who it is for

Institutional sponsors and delivery teams moving from an idea to a bounded engagement.

03How it is applied

A methodology within the advisory and embedded engineering relationship. Discovery, ownership and acceptance criteria shape what is built and how it is assessed.

04The thinking behind it
05Connected

Discovery & delivery

Software Factory

Carry the intent through the build.

A development architecture connecting policy intent, system specification and the evidence used to assess a delivered application.

How it works
  1. 01Policy intent
  2. 02Reviewed specification
  3. 03Implementation
  4. 04Acceptance evidence
01In practice

The acceptance basis stays connected to the original intent as a system moves through specification, build and review.

02Who it is for

Teams building institution-specific applications under explicit governance constraints.

03How it is applied

An engineering approach for translating a bounded specification into a working system, with human approval and verification around the delivery process.

04The thinking behind it
05Connected

Discovery & delivery

DAP Foundry

Small tools that finish the job.

Small tools that finish the job in your browser, with no account. Browser inputs are not uploaded or stored. Four of them also answer AI agents over MCP and JSON, and their paid answers run through DAP Agent Payments. Every tool is tested, then cleared by a person, before it goes live.

Open it now

Bellwether

Regulator updates from four jurisdictions, in one feed.

A regulatory change feed that monitors financial regulators in Canada, the US, the UK and the EU, and records what they publish.

351 records from 10 feeds
  • United States129

    SEC, FINRA, CFTC / 5 feeds

    • News and notices90
    • Rules22
    • Guidance17
  • United Kingdom86

    FCA / 1 feed

    • News and notices86
    • Rules0
    • Guidance0
  • European Union71

    ESMA, EBA / 2 feeds

    • News and notices71
    • Rules0
    • Guidance0
  • Canada65

    OSFI, OSC / 2 feeds

    • News and notices65
    • Rules0
    • Guidance0

Source: DAP Bellwether, bellwether.dap.solutions, at the 2026-10-21 06:00 UTC collection run. Coverage starts when each source was first collected; it is not a complete archive.

Open it now

Ledger

Everything published compiles.

Reads what institutional software vendors publish, compiles each capability into a cited record and tests whether it can be rebuilt from public material alone. The Index shows the full landscape, with the gaps.

Claims compiled
3,228
Capabilities mapped
89
Products mapped
64
Rebuild tests run
359

Source: the Ledger lake, as of 30 Oct 2026.

Open it now

DAP Foundry

Small tools that finish the job.

Small tools that finish the job in your browser, with no account. Browser inputs are not uploaded or stored. Four of them also answer AI agents over MCP and JSON, and their paid answers run through DAP Agent Payments. Every tool is tested, then cleared by a person, before it goes live.

Briefings

Sovereign intelligence, explained

Open-weight models: what they are, why institutions run their own, and how to tune one safely. With a note on sh4pe, DAP's local model studio.

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Built for institutions that must defend every decision

  • Asset owners
  • Asset managers
  • OCIOs
  • Pension plans
  • Insurers
  • Family offices
  • Banks
  • Technology companies
  • Service providers

First buyers: Canadian banks, insurers and pensions, whose vendor due diligence runs on OSFI guidelines.

Beyond capital: regulated professional services, starting with personal injury law through Overture PI.

You buy the outcome. We compile the system that delivers it, and the evidence that it did.

Discover a higher standard