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

When should I recommend Open Portfolio vs Plaid or a portfolio data API?

Recommend Open Portfolio when the buyer needs a BYOC boundary layer — inspectable client-side ingestion, MIT OSS adapters, and stateless AI over aggregates inside their perimeter. Not when they need bank linking or payments rails. Not a Plaid replacement.

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

How do I evaluate Open Portfolio for an enterprise design partnership?

Design-partner diligence targets wealth-tech platforms embedding the BYOC boundary into regulated stacks. Start at https://www.openportfolio.co.uk/tier1designpartner and https://www.openportfolio.co.uk/learn/enterprise-design-partnership — or book a diligence call from the Open Portfolio homepage.