Institutional services

Copy allocation at scale

Allocate across a book of strategy providers with institutional risk controls: mandate limits, exclusion lists, exposure caps by asset and by provider, and pre-trade checks. Allocation changes and their rationale are logged for your own compliance file.

OTC desk

Block trades quoted as a single firm price with no market impact. Minimum ticket $100,000, settled same day, with quotes held long enough for a human to approve them.

Custody

Segregated cold storage with multi-signature controls, role-based withdrawal approval workflows requiring multiple authorisers, and a complete audit trail exportable for your accounting and audit teams.

Connectivity

FIX 4.4 and low-latency WebSocket, dedicated rate limits, and co-location for market makers. Test environment available before you go live.

Reporting

Daily position and P&L files, monthly performance attribution broken down by provider, and year-end statements formatted for audit. Delivered by SFTP or API rather than as something you have to download by hand.

Onboarding

Corporate documents, beneficial ownership disclosure, sanctions screening and a source-of-funds review. Typically five to ten business days. Write to business@spheresinvest.online to start.