RIAs & Funds
Runlines for SEC-regulated advisors and funds.
RIAs and funds are SEC-regulated investment advisors and funds, with a back office built on fiduciary duty, audit-heavy processes, and lean teams. It is a different regulator from a credit union, but the same governed pattern: a Runline per process, a Prime Runner doing the assembly, a human owning the call.
What runs here
The proof point in this market runs journal-entry pipelines, reconciliation, and reporting as Runlines. Finance and GL work, close and consolidation, capital-call and distribution tracking are transaction-dense and reconciliation-heavy, which is where a governed Runner removes toil without removing control. Everything it touches is cited from the Knowledge Fabric and audited through the Grid.
Where it differs
The compliance surface is SEC rather than NCUA: Reg S-P for privacy, the custody and books-and-records rules, and the fund's own audit. The Examiner Center mapping is the same exercise against a different rulebook. Fiduciary duty raises the bar on "who decided, and on what basis," which is exactly what the Decisions stream is built to answer.