Vektor : Wrapped · Intermediated Channel

The bank licenses
the platform.
Your clients never
know we exist.

Vektor : Wrapped is built for custodian banks and wealth platforms who want to offer systematic listed equity capability to their EAM and IWM clients — without those clients ever touching InvestPuppy directly. You license the platform. You brand it. Your relationship with your client stays exactly as it is.

Bank-level licence, terms agreed individually — per-mandate component from USD 5,000/mandate/year. — Full pricing →

What this is not yet.

We're telling you before you ask — because that's how we do everything else on this site.

The OpenWealth connector that makes Wrapped a fully self-service integration is not yet complete. The read side — Customer Management and Custody Services — has a working prototype today; your engineering team can test against it directly. The write side — order placement and execution — is architected and fully specified, but not yet built, and remains a scheduled near-term development item. The founding team's OpenWealth credentials and institutional relationships predate InvestPuppy and are independent of this build timeline.

What Wrapped means today

Right now, Wrapped means a direct conversation, not a self-service integration. If your institution is OpenWealth-compliant, or evaluating becoming so, we want to talk before the connector is built — the same way an Alloy Partner shapes Vektor : House before it exists in final form. There is no staged programme for Wrapped yet. There is a conversation, and what comes out of it shapes what gets built.

What a Wrapped conversation gets you

You receive

Direct access to the founding team's actual OpenWealth integration experience — not a sales conversation, an engineering one.
Early input into the connector specification itself, if your timeline aligns with ours.
The same proof-of-concept offer available to every delivery model: pick a mandate in your listed-equity market and currency — we test configuration and fit, then show you the platform working on it.
The OpenWealth Commercial Overview — the full technical and commercial detail behind this page — shared directly once a conversation starts.
Direct access to the OpenWealth read-side API prototype (Customer Management, Custody Services) for your own technical evaluation.

InvestPuppy receives

A real custodian conversation that validates the Wrapped architecture before it's built, not after.
Requirements for data governance, security and compliance shaping the connector spec from a live relationship, not a hypothetical one.

A specific question? For example:

"How does each delivery model differ in terms of what data InvestPuppy holds about my clients?"

Direct factual response. No data-gathering. No bullshit.

…ask the Puppy →

Current status of Vektor : Wrapped

Working today

✓ Complete eleven-step portfolio management workflow — same engine as every delivery model
✓ Eight exchanges configured. New markets take minutes, not projects.
✓ Full audit trail and compliance documentation

Prototype working — dev, read-only

✓ OpenWealth Customer Management API (v2.0.6) — list/get customer records
✓ OpenWealth Custody Services API (v3.2.0) — portfolio positions and valuations

Architected — not yet built

● OpenWealth Trading API — order placement and execution
● Platform licence deployment model for custodian-hosted operation

Shaped by conversation, not yet scheduled

● Bank-branded client-facing presentation layer
● Custodian-specific data residency and governance configuration

The platform is built and running. The Wrapped connector's read side — Customer Management and Custody Services — has a working prototype in development, tested against real authenticated requests. The Trading side — order placement and execution — is specified, not built. The founding team's OpenWealth experience is real and predates InvestPuppy. What gets built next depends on who we talk to first.

Before this conversation begins, read precisely what Vektor is not and is not designed to do. What Vektor Is Not →

If your institution is OpenWealth-compliant, or getting there — this is how it starts.

All enquiries are confidential and covered by mutual NDA on request. One of our founders reads every enquiry personally, with no obligation on either side.

A question that doesn’t fit a path? We’d rather you asked.

Tell us where you are — we’ll work out the right conversation from there.

contact@investpuppy.com →

The bank licensesthe platform.Your clients neverknow we exist.

What Wrapped means today

What a Wrapped conversation gets you

Current status of Vektor : Wrapped

The bank licenses
the platform.
Your clients never
know we exist.