Explore the live productFree account · 1 hour of product exploration

    Plan The Mandate Transition

    Compare in-kind transfer and liquidation. Reconcile positions with custody receipts.

    Track internal work and record external transfer confirmations. Desk: $399/month.

    What you see in Market Ontology

    The live product, read-only. Your own work opens here after checkout.

    Mandate Transfers screen in Market Ontology
    Explore the live productFree account · 1 hour of product exploration

    Start the job

    What opens after checkout

    Transfer plan and receipt reconciliation, built from the details above and saved to your account in Capital Command.

    You get
    Transfer plan and receipt reconciliation
    Opens in
    Capital Command
    Built from
    Positions, custodians, in-kind/liquidation instructions
    Orders
    None; nothing is sent on your behalf