All use cases
Robo Advisor

A robo-advisory platform serving clients across multiple jurisdictions evidences every automated recommendation against each region's regime, one API, many regulators.

The situation

A robo-advisory platform serves clients across several jurisdictions, each with its own suitability regime. Every automated recommendation must be defensible to whichever regulator asks, without running a different evidence stack per region. Aegis Trace stamps each decision against the applicable regime through one API, so the platform produces consistent, regulator-ready proof everywhere it operates.

The regulations

  • MiFID II
  • FCA Consumer Duty
  • SEC Reg BI
  • ASIC RG 255
  • MAS FAA

The evidence

Each recommendation is tagged with the client’s applicable regime.

POST /v1/decisions
{
  "decision": "rebalance_portfolio",
  "jurisdiction": "SG",
  "regime": "MAS_FAA",
  "model": { "name": "robo-advisor", "version": "9.0.3" }
}

One certificate format, mapped to the right regulator.

{
  "certificate_id": "crt_gw_4d77",
  "status": "sealed",
  "decision": "rebalance_portfolio",
  "regime": "MAS_FAA",
  "issued_at": "2026-03-14T09:21:07Z",
  "inputs_hash": "sha256:3f8a…c1d2",
  "model": { "name": "decision-engine", "version": "4.2.1" },
  "signature": {
    "alg": "ed25519",
    "value": "MEUCIQD…Qz9w",
    "anchored": "rfc3161"
  }
}

What the regulator receives

A jurisdiction-aware certificate per recommendation, the same tamper-proof format mapped to each region’s regime, so any regulator receives evidence in the form it expects.

Evidence the moment the decision is made.