SagaHalla Oracle records what it observed, decided, and verified. An independent adviser can wrap that engine as a separately managed account. Your desk can also keep authority and use Allocator directly. Custody stays with you either way.
Every signal explained. Every decision traced. Every outcome verified.
RIAs, funds, and family offices that want Oracle-governed execution with a clear split of roles — not a retail tip sheet, and not a SagaHalla fund.
Do not collapse them. SMA is the adviser’s offer. Allocator is software.
Eligible clients engage an independent advisory partner for a separately managed account. Aregis is the first listed partner. The adviser owns suitability, the client agreement, reporting, and trading oversight. SagaHalla Oracle supplies the decision engine, the record, and execution tooling. Typical fit: initial deposits above $100k. Smaller sleeves stay on the self-direct lane.
Your firm is the user. You choose instruments, rules, limits, and permissions. Manual Review or Standing Instruction. This is Allocator software — not an SMA. SagaHalla does not become the adviser because a professional is logged in.
Aregis or your RIA — advisory relationship, suitability, client agreement, SMA program.
Structural analytics, policy, decision record, and execution tooling. Not the adviser of record.
Custody and account authority stay with you. Connecting a brokerage does not start live routing.
Account size, objectives, service fit, and required documents — before any advisory relationship opens.
Scope, fees, reporting, and how oversight sits next to Oracle-governed execution.
Book and broker/custody setup under the agreed operating model and reporting cadence.
The SMA is the adviser’s program, not a SagaHalla SKU. SagaHalla does not manage the account.
Yes — user-directed Allocator. You keep authority. Do not call that lane an SMA.
You or your custodian. Connecting a brokerage does not start live routing; live submission has separate gates.
No one can promise returns. Judge the record before you commit capital.
Tell us about the desk, the sleeve, and whether you want an adviser of record or user-directed Allocator.
Aregis is the first listed partner for both SMA advisory services and managed Oracle instances.
Managed SMA advisory services and managed Oracle instance deployments in conjunction with the SagaHalla Oracle.
Visit Aregis →Some subscribers want advisory service alongside Oracle-governed automated execution. These services are provided by independent advisory partners, not by SagaHalla. Advisory services are typically limited to accounts with initial deposits above $100k; smaller accounts may still use the self-directed retail Allocator path, where the subscriber keeps authority. Each partner controls its own advisory relationship, client agreement, eligibility review, and separately managed account program.
SagaHalla provides Oracle infrastructure and product access. Advisor partners provide advisory services only under their own authority and agreements. Listing a partner here does not create a recommendation, client relationship, guarantee, or offer of securities.
Institutions, treasuries, and operating entities may also contract for managed services around a sovereign SagaHalla Oracle instance. The instance remains deployed for that subscriber or organization; operational scope, access, custody boundaries, authority, reporting, and service levels are defined by contract.
Managed-instance services are operational and contractual. They do not replace any required advisory, fiduciary, brokerage, custody, or fund-management agreement when those regulated services are needed.