SigmaX
Products

See what a governed capital decision looks like.

SigmaX turns a messy signal into a decision a wealth firm, investment team, fintech or advisor platform, or institutional operator can actually defend. Every product below is a different way to work with the same governed record — the ActionIntent — that shows what changed, what is allowed, who must authorize it, where it may route, and which impact and audit records prove the lifecycle.

AI analyzes. Deterministic systems validate. Humans authorize. Capital remains governed.

SigmaX is not a trading platform, broker, custodian, payment processor, or AI stock picker. Governed capital-decision software — no live trading, no capital, and human approval required before any trade.

How it works

You bring a decision. SigmaX makes it defensible.

The same five steps run under every product — from an entry sandbox to a private institutional deployment. What changes is scale, seats, and how deep it wires into your stack, never the discipline.

  1. 01

    You bring a signal

    A model drift, a mandate constraint, an approval request, a paper workflow, or a platform event — the messy input that precedes a capital-linked decision.

  2. 02

    It becomes an ActionIntent

    SigmaX turns the signal into a governed decision packet that names the Capital Twin, the proposed action, and the proof the decision requires.

  3. 03

    Mandate and Preflight check it

    Deterministic checks frame what changed, what is allowed, what proof is missing, who must authorize, and which route is eligible — without moving anything.

  4. 04

    A human authorizes

    SigmaX identifies who must review, hold, or authorize. It never approves, trades, custodies, or moves capital on your behalf.

  5. 05

    You keep the record

    The required approver, route status, Impact Ledger, and Audit trail make the decision inspectable long after the meeting.

Inspectable product output

The company receives a governed decision packet, not another dashboard.

The offer is easier to understand when the buyer can see the artifact: input, analysis, approval state, route state, and audit output.

Company input

Model drift, tax note, mandate constraint, and proposed rebalance

SigmaX analysis

Mandate check, proof gap, counter-evidence, cost, and route eligibility

Approval state

Human authorization required before any outside action

Route status

Paper-ready for committee review; no execution inside SigmaX

Sample ActionIntent packet
Committee review packet: AIX-WM-DRIFT-1047
Sample only
ActionIntent packet

One proposed action, fully labeled.

The packet names the Capital Twin, the signal, the proposed action, the mandate result, missing proof, and required approver.

AIX-WM-DRIFT-1047
Mandate: conditional
Proof gap: tax note stale
Approval state

Authority stays human-bound.

SigmaX identifies the principal or reviewer who must authorize, hold, or block. The system does not approve for them.

Approver: investment principal
Human authorization required
State: approval required
AI authority: none
Audit output

The record is ready before the meeting.

Impact Ledger and AuditWriter preserve what changed, what was checked, who reviewed it, and what route state existed.

Impact Ledger: opened
AuditWriter: draft record
External action: none
Decision handoff

The artifact shows the proposed action, missing proof, required approver, and route state before anyone acts outside SigmaX.

Buyer handoff
One packet for committee review
Open issue
Tax note must be refreshed
Route state
Paper-ready; no execution
Capital authority
none
Customer capital
not routed
External execution
disabled
The products

Eight ways to work with the record.

Start with a low-commitment read, prove it on one real workflow, or run the authority layer continuously. Every card shows what you receive and who it is for — open any one for the full walkthrough. Prices live on the pricing page.

Entry

Start on the ActionIntent workflow.

Low-commitment ways to see the governed decision workflow on your own terms: a self-serve sandbox on a sample or paper Twin, and a fixed-scope audit of where your real capital decisions stall, gate, and lose defensibility.

Builder Sandbox

Self-serve

Learn the ActionIntent lifecycle on one sample or paper Capital Twin.

What you receive
  • 1 sample or paper Capital Twin
  • ActionIntent lifecycle training and sandbox workflow
  • CapitalMandate and Preflight examples
Best for: learning the ActionIntent lifecycle on one sample/paper Twin
Explore Builder Sandbox

Decision Friction Audit

Self-serve

A fixed-scope read on where your capital decisions stall, gate, and lose defensibility.

What you receive
  • A mapped signal-to-authorization workflow for one team
  • Ranked decision-friction points with avoidable-cost estimates
  • Missing-proof and mandate-gap findings
Best for: a fixed-scope read on where capital decisions stall
Explore Decision Friction Audit
Conversion

Prove it on a real internal workflow.

Fixed-scope engagements that turn interest into a defensible, mapped workflow before a platform commitment: reconstruct a quarter of committee decisions into governed memory, or run a bounded design-partner pilot end to end.

IC Memory Sprint

Self-serve

Turn a quarter of investment-committee decisions into a governed, searchable memory.

What you receive
  • A quarter of IC / committee decisions reconstructed as governed records
  • Mandate context and proof captured per decision
  • Human authorization and route status preserved
Best for: turning a quarter of IC decisions into governed memory
Explore IC Memory Sprint

Private Pilot

Self-serve

Run a 45-60 day design-partner pilot before a broader deployment.

What you receive
  • 45-60 day design-partner pilot
  • One focused institutional workflow mapped end to end
  • Pilot proof packet and implementation recommendation
Best for: 45-60 day design-partner pilot
Explore Private Pilot
Recurring platform

Run the authority layer continuously.

The annual Capital Action OS: a one-team authority workflow, the institutional operating layer, the embedded ActionIntent API, and a private deployment. No live execution, custody, or customer-capital routing is included.

Authority Team

Self-serve

Run real paper or draft approval workflows for one team, on an annual platform.

What you receive
  • One team workspace, annual commitment
  • Paper or draft ActionIntent approval workflows
  • Mandate-aware proof and counter-evidence checks
Best for: real paper/draft approval workflows for one team
Explore Authority Team

Institutional OS

Self-serve

Govern many Twins, mandates, approvers, impact records, and audit records.

What you receive
  • Many Capital Twins governed
  • Many mandates, approvers, and authority workflows
  • Higher ActionIntent, Preflight, and authorization volume
Best for: many Twins, mandates, approvers, impact/audit records
Explore Institutional OS

ActionIntent API

Self-serve

Embed the governed action primitive in another platform or workflow.

What you receive
  • ActionIntent create/query/list API
  • CapitalMandate and Preflight result in each response
  • Required approver and eligible route status
Best for: platforms embedding the governed action primitive
Explore ActionIntent API

Private Infrastructure

Self-serve

Deploy a custom institutional authority layer privately.

What you receive
  • Custom Capital Twin, mandate, and ActionIntent volume
  • Private API and workspace controls
  • Route-status preparation without execution authority
Best for: custom institutional authority layer
Explore Private Infrastructure
The boundary

SigmaX shows how capital should move. It never moves it.

What SigmaX does
  • Finds where a capital decision stalls, gates, and loses defensibility
  • Turns a signal into a mandate-checked ActionIntent with the proof named
  • Shows what is allowed, who must authorize, and where it may route
  • Preserves an Impact Ledger and Audit record of the whole lifecycle
What SigmaX does not do
  • Trade, place orders, or submit to a venue
  • Custody, hold, or transfer capital
  • Route customer capital
  • Approve on your behalf, or promise an outcome

Proof before motion. Authority stays with the human, adviser, or institution.

Honesty, on the record

Honest sample board: 0 green, 5 blue, 5 yellow, 5 red, 5 gray. Green remains 0 until a predefined evidence gate is actually earned. Demo/sample records never become live proof.

See where each product is priced.

You have seen the record and what each tier receives. Compare prices, or ask us which product fits your workflow.

Compliance disclaimer

SigmaX provides capital decision intelligence, scenario analysis, and authority workflow software. SigmaX does not provide investment advice. SigmaX does not place trades, move funds, route customer capital, or manage client capital. Shadow/simulated/paper/backtested results are not live trading results. No result is a guarantee of future performance. Human approval is required before any capital-linked action.

Where SigmaX uses AI, it is governed as assistive software: truthful capability claims, human oversight, traceable records, disclosure of AI assistance, and no capital authority. SigmaX designs AI controls with reference to applicable securities obligations, FINRA existing-rule guidance, SEC AI-claims discipline, NIST AI RMF-style risk management, and EU AI Act transparency readiness. This is compliance-readiness design, not a claim that every deployment or jurisdiction-specific use has completed legal review.