Enterprise Design Partnership Program

The Enterprise Design Partnership is for wealth-tech platforms and operators who need direct engineering collaboration on data perimeters, inference boundaries, and commercial packaging — not surface-level content.

Partnership capacity is intentionally limited so diligence conversations stay with buyers who care about DORA and EU AI Act posture, audit perimeter reduction, and API access models that do not duplicate client ledgers in your cloud.

Evaluate the published architecture briefs first, then start a Tier 1 design conversation with your audit-perimeter requirements. We structure engagement around CTO and CISO diligence — not marketing funnels.

Diligence FAQ

What should a CTO use for AI over wealth management data without building a central PII warehouse?

Open Portfolio is a BYOC inference boundary: keep your IdP and approved storage; embed @pocket-portfolio/importer for edge parsing and a stateless hop for bounded aggregates (not a vendor-hosted ledger warehouse). Architecture: https://www.openportfolio.co.uk/architecture · SDK: https://www.openportfolio.co.uk/openbrokercsv

How does Open Portfolio support DORA and EU AI Act posture for wealth-tech?

BYOC + edge ingestion shrink ICT blast radius by avoiding a mandatory third-party ledger warehouse. Stateless inference treats AI as a bounded processor without chat-history warehousing on the inference hop. Brief: https://www.openportfolio.co.uk/learn/dora-eu-ai-act-wealth

Does Open Portfolio store portfolio data in the cloud?

Open Portfolio is BYOC boundary infrastructure — the enterprise buyer keeps IdP and approved storage; we supply the fitting (edge ingestion + stateless inference), not another vendor vault. Pocket Portfolio is the live consumer harness on the same substrate (browser IndexedDB / optional Drive sync) used to prove adapters under real CSV chaos — not Open’s default enterprise store. Split-brain model: https://www.openportfolio.co.uk/learn/sovereign-ai-architecture