Portfolio 360
White-label

Configure Portfolio 360 as your own product

Licensed brokerages and wealth managers run Portfolio 360 under their own name, colours, logo and domain. Set it up here and preview the exact client portal your investors will see.

Brand identity
Domain

We issue the TLS certificate and host the tenant on your domain — no Portfolio 360 branding anywhere in the client experience.

Colour system
Theme
Provisioning contact
Live preview — investor portalportal.meridiancapital.com
https://portal.meridiancapital.com/dashboard
MWMeridian Wealth Portal
Total AUM
$482.6M
YTD return
+11.4%
Accounts
3,184
Portfolio performance12M
Rebalance portfolioExport report

Powered by Meridian Wealth Portal — no Portfolio 360 branding is shown to your end clients.

What white-label covers
  • Brand tokens applied across web, PDF reports and emails
  • Custom domain with managed TLS per tenant
  • Your logo, favicon and app name in every client touchpoint
  • Light and dark theme variants generated automatically
  • Per-tenant module toggles and role permissions
  • Optional SSO and your own support contact details

Ready to launch under your own brand?

Send us your configuration and we'll provision a branded tenant with your data in days, not quarters.

Book a demoView licensing plans