See Portfolio 360 screen by screen
Every image below is a live capture of the current product. Click any screen to view it full size.
One 360 view of every asset
The consolidated overview licensees land on: multi-asset positions, performance and exposure in a single institutional workspace.
Analytics and reporting engine
Performance attribution, risk exposure and client-ready reporting modules you can switch on per licence.
White-label brand studio
Live configurator for colours, logo, app name and domain — the investor portal preview updates as you type.
Built for brokerages and managers
Segment-specific outcomes for brokerages, wealth managers, family offices and investor communities.
Embed, API or hosted portal
Three deployment paths with data feeds, SSO and webhooks so the platform drops into an existing stack.
Transparent licensing tiers
Seat-based plans for firms and an annual licence for platforms, with entitlements mapped per tier.
Demo request and onboarding
Qualified demo requests flow straight into the internal pipeline with source attribution attached.
Want a walkthrough with your own data?
We'll load a sample of your book and show the licensed experience end to end.