Launch in 8 weeks — not 18 months

The operating system for modern retirement & wealth.

Replace the fragmented stack. Launch new schemes, onboard members, and stay compliant on one configurable platform — without rewriting code.

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50+
Regulated providers
8 wks
Average go-live
99.9%
Platform uptime
canonic.app — Scheme overview
AC
Atlas Corporate Pension
Defined Contribution · 12,482 members
Live
Contributions MTD
£4.82M
+12.4%
Onboarded
318
this week
Compliance
Pass
All checks green
Member onboarding workflow 4 of 5 steps
KYC
Risk
e-Sign
Fund
Confirm

Trusted by regulated providers across four continents

  • Atlas Pension
  • Northwind Wealth
  • Halcyon Advisory
  • Keystone Life
  • Meridian Super
  • Orion Retirement

Product

One platform. Every surface your business needs.

Six capabilities, tightly integrated. Configure, don't rewrite — every surface plugs into the same data model, the same audit trail, and the same compliance engine.

Workflow engine

Build any journey, visually.

Design onboarding, retirement claim, or advice workflows with a drag-and-drop canvas. Conditional logic, branching, approvals — no code, no deploys.

1
Start
2
Verify
3
Review
4
Approve
5
Notify
AI assistant

Advice at every touchpoint.

Context-aware guidance for members and advisors — grounded in your own data.

"Am I on track to retire at 62?"
Yes — at current contribution you'll hit your target at age 61.
Compliance

Audit-ready, by default.

Every event, signature, and decision is logged — exportable for FSRA, FCA, or internal review.

KYC verified
Risk profile signed
Suitability assessed
Annual review · due in 84d
Data hub

Every system, one source of truth.

Native connectors to fund admins, custodians, CRM, and identity — real-time sync, versioned events.

SS&C Bravura Salesforce Bloomberg BlackRock Okta Docusign Stripe
Developer platform

Extend with an API-first core.

Every capability exposed as typed APIs and webhooks. Ship custom UI on top, or embed into an existing app.

POST /v1/members
{ scheme_id: "atlas",
  contribution: 500 }
→ 201 Created · member_01hgxy…

Demo

Ship a modern member experience, end to end.

Four surfaces, one platform. Click through the product to see how configuration replaces months of custom engineering.

EW
Good afternoon, Emma
Atlas Corporate Pension · Member since 2019
Pot value
£84,210
+6.2% YTD
Projected at 65
£412K
Target met
Contributions Last 12 months
Quick actions
  • Change contribution →
  • Switch fund →
  • Nominate beneficiary →
  • Message advisor →
AI assistant

You're on track to retire at 63. Increasing your contribution by 2% would get you to 62.

Member onboarding · v4.2
Published
STEP 01
KYC
Automated
STEP 02
Risk profile
7 questions
STEP 03
Fund select
Default · Growth
STEP 04
e-Signature
DocuSign
STEP 05
Confirm
Email + SMS
Completion rate
92%
Median time
4m 12s
Drop-off at
Step 04
Atlas Corporate Pension
DC · UK
12,482
● Live
Keystone Life Savings
Annuity · US
4,210
● Live
Northwind Smart SIPP
SIPP · UK
8,900
● Live
Orion Superannuation
DC · AU
22,050
● Live
Meridian Family Office
Advised · UAE
318
● Live
Halcyon Group Risk
Insurance · EU
6,700
● Live
AUM by segment
£2.8B total
Retirement 62%
Wealth 24%
Advice 9%
Insurance 5%
Net new members
1,284
+18.4% vs last quarter
Compliance score
98/100
FSRA reporting on track

Want the full walkthrough? Book a 30-minute call →

Solutions

Built for every segment.

One configurable platform — four verticals, regulated in nine jurisdictions.

Retirement

Defined benefit, defined contribution, superannuation, and SIPP.

Explore

Wealth

Portfolio management, private banking, and family offices.

Explore

Advice

Hybrid, robo, and fully-advised financial planning.

Explore

Insurance

Life, annuities, group risk, and insurance-linked savings.

Explore

Why teams switch

Replace 18 months of engineering with configuration.

70 %

Faster to market

Modular architecture and pre-built components cut the path to production.

8 weeks

Median go-live

From signed contract to live members on the platform, averaged across 2023–24.

99.9 %

Uptime SLA

Multi-region, event-sourced core. Disaster recovery tested quarterly.

Process

Contract to go-live in eight weeks.

Four phases, each designed to keep momentum and derisk launch.

  1. 01

    Observe

    2 weeks

    Map your systems, workflows, and integration surface area.

  2. 02

    Orient

    2 days

    Configure the platform, wire up identity, fund data, and CRM.

  3. 03

    Integrate

    4 weeks

    Test, refine workflows, migrate data, train your teams.

  4. 04

    Deploy

    1 day

    Go live in production and onboard your first cohort of members.

Customers

What happens when you stop rewriting code.

"We replaced 11 internal systems with Canonic in a single quarter. What used to take a release train now ships the same afternoon."
S
Sarah Chen
CTO, Global Retirement Services
$4.2B AUM · 1.2M members
"Canonic's team understood our FSRA obligations on day one. Implementation was the least stressful regulatory project we've ever run."
M
Michael Okonkwo
Head of Digital, Wealth Partners UAE
34 jurisdictions
"From signed contract to live members in under eight weeks. Our business stakeholders now iterate on workflows without touching engineering."
R
Rajesh Kapoor
VP Engineering, Advise Global
8 weeks to production

FAQ

Everything you wanted to ask.

Have a question we haven't covered? Start in the docs — or book a 30-minute call with our team.

Browse the docs Talk to us
How long does a typical implementation take?

Eight weeks from signed contract to production. Most of that time is spent on data migration and stakeholder UAT — the platform itself configures in days, not months.

Where does Canonic fit in our existing stack?

Canonic replaces the orchestration, product, and experience layers. We integrate with your existing fund administration, custodians, CRM, and identity providers via typed APIs and event streams.

Which regulators do you support?

FSRA (ADGM), FCA (UK), ASIC (AU), MAS (SG), DFSA (DIFC), SEC (US), BaFin (DE), AMF (FR), and CONSOB (IT). We add jurisdictions quarterly based on customer demand.

Is the platform multi-tenant or dedicated?

Both. Multi-tenant for rapid deployment and shared infrastructure economies. Single-tenant and private-cloud deployments available on the Enterprise plan.

How does pricing work?

Base platform fee plus a per-active-member component. No per-seat licensing, no integration add-ons. Full pricing is shared on your first discovery call.

Ready to see what you can ship in 8 weeks?

Self-serve with the docs, try the live demo, or book 30 minutes with our team.

Book a call Try the demo Read the docs