Portfolio & performance engineering
Positions, performance, attribution (Brinson, transaction-based), rebalancing, model-portfolio drift, and order-block generation, production-grade from the first commit.
Portfolio platforms, advisor workbenches, MiFID II suitability, and custody integration, built by senior teams who have shipped inside private banks, asset managers, and family offices, with the evidence pack alongside.

Pick a single workstream or compose them into a multi-quarter programme. Every engagement is architect-led, senior-staffed, and runs to a signed scope your COO and CRO will accept.
End-to-end portfolio platforms (positions, performance, attribution, rebalancing, model-portfolio drift, and order-block generation) engineered to handle institutional and HNW books at scale without breaking under quarter-end load. A single architect-led pod owns the build from data-model design through to live trading desk operations under SLO, with the MiFID II suitability evidence pack drafted alongside the build rather than retrofitted before the audit.

Advisor desktops, client portals, and reporting hubs, built so RMs and advisors can see the whole client position in one screen and clients can self-serve documents, performance, and document-signing without breaking the suitability chain.


Suitability and appropriateness engines: risk profiling, target-market scoring, and product-governance evidence.
BNY, State Street, Pershing, Northern Trust, and SS&C integrations: positions, trades, and corporate actions.
Straight-through HNW onboarding with source-of-wealth and PEP screening. Cut median onboarding to under 48 hours.
Audit-ready GenAI for RM research and suitability, cleared through model risk on first review.
Positions, performance, attribution (Brinson, transaction-based), rebalancing, model-portfolio drift, and order-block generation, production-grade from the first commit.
Suitability and appropriateness engines, product-governance evidence, target-market scoring, and inducement / cost disclosure, translated into design constraints before the build plan is drawn.
BNY, State Street, Pershing, Northern Trust, SS&C, and Fidelity custody integrations: positions, trades, corporate actions, and reconciliation engineering that survives audit.
Important Business Service mapping, impact tolerances, severe-but-plausible scenarios, and third-party concentration. Operational resilience built in, not bolted on.
Wealth platforms only stand up under regulator scrutiny when the engineering underneath is unimpeachable. These are the disciplines our delivery teams bring to every engagement.
Selected programmes across private banking, asset management, advisor platforms, family offices, robo-advisors, and custodians, anonymised where required, specific on the outcome.
Cut median HNW onboarding from eleven days to thirty-eight hours. 38 hrs median onboarding.
Lift-and-reshape to AWS: zero unplanned downtime, FCA change-window honoured at every cutover. 0 unplanned outages.
Modern advisor workbench unifying portfolio positions, MiFID II suitability, client documents, and signature flows in one screen, built for a top-5 UK IFA network running across direct and intermediated channels. Suitability evidence is captured at every recommendation point, the per-client audit trail is exportable on demand, and the platform was on adviser desks within twelve weeks. Review time on a typical client portfolio dropped by more than half, with the same engineering pod retained for the first two release cycles. 55% review time saved.
Multi-custodian, multi-currency reporting with full lookthrough into alternatives: eight custodians wired, clean FINMA review. 8 custodians wired.
Sequenced eighteen candidate AI initiatives into a six-quarter roadmap with measurable suitability uplift. 18 → 6 sequenced.
Lineage-tracked corporate actions pipeline: straight-through processing across mandatory events. 91% STP rate.
Production integrations against the platforms wealth COOs ask us about: portfolio management, trading, advisor workbenches, and custody connectors.
Tier-1 Avaloq deployments and modernisations: Core, Wealth, and Engage extensions, plus integration with the wider private-banking estate.
Capabilities we deliver
Every engagement walks the same path, sized to your problem, but with the same verification gates baked in.
Two-week paid sprint. Architect-led. Output: regulator map, costed roadmap, signed scope.
Pod composition, sequenced milestones, change-control governance, and risk register.
Reference architecture, threat model, design system, and acceptance criteria locked.
Weekly demos, trunk-based, CI/CD from day one. Code reviewed against spec at every gate.
Unit, integration, e2e, security, performance, and accessibility, automated and gated.
Blue-green or canary, observability live before launch, rollback rehearsed.
Managed services or hypercare hand-off. Defined SLOs, named on-call, monthly reviews.
Success stories
BritonOne Technology is a full-cycle engineering company that builds and operates production software for regulated estates. Since 2017, we have shipped programmes that clear audit on the first pass across banking, insurance, wealth, healthcare, and biotech. Our teams pair deep domain knowledge with disciplined engineering, treating compliance, security, and resilience as first-class deliverables. From architecture through to live operations, we stay accountable for the systems we build, measuring success by uptime, audit outcomes, and defensible business results.
We don't compete on lowest day-rate. We compete on shipped outcomes inside environments that have to clear audit.
Every engineer on every engagement is at least senior, typically eight to fifteen years deep in their craft. No bench rotations, no junior pyramid hidden behind a glossy proposal, no bait-and-switch after contract signature. The architect who scoped your engagement is the same person committing code by week three.
FCA, PRA, EBA, BaFin, FINMA, HIPAA, SOC 2 Type II: every framework we work under is treated as a design constraint from day one, not a final-stage gate. Evidence trails, model-risk packs, change-control artefacts, and pen-test reports ship alongside the code, ready for second-line review without a remediation sprint.
Small pods of three to seven engineers, each with a named delivery lead who owns scope, schedule, and outcomes from kickoff to hand-off, never a faceless team you have to chase for an answer. Weekly demos run against the signed scope, frequent verification gates catch regressions early, and quarterly outcome reviews measure real progress against the original business case rather than a moving target. Together those rituals catch scope drift before it has any chance to compound, so programmes that should take six months don't quietly stretch into eighteen, budgets stay anchored to what was agreed, and every milestone ships with a written, testable definition of done that both sides sign off before we move on.
We don't disappear the moment the engagement closes. Managed services, hypercare windows, named on-call rotations, or quarterly health checks: pick the depth that matches your operational risk profile. About seventy percent of clients return for a second programme, usually because the team that shipped the first one is still on the other end of the page.
Anonymous under MNDA. Each quote is from a senior wealth buyer who owned the engagement end to end.
“Architect-led from day one, and the architect who scoped the work was on the keyboard committing code by week three. That alignment is rare in wealth delivery.”
Direct answers to what procurement, security, and delivery leads weigh before signing: compliance, integration, and the accountability we put in writing.
Yes. We have shipped suitability and appropriateness engines for private banks, IFA networks, and digital wealth platforms: risk profiling, target-market scoring, product governance evidence, and inducement disclosure. Every suitability decision is auditable to source with a model card and second-line review brief that maps to FCA SYSC and MiFID II Articles 24/25.