Portfolio 360
Use cases

Four businesses, one portfolio engine

Portfolio 360 already runs in production for a trading platform and an investor club. Here is how the same product maps onto each type of licensee.

01 · Brokerages & trading platforms

Turn an execution venue into a wealth platform

The problem

Trading platforms are excellent at order flow and poor at the question clients actually ask: how am I doing overall? Positions live per account, performance is a blotter, and anything held elsewhere is invisible.

How Portfolio 360 is deployed

Portfolio 360 is licensed as a white-label layer on top of your existing accounts. Trades and balances flow in from your core, external holdings are added by feed or import, and clients get a consolidated portfolio, performance and reporting experience under your brand.

Outcomes

  • A portfolio and reporting product without a multi-year build
  • Higher retention from clients who see their full picture in your app
  • A commercial upsell tier — premium analytics and reporting
  • One place for support and relationship teams to see a client's book

02 · Wealth & asset managers

Run every client book from one system

The problem

Client data is scattered across custodian portals, spreadsheets and legacy reporting tools. Quarter-end becomes a manual assembly job, and answering a simple exposure question takes hours.

How Portfolio 360 is deployed

Deploy Portfolio 360 as your firm's portfolio management and reporting system. Group accounts into households and mandates, track against model portfolios, and schedule branded client reporting that runs itself.

Outcomes

  • Consolidated households, mandates and adviser book views
  • Scheduled, branded reporting instead of manual quarter-end work
  • Drift and exposure monitoring against model weights
  • Audit trail and point-in-time valuations for supervision

03 · Fintech & embedded partners

Ship portfolio features without building the engine

The problem

Portfolio accounting, corporate actions, multi-currency valuation and performance maths are deceptively expensive to build and unglamorous to maintain. They are rarely your differentiator.

How Portfolio 360 is deployed

Use Portfolio 360 as an embedded engine: authenticated widgets for the views you want in your product, or a pure API integration where you own every pixel and we own the calculations.

Outcomes

  • Portfolio and performance features live in weeks
  • No in-house portfolio accounting team to hire
  • Documented REST API and webhooks for your own workflows
  • Scale-ready valuation and reporting batch processing

04 · Individual investors

One honest view of everything you own

The problem

Serious private investors hold assets across several brokers, a crypto exchange, a pension, property and private deals. No single provider shows the whole thing.

How Portfolio 360 is deployed

Licensed operators offer Portfolio 360 as a self-serve tier for their retail and high-net-worth clients: link accounts, add manual and alternative holdings, and track performance across the lot.

Outcomes

  • All accounts and asset types in one consolidated portfolio
  • Real performance figures, not just account balances
  • Allocation and concentration visibility across the whole book
  • Exportable statements for tax and accounting
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 brokerages and managers say

Representative feedback from licensed firms running the platform 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.

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