SOC 2 compliance acceleration
A smaller data perimeter means fewer controls to evidence. Architecture answers replace policy PDF promises in vendor assessments.
Open Portfolio — BYOC boundary infrastructure · regulated verticals forward
The BYOC inference boundary for regulated finance.
Keep your IdP. Keep your approved storage. We supply the stateless edge plumbing so procurement can sign off on frontier AI — without another vendor-hosted ledger warehouse.
Bring Your Own Cloud
Plumbing fitting, not another vault.
Most vendors force regulated platforms to duplicate client ledgers inside a third-party SaaS cloud. Open Portfolio deploys inside your perimeter — an inspectable boundary SKU, not a hosted data lake.
- 01 · You keep the vault keys
Your identity providers and approved regulated storage stay uncompromised. We supply the boundary layer inside your perimeter.
- 02 · Edge ingestion
MIT open-source adapters (@pocket-portfolio/importer) normalize broker data client-side. Raw ledger rows are not on the designed inference path.
- 03 · Stateless inference perimeter
Deterministic context engine → bounded aggregates → /api/ai/chat. No portfolio payload persistence on the inference path.
Pocket Portfolio is the live consumer harness on the same substrate. Enterprise BYOC pilots scope your stores — reference: tier-1-wealth-byoc-sandbox-pattern.
BYOC reference architecture →Sanitization by construction
The architectural boundary, visualized.
Raw ledgers stay in browser memory. Only a bounded aggregate context crosses the wire for stateless inference — inspectable, auditable, and mathematically bounded.
Developer experience
Days to integrate, not months.
Drop in the sovereign SDK, connect broker adapters, and ship client-edge ingestion without refactoring your data warehouse.
- 19+ verified broker adapters
- Open-source sovereign SDK (MIT)
- Stateful product UX · stateless AI boundary
Board-level outcomes
Why enterprise teams buy the boundary.
The warehouse-to-infer pipeline expands your subprocessor footprint, your DPA scope, and your cloud storage bill. Split-brain architecture removes what you never needed to warehouse.
Reduced cloud storage costs
Stop paying to warehouse raw ledgers you only needed for a single inference call. Move compute to the edge, not the ledger to the cloud.
DPA scope reduction
When raw financial data never crosses your network perimeter, your subprocessors list stays short and your legal review stays fast.
Regulatory exposure
Three numbers your DPO already weighs.
GDPR Art. 83(5)
€20M or 4% of worldwide annual turnover
Maximum administrative fine — what your DPO already weighs against every new data store.
REG-01
EU AI Act Art. 99 · Tier 1
€35M or 7% of worldwide annual turnover
The legislation enterprises will be audited against from 2026 onward.
REG-03
Avg. financial-services breach · 2025
£4.45M (~$5.56M USD)
IBM Cost-of-a-Data-Breach 2025. The cheque, not the headline.
CODB-01
Design partnerships
Regulated design partnerships · founder-built enterprise track record.
Proven in wealth tech with live production traffic. Track record: Built a digital portfolio platform supporting decision-making across £7B in energy assets. (National Grid Ventures, 2023–2025). Open Portfolio applies those decision-platform patterns for regulated verticals where trust and perimeter matter most.
Speak with our command team
Book a Design Partner Call.
Policy, procurement, or engineering — tell us what success looks like. We reply within one working day.