Question 1

What does it mean to license Portfolio 360 as a SaaS product?

Accepted Answer

Licensing Portfolio 360 gives your firm the right to use, brand and deploy the platform under a commercial agreement. You do not buy the source code; you subscribe to a fully managed platform that is hosted, updated and supported by us, while your clients see your brand and your domain.

Question 2

Who is the licence for?

Accepted Answer

The platform is licensed to regulated brokerages, online trading platforms, wealth and asset managers, advisory firms, and fintechs that want to add portfolio management, analytics or reporting to their own product without building it from scratch.

Question 3

What is included in a Portfolio 360 licence?

Accepted Answer

Every licence includes the core platform, multi-asset position aggregation, performance and risk analytics, reporting, white-label configuration, role-based access, API access, regular updates and support. The difference between plans is how usage is metered — by platform scale, seats, AUM or API volume.

Question 4

Can we white-label Portfolio 360 with our own logo, colours and domain?

Accepted Answer

Yes. White-labeling is built into the product. You can set your app name, upload your logo, choose your primary and accent colours, pick a light or dark theme, and run the platform on a custom subdomain such as portal.yourbrand.com. No Portfolio 360 branding appears in the client experience.

Question 5

How does the white-label setup work?

Accepted Answer

After you sign a licence, your onboarding wizard walks you through four steps: brand identity (logo and app name), theme (colours and mode), domain (DNS record and TLS certificate), and a shareable branded landing page. Our team verifies the domain and then promotes the tenant to live.

Question 6

Can we embed Portfolio 360 inside our existing website or app?

Accepted Answer

Yes. You can embed authenticated Portfolio 360 modules — such as portfolio overview, performance charts, holdings tables and report delivery — directly inside your own application. The modules are served over a token-based session hand-off so your users never have to sign in twice.

Question 7

What integration options are available for embedding?

Accepted Answer

There are three deployment options. Hosted white-label runs on your branded domain. Embedded modules drop into your existing app shell. API-first lets you call the Portfolio 360 calculation and reporting engine from your own interface. You can also mix these approaches over time.

Question 8

Do our developers need to build the UI from scratch?

Accepted Answer

No. With the hosted or embedded options, the user interface is ready-made and simply themed to your brand. With the API-first option, you build your own UI and we provide the portfolio accounting, analytics and report generation behind it.

Question 9

How long does it take to go live?

Accepted Answer

A typical hosted white-label deployment is live in four to six weeks from kick-off. API-first integrations can be faster, depending on your existing stack. Complex custodian estates or custom compliance workflows may add a few weeks.

Question 10

Is our client data isolated from other licensees?

Accepted Answer

Yes. Portfolio 360 is built on a multi-tenant architecture. Every brokerage or platform is its own organisation with its own users, data, brand settings and roles. Row-level security in the database enforces that no tenant can see another tenant's data.

Question 11

Can we connect our existing broker, custodian or market data feeds?

Accepted Answer

Yes. The platform supports broker and custodian feeds, market data providers, CSV import, manual holdings and your own core system API. We normalise the data into a single position book before running valuation, analytics and reporting.

Question 12

How do we get started or request a demo?

Accepted Answer

Book a demo through the contact page. Our team will walk you through the product, discuss your deployment and licensing model, and provision a sandbox tenant so you can test the white-label experience with your own branding.

Licensing, white-label and embedding

Licensing

White-labeling

Embedding on your site

General

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