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The Nervous System Your
Company Is Missing

Connect every dataset your company depends on into a single source of truth.
Initiate workflows across any app, reduce operational drag and scale your operations.

One Platform,
Every Data Source,
Zero Blind Spots

<0.5s Average reconciliation time
99.99% Platform uptime SLA
500M+ Data points processed daily

Three Steps To
Unified Operations

Connect data sources

Plug in your existing data sources.
Custodian feeds, ERPs, CRMs, banking APIs — any system your firm relies on.
No rip and replace required.

Unify operations

Septima normalises, reconciles and cross-references
every data point automatically. One source of truth,
updated in real time, accessible to your entire team.

Operate seamlessly

Query your data in natural language, trigger workflows
across systems, generate reports on demand.
All grounded in verified, reconciled data.

Connect Septima to your existing systems

Salesforce Bloomberg Xero AWS Refinitiv Flightradar24 Awery ERP QuickBooks FlightAware IATA FE Analytics SAP
View all integrations

Built For Industries
Where Stakes Are Real

Every DFM is drowning in the same operational mess: fund reconciliation across multiple custodians, corporate actions that slip through the cracks, fee calculations done in Excel by someone who's been at the firm for 20 years. Septima replaces that entire manual layer. Trade settlement checks, NAV reconciliation, KYC refresh triggers, regulatory reporting, all running autonomously with human oversight only where it matters. The result? Your ops team stops firefighting and starts scaling.

Wealth Management Operations

Frequently Asked Questions

How long does integration take?

Most clients are live within 2 to 4 weeks. Septima connects to your existing systems via APIs, SFTP, email ingestion, or direct database connections — there's no need to rip out what you already have. We start with your highest value workflow, prove the savings, and expand from there. There's no six-month implementation project and no army of consultants.

Where is data stored and how is it secured?

All data is encrypted at rest (AES-256) and in transit (TLS 1.3). We operate on SOC 2 Type II certified infrastructure with data residency options across the UK, EU, and US. Role-based access controls, full audit trails, and regular penetration testing are standard. Your data never leaves your chosen jurisdiction.

Does the AI hallucinate or estimate values?

No. Septima's intelligence layer is grounded exclusively in your verified, reconciled data. Every answer, every report, every workflow trigger traces back to a specific data point with a full audit trail. We don't generate estimates or fill gaps with assumptions — if the data doesn't exist, we tell you.

What systems and data sources do you support?

Septima connects to virtually any data source: custodian platforms, trading systems, ERPs, CRMs, market data providers, fund administrators, banking portals, and regulatory databases. If it has an API, a file export, or an email feed, we can ingest it. Our integration library covers 200+ common financial and operational systems out of the box.

How is Septima priced?

Pricing is based on the volume of data sources connected and the complexity of workflows automated. There are no per-seat charges and no hidden fees. We offer a pilot programme so you can validate ROI before committing. Contact us for a tailored quote based on your specific operational needs.

Your Operations Team Deserves
Better Than Spreadsheets