Whether you’re building a new investment product, enhancing advisor workflows, consolidating legacy systems, or modernising your wealth technology stack, we provide the architecture, engineering, and governance required to integrate investment platforms in a compliant, high-performance way.
We help you connect the full investment lifecycle — from onboarding to trading to reporting — with precision, transparency, and regulatory alignment.
Understanding Portfolio / Investment & Wealth Platform Integration
Investment and wealth management platforms sit at the centre of a complex ecosystem: market data providers, custody systems, trading venues, portfolio engines, risk models, KYC/AML services, CRM tools, and regulatory reporting systems. Each component must exchange data accurately, securely, and often in real time.
Integrating these systems brings unique challenges. Positions and valuations must be consistent across channels. Trades must be executed reliably and reconciled without error. Asset data must remain accurate and auditable. And every flow must comply with regulatory frameworks such as FCA COBS, MiFID II, AML/KYC, Consumer Duty, and operational resilience expectations.
At 6B, we specialise in connecting wealth and investment platforms with the operational systems, customer touchpoints, and data pipelines they depend on. We understand the need for precision, traceability, and regulatory compliance — and design integrations that deliver robust, scalable, and future-ready investment capabilities.
Our Portfolio / Investment & Wealth Integration Approach
Our approach begins with a thorough review of your investment platform, data structures, API capabilities, and the surrounding systems involved in trading, portfolio management, advice, and reporting. We map the full investment lifecycle — onboarding, account setup, suitability assessments, orders, settlements, reconciliations, valuations, and reporting — to understand dependencies, data flows, and operational controls.
From this foundation, we design integration patterns aligned to your architecture strategy, whether API-first, event-driven, or hybrid. We implement secure, resilient connectivity for account creation, portfolio synchronisation, trade execution, order management, performance reporting, and regulatory data submissions. Our engineers integrate market data feeds, risk engines, custody systems, CRMs, and financial planning tools, ensuring each service interacts consistently and efficiently.
Throughout delivery, we embed observability, auditability, and security into every layer of the integration. We ensure valuation data, holdings, transactions, and client records remain consistent across platforms, with clear lineage and traceability. Extensive testing — functional, reconciliation, performance, resilience, and failover — ensures your investment services operate reliably under real-world market conditions.
Estimate the Cost of Your Portfolio / Investment & Wealth Platform Integration Project
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Thank you for your request! 🙌 We will review your project and get back to you within 24 hours to share a ballpark estimate.
Want to speak to someone today? Call 6B on 0113 350 1290.
Readiness checklist for Portfolio / Investment & Wealth Platform Integration
- Define the target platforms and capabilities in scope (trading, custody, portfolio management, advice, reporting)
- Provide architecture diagrams, data schemas, and integration mappings
- Document regulatory expectations (MiFID II, FCA COBS, AML/KYC, Consumer Duty, DORA)
- Confirm customer and advisor journeys requiring integration
- Map order management, settlement, reconciliation, and reporting processes
- Provide market data, pricing, and risk model integration requirements
- Finalise API access, security standards (OAuth, OIDC, MTLS), and event/webhook configurations
- Outline non-functional requirements including latency, availability, performance, resilience, and auditability
- Identify SMEs across investment operations, compliance, technology, and product