Modir Wealth OS

One platform. Many workflows. Fully governed AI.

An AI-native, governed wealth-management operating system for regulated institutions. Ten bounded contexts. Six locales. Three calendars. One tamper-evident audit trail.

Built for institutions across MENA, Europe and North America · Illustrative
  • Al-Madar Private Bank — illustrative placeholder
  • Pasargad Wealth — illustrative placeholder
  • Atlantic Wealth — illustrative placeholder
  • Cedar Trust — illustrative placeholder
  • Riyadh Capital — illustrative placeholder
  • Gulf Family Office — illustrative placeholder
  • Dubai Wealth Partners — illustrative placeholder
  • Tehran Asset Management — illustrative placeholder
  • London Heritage Bank — illustrative placeholder
  • Hudson Advisors — illustrative placeholder
  • Levant Investment Group — illustrative placeholder
  • Northstar Family Trust — illustrative placeholder
The market problem

Fragmentation is the silent tax on wealth firms.

Most wealth firms run on five to seven systems stitched by overnight batch jobs and tribal knowledge. Modir replaces that integration tax with one governed platform.

Before vs after Modir comparison

Advisors lose hours

Every client review starts in CRM, continues in portfolio accounting, and ends in a separate compliance system. Each context switch leaks attention.

AI cannot work safely

Without unified governance — input/output guards, OPA decisions, audited approvals — AI is too risky to run anywhere near regulated state.

Compliance is reactive

Findings emerge weeks after the fact, in spreadsheets. Without tamper-evident audit, every finding is a debate, not a fact.

Modernization is paralysed

Replacing the core feels existential. So firms keep extending the legacy stack — adding cost, fragility, and audit surface.

Why Modir

Built differently. Built for regulators.

Four design choices that show up on every page of the product.

Sovereign-grade

Per-tenant data residency, region pinning, and fully on-premise sovereign deployments for KSA, Iran and government clients. Signed images, SBOM, cosign verification.

AI-native, not AI-bolted-on

Five governed graphs (briefing, commentary, NBA, triage, suitability draft). Every node guarded by NeMo Guardrails, OPA, and Langfuse traces with human approval on mutations.

Three calendars, six locales

Gregorian, Hijri Umm al-Qura and Jalali — verified to eight reference dates. RTL via logical properties, three numbering systems, ICU MessageFormat throughout.

Composable, not coupled

Modular monolith with ten bounded contexts. Extract any context to its own service later — without rewriting clients. The architecture grows with you.

Platform at a glance

Six numbers that define the platform.

10
Bounded contexts

Identity, client, audit, documents, onboarding, portfolio, compliance, trading, case, AI.

3
Calendar systems

Gregorian, Hijri Umm al-Qura, Jalali — verified by 8 reference dates.

100%
Hash-chained audit

Append-only, hourly verified by a Temporal cron workflow.

5
Governed AI use cases

Briefing, commentary, NBA, triage, suitability draft.

6
Supported locales

en-US, en-GB, ar-SA, ar-AE, fa-IR, en-XA pseudo.

10
Temporal workflows

Onboarding, trading, audit verify, case, AI, recon, kyc, more.

Architecture preview

Six layers, one governed control plane.

From experience to governance, every layer is independently observable, independently scalable, and independently versioned. Read the full architecture for component-level detail.

Read the architecture →
Six-layer architecture diagram
Customer story

From three weeks to three days.

We replaced four systems with Modir. The compliance team trusts the audit chain. The advisors stopped switching tabs. The Saudi tenant was live in our region from day one.

Operations Director, Al-Madar Private Bank — Illustrative
Client detail screen in Arabic
Get started

Request a 90-minute architecture workshop.

We map your jurisdictions, integrations, and tenants to a Modir deployment plan — typically with a costed 8-week pilot scope as the output.