Portfolio 360
Licensable SaaS platform

Every asset. Every portfolio. One 360 view.

Portfolio 360 is a multi-asset portfolio, analytics and reporting engine, built and battle-tested in live trading and investor environments. It is available as a standalone product you can license, brand and launch as your own.

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Already powering portfolio management for live trading and investor platforms.

Portfolio 360 dashboard showing allocation, performance and holdings analytics
Multi-asset
Listed, private and digital assets in one book
White-label
Your brand, domain and terminology
API-first
Embed anywhere in your existing product
Weeks, not years
Typical time from kick-off to live
What it does

A complete portfolio layer, ready to license

Portfolio 360 covers the full lifecycle: aggregating positions, valuing them, analysing performance, and putting a defensible report in front of the end client.

Every asset in one view

Equities, ETFs, funds, bonds, crypto, cash and private or alternative holdings consolidated into a single position book.

Institutional analytics

Time-weighted and money-weighted returns, realised and unrealised P&L, allocation, exposure, risk and benchmark comparison.

Client-ready reporting

Scheduled and on-demand statements, tax-friendly exports and branded PDF reporting per client, household or mandate.

White-label by design

Your brand, your domain, your colours and your terminology — Portfolio 360 renders as a native part of your platform.

Connects to your data

Broker and custodian feeds, market data, CSV import, manual holdings and a documented API for anything bespoke.

Built for oversight

Role-based access, granular permissions, full audit trail and record keeping your compliance team can work with.

See every feature
Who licenses it

One platform, four very different businesses

The same engine adapts to how you make money — whether you run an execution venue, manage other people's capital, or ship a fintech product of your own.

Brokerages & trading platforms

Give traders a portfolio layer their execution platform never had — without building it in-house.

Wealth & asset managers

Run every client, household and mandate from one book, with reporting that goes out on time.

Fintech & embedded partners

Embed portfolio views and analytics into your own product through widgets or the API.

Individual investors

A self-serve tier for investors who want one honest picture of everything they own.

Read the use cases
Abstract visualisation of connected asset classes and data feeds
How you deploy it

Hosted, embedded or API-first

Pick the integration depth that matches your engineering appetite. All three run on the same core platform and the same licence terms.

01

Hosted white-label

We host it, you brand it. Live on your subdomain with your theme, usually the fastest route to market.

02

Embedded modules

Drop portfolio, performance or reporting views into your existing app as authenticated embedded modules.

03

API-first

Use Portfolio 360 purely as a calculation and data engine behind your own interface.

Integration & licensing detail
Product tour

A look at the platform you'd license

Live captures of the current product — click any screen to enlarge.

Overview

One 360 view of every asset

The consolidated overview licensees land on: multi-asset positions, performance and exposure in a single institutional workspace.

White-label

White-label brand studio

Live configurator for colours, logo, app name and domain — the investor portal preview updates as you type.

Licensing

Transparent licensing tiers

Seat-based plans for firms and an annual licence for platforms, with entitlements mapped per tier.

See the full product tour
In practice

How firms put Portfolio 360 to work

Typical licensing scenarios, from a brokerage adding a wealth layer to a platform embedding analytics behind its own interface.

Retail brokerage adding wealth

Situation. A brokerage with strong trading flow but no portfolio layer — clients could place orders, but couldn't see performance, allocation or tax lots in one place.

Approach. Licensed the hosted white-label deployment, connected existing account and trade feeds, and launched a branded portfolio tab inside the current client area.

  • Consolidated positions across cash, equities, funds and crypto
  • Performance and allocation views live at launch
  • No new portfolio engineering team

Advisory firm modernising reporting

Situation. Client statements were assembled by hand each quarter from custodian exports, with version-control risk and long review cycles.

Approach. Adopted the reporting module with the firm's templates, disclaimers and branding, scheduled for automatic quarterly generation and client delivery.

  • Statements generated on a schedule, not by hand
  • One consistent, audit-ready reporting format
  • Advisers freed for client conversations

Platform embedding portfolio views

Situation. A digital investing app wanted institutional-grade analytics without diverting its roadmap away from its core product.

Approach. Embedded the portfolio and analytics modules through the API-first deployment, rendering inside the app's own components and design system.

  • Clients stay in the platform's own experience
  • Analytics depth without a build
  • Predictable licensing cost per seat
Licensee feedback

What firms say after they launch

Representative feedback from brokerages, wealth managers and platforms running Portfolio 360 under their own brand.

“We had client holdings spread across three custodians and a spreadsheet. Licensing a ready platform meant we shipped a consolidated portfolio view under our own brand instead of spending a year building one.”
Head of DigitalMulti-asset retail brokerageLaunched in 6 weeks
“The reporting engine did the heavy lifting. Quarterly client statements that used to take our operations team days now generate on schedule with our logo, our disclaimers and our tone of voice.”
Operations DirectorIndependent wealth managerReporting cycle cut from days to hours
“We embedded the portfolio and analytics modules straight into our existing app. Clients never leave our environment, and our engineers only had to work against a clean API.”
VP ProductEmbedded investing platformNo net-new portfolio engineering
“White-labeling was the deciding factor. Colours, domain, product name — every screen a client sees is ours, and nothing gives away that the engine is licensed.”
Chief Marketing OfficerRegional securities brokerageFully branded client portal

Quotes are representative of licensing engagements; firm names withheld under client confidentiality.

See Portfolio 360 running on your data

A 30-minute walkthrough covering the product, the deployment model and the licence that fits your business.

Book a demoView licensing plans