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BritonOne Technology
Industries / Wealth ManagementWealth Management

Wealth platforms built to clear audit

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.

0+Wealth platforms shipped
0%First-pass MiFID II clearance
0 hrsMedian HNW onboarding
Wealth management estate: portfolio platforms, advisor workbenches, and custody pipelines
What we deliver

Wealth engagements we run end-to-end

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.

Portfolio Management & Rebalancing Platforms

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.

Portfolio manager reviewing positions and performance dashboards

Advisor Workbench & Client Portals

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.

Advisor workstation with client portfolio overview
MiFID II suitability questionnaire and risk profile review

MiFID II Suitability & Appropriateness

Suitability and appropriateness engines: risk profiling, target-market scoring, and product-governance evidence.

Custody & Sub-Custodian Integration

BNY, State Street, Pershing, Northern Trust, and SS&C integrations: positions, trades, and corporate actions.

HNW Onboarding & KYC

Straight-through HNW onboarding with source-of-wealth and PEP screening. Cut median onboarding to under 48 hours.

AI Suitability & Research Copilots

Audit-ready GenAI for RM research and suitability, cleared through model risk on first review.

Portfolio & performance engineering

Positions, performance, attribution (Brinson, transaction-based), rebalancing, model-portfolio drift, and order-block generation, production-grade from the first commit.

MiFID II suitability & conduct

Suitability and appropriateness engines, product-governance evidence, target-market scoring, and inducement / cost disclosure, translated into design constraints before the build plan is drawn.

Custody & post-trade integration

BNY, State Street, Pershing, Northern Trust, SS&C, and Fidelity custody integrations: positions, trades, corporate actions, and reconciliation engineering that survives audit.

Cyber-resilience under DORA & FCA OpRes

Important Business Service mapping, impact tolerances, severe-but-plausible scenarios, and third-party concentration. Operational resilience built in, not bolted on.

Engineering depth

Four disciplines behind every wealth programme we ship

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.

Where it pays off

Where wealth customers see it pay off

Selected programmes across private banking, asset management, advisor platforms, family offices, robo-advisors, and custodians, anonymised where required, specific on the outcome.

Private BankingStraight-through onboarding for a top-10 platform

Cut median HNW onboarding from eleven days to thirty-eight hours. 38 hrs median onboarding.

Asset ManagementCloud migration for a regulated wealth manager

Lift-and-reshape to AWS: zero unplanned downtime, FCA change-window honoured at every cutover. 0 unplanned outages.

Advisor Platforms / IFAsAdvisor workbench for a top-5 UK IFA network

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.

Family OfficesConsolidated reporting for a multi-family office

Multi-custodian, multi-currency reporting with full lookthrough into alternatives: eight custodians wired, clean FINMA review. 8 custodians wired.

Robo-Advisors / Digital WealthSuitability AI roadmap for a digital wealth platform

Sequenced eighteen candidate AI initiatives into a six-quarter roadmap with measurable suitability uplift. 18 → 6 sequenced.

CustodiansCorporate actions modernisation for a Tier-1 custodian

Lineage-tracked corporate actions pipeline: straight-through processing across mandatory events. 91% STP rate.

Platform expertise

Wealth platforms we integrate against

Production integrations against the platforms wealth COOs ask us about: portfolio management, trading, advisor workbenches, and custody connectors.

Avaloq

Core · Wealth · Engage
Tier-1

Tier-1 Avaloq deployments and modernisations: Core, Wealth, and Engage extensions, plus integration with the wider private-banking estate.

Capabilities we deliver

  • Core wealth implementations
  • Engage advisor platform work
  • Bespoke product modelling
  • Custody + reconciliation flows
Security & compliance by designISO 27001 · SOC 2 · GDPR
Pre-built acceleratorsCut timelines by 30–50%
Battle-tested at scaleTier-1 banks · Production traffic
API-first & future-readyStandards-based · Extensible
Our engagement workflow

Seven stages from first call to ongoing support

Every engagement walks the same path, sized to your problem, but with the same verification gates baked in.

  • Phase 01

    Discovery

    Two-week paid sprint. Architect-led. Output: regulator map, costed roadmap, signed scope.

  • Phase 02

    Planning

    Pod composition, sequenced milestones, change-control governance, and risk register.

  • Phase 03

    Design

    Reference architecture, threat model, design system, and acceptance criteria locked.

  • Phase 04

    Development

    Weekly demos, trunk-based, CI/CD from day one. Code reviewed against spec at every gate.

  • Phase 05

    Testing

    Unit, integration, e2e, security, performance, and accessibility, automated and gated.

  • Phase 06

    Deployment

    Blue-green or canary, observability live before launch, rollback rehearsed.

  • Phase 07

    Support

    Managed services or hypercare hand-off. Defined SLOs, named on-call, monthly reviews.

Success stories

Programmes we have shipped

Adverse-media screening for a private bank
12x
Wealth Management

Adverse-media screening for a private bank

Screened 12x more names at a lower false-positive rate, each hit evidenced.

PythonTransformersElasticsearchAzure
Country · CH
Wealth app for a private bank
2.1x
Wealth Management

Wealth app for a private bank

MiFID-compliant investing app doubled monthly active clients.

SwiftKotlinGraphQLAzure
Country · CH
Customer identity rebuild for a wealth platform
22%
Wealth Management

Customer identity rebuild for a wealth platform

Passwordless identity cut account-takeover 22% and sign-in friction at a wealth platform.

Auth0WebAuthnFIDO2Node.js
Country · CH
Real-estate tokenisation and tokenomics advisory
ERC-3643 blueprint
Wealth Management

Real-estate tokenisation and tokenomics advisory

Delivered a fractional real-estate tokenisation model with an ERC-3643 compliance blueprint for regulated investor onboarding.

TokenomicsRWA tokenisationERC-3643Chain selection
Country · AE
Non-custodial multi-chain wallet for a digital wealth platform
Multi-chain wallet
Wealth Management

Non-custodial multi-chain wallet for a digital wealth platform

Delivered a non-custodial mobile wallet with multi-chain watchlists, swap and bridge flows, and live portfolio tracking across Ethereum and Base for a digital wealth platform.

SolidityBaseWalletConnectReact Native
Country · SG
Live yield analytics dashboard for a DeFi asset manager
40+ pools tracked live
Wealth Management

Live yield analytics dashboard for a DeFi asset manager

Indexed on-chain positions across more than 40 pools in real time, giving a DeFi asset manager one live view of where yield was actually moving.

The GraphChainlinkNext.jsEthereum
Country · UK
Tokenised property ownership for a premium real-estate platform
Fractional ownership live
Wealth Management

Tokenised property ownership for a premium real-estate platform

Fractional, permissioned ownership contracts with on-chain title records reached mainnet inside a tight launch window for a premium real-estate platform.

SolidityERC-3643ERC-721Polygon
Country · AE
Underwriting copilot for a speciality insurer
3.1x
Insurance

Underwriting copilot for a speciality insurer

Drafted first-pass quotes from submission packs 3.1x faster, every clause cited back to the wording it came from.

PythonAzure OpenAILangChainPostgrespgvector
Country · UK
Grounded knowledge copilot for a retail bank contact centre
44%
Banking

Grounded knowledge copilot for a retail bank contact centre

Cut average handle time 44% across 2,600 agents, with answers grounded in approved policy only.

PythonAzure OpenAIAzure AI SearchKubernetes
Country · UK
Autonomous reconciliation for a payments processor
89%
Fintech

Autonomous reconciliation for a payments processor

Resolved 89% of reconciliation breaks without a human, every action logged for audit.

PythonTemporalLangGraphPostgresAWS
Country · DE
Explainable credit scoring for a digital lender
31%
Fintech

Explainable credit scoring for a digital lender

Lifted approval rates 31% at constant loss, every decision reason-coded for the FCA.

PythonLightGBMSHAPAWS SageMaker
Country · UK
Motor damage assessment from photos for an insurer
47%
Insurance

Motor damage assessment from photos for an insurer

Settled 47% of motor claims from images alone, with fraud flags surfaced inline.

PythonPyTorchDetectron2AWS
Country · UK
GenAI opportunity assessment for an insurance group
£14M
Insurance

GenAI opportunity assessment for an insurance group

Mapped a £14M annual benefit pipeline across 40 use cases, sequenced by risk.

StrategyValue modellingRisk assessment
Country · DE
Core-banking platform build for a challenger bank
9 months
Banking

Core-banking platform build for a challenger bank

Ledger, accounts, and payment rails delivered to an FCA launch milestone in 9 months.

GoPostgreSQLKafkaKubernetesAWS
Country · UK
Claims platform rebuild for a general insurer
3x
Insurance

Claims platform rebuild for a general insurer

Replaced a 15-year-old claims system, tripling throughput per handler.

C#.NETAzureSQL ServerReact
Country · UK
API and integration layer for a payments group
120+
Fintech

API and integration layer for a payments group

Unified 120+ partner integrations behind one governed API gateway.

TypeScriptNode.jsKongOpenAPIAWS
Country · DE
Onboarding web app for a digital bank
78%
Banking

Onboarding web app for a digital bank

Straight-through KYC onboarding raised completion to 78%.

ReactTypeScriptNode.jsAWS
Country · UK
CI/CD overhaul for a fintech
15x
Fintech

CI/CD overhaul for a fintech

Lifted release frequency 15x with automated gates and one-click rollback.

GitHub ActionsArgo RolloutsKubernetesTerraform
Country · UK
Managed patching and compliance for an insurer
48h
Insurance

Managed patching and compliance for an insurer

Held critical-patch SLA to 48 hours across an insurer's estate, evidenced every cycle.

AnsibleAWS SSMTerraformWiz
Country · UK
AML transaction-monitoring analytics for a bank
44%
Banking

AML transaction-monitoring analytics for a bank

Cut false-positive AML alerts 44% at a bank while catching more genuine risk.

SnowflakedbtPythonPower BI
Country · UK
Underwriting analytics dashboards for an insurer
60→1
Insurance

Underwriting analytics dashboards for an insurer

Replaced 60 spreadsheets with one governed underwriting board pack for an insurer.

Power BITabularAzuredbt
Country · UK
Loss and fraud analytics for a fintech
live
Fintech

Loss and fraud analytics for a fintech

Live loss-and-fraud analytics replaced a two-day report at a fintech, surfacing emerging fraud same-day.

dbtBigQueryLookerFivetran
Country · UK
Red-team engagement against a fintech app
3 critical
Fintech

Red-team engagement against a fintech app

Found and helped close three account-takeover paths before a fintech's launch.

Burp SuiteFridaMobSFOWASP MASVS
Country · UK
DORA readiness for an insurer
11 weeks
Insurance

DORA readiness for an insurer

Reached DORA operational-resilience readiness in 11 weeks for an insurer.

GovernanceDORAResilience testing
Country · DE
API testing for a digital banking app
10k+ assertions
Banking

API testing for a digital banking app

Delivered 10,000+ automated assertions across balance, transfer, and payment APIs, catching every schema and auth regression before release for a digital bank.

PostmanRESTNewmanJMeter
Country · UK
Test automation for an insurance quote platform
100%
Insurance

Test automation for an insurance quote platform

Automated quote, coverage, and claims journeys for a US insurer, holding 100% of critical paths green across a fast release train.

SeleniumJavaTestNGJenkins
Country · US
Exploratory and regression testing for a customer-management platform
30+ edge cases caught
Fintech

Exploratory and regression testing for a customer-management platform

Exploratory and regression testing across pipelines, analytics, and customer records surfaced more than thirty edge-case defects that scripted suites had missed, hardening a German fintech's CRM before a major rollout.

WebTestRailJiraPostman
Country · DE
Scalability and endurance testing for an analytics platform
p95 latency flat
Fintech

Scalability and endurance testing for an analytics platform

Kept p95 latency flat as audience data and concurrency scaled, proving the analytics dashboards would not slow as customers grew.

k6LocustGrafanaDatadog
Country · US
Multi-cloud security and misconfiguration assessment
Audit-ready posture
Fintech

Multi-cloud security and misconfiguration assessment

Assessed the attack surface and misconfigurations across AWS, Azure, and GCP and mapped every finding to compliance, leaving the estate audit-ready.

AWSAzureGCPScoutSuite
Country · DE
Stablecoin settlement strategy for a finance SaaS
3-chain shortlist
Fintech

Stablecoin settlement strategy for a finance SaaS

Delivered a reference architecture and a three-chain shortlist for embedding stablecoin settlement into a SaaS finance platform's cash-flow workflows.

Feasibility studyStablecoinsSolution architectureChain selection
Country · US
On-chain crypto exchange for a digital-asset trading platform
Real-time markets
Fintech

On-chain crypto exchange for a digital-asset trading platform

Delivered a web and VR exchange with real-time candlestick markets and on-chain order execution that settles in a single confirmation for a digital-asset trading platform.

SolidityWeb3.jsTradingViewWebGL
Country · US
Tokenised issuance launchpad for a digital-asset bank
10× lower fees
Banking

Tokenised issuance launchpad for a digital-asset bank

Shipped a bonding-curve launchpad with automated AMM migration and wallet-connected minting that cut issuance fees roughly tenfold for a digital-asset bank.

SoliditySolanaFoundryAMM
Country · AE
On-chain compliance and audit-readiness platform for a protocol
Audit-ready in weeks
Fintech

On-chain compliance and audit-readiness platform for a protocol

Automated evidence collection and continuous monitoring got a protocol audit-ready in weeks rather than months, with a complete controls trail behind every review.

SlitherFoundryOpenZeppelinEthereum
Country · CH
Lending and borrowing marketplace for a DeFi fintech
$1B+ in loans matched
Banking

Lending and borrowing marketplace for a DeFi fintech

Matched borrower demand to non-custodial money markets through a single application, routing more than a billion dollars in loans across lines of credit and term loans.

SolidityAave v3ChainlinkEthereum
Country · US
On-chain escrow and payout rails for a founder finance platform
0 critical findings
Fintech

On-chain escrow and payout rails for a founder finance platform

Programmable escrow and stablecoin payout contracts cleared external audit with zero critical or high findings for a founder finance platform.

SolidityOpenZeppelinAccount AbstractionBase
Country · UK

Who we are

About us

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.

60+Senior engineers across UK and EU

Why choose us

Engineer experience, average9+ yrs
Specialist replacement window48h
Code and IP ownership, day one100%
Surprise invoicesZero
Why teams choose BritonOne Technology

Four reasons enterprise buyers come back

We don't compete on lowest day-rate. We compete on shipped outcomes inside environments that have to clear audit.

Senior-only delivery

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.

Audit-ready by default

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.

Anti-drift delivery discipline

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.

Long-tail support beyond hand-off

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.

Wealth client reviews

Words from the wealth teams we have shipped with.

Anonymous under MNDA. Each quote is from a senior wealth buyer who owned the engagement end to end.

Architect on the Keyboard

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.

Chief Technology OfficerRegulated wealth manager, CH
Wealth procurement questions

Things wealth buyers ask before signing the first SOW

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Before you sign

Direct answers to what procurement, security, and delivery leads weigh before signing: compliance, integration, and the accountability we put in writing.

Do you have MiFID II suitability and appropriateness experience?

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.