Institutional architecture

A focused stack around the systems that already run the firm.

Data access, research validation and portfolio decision control - with source authority, permissions and audit explicit at every step.

The product architecture

Three products. One operating model.

Deploy independently or connected. Evidence moves from sourced data to validated research to the decision that used it.

Existing firm stack

Data providersPMS / OMSBroker / custodianResearch tools

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DATA & INTEGRATION

90+ sources and exchanges behind one governed route layer. Lineage on every response.

RESEARCH & VALIDATION

Versioned research runs: code, assumptions, costs, results.

DECISION & CONTROL

The full state behind every material decision - thesis to outcome.

Identity · permissions · policy · audit · lineage

UIAPISDKPermissioned MCP

Source authority

Every object has a named authority. Every derived state keeps its source and version.

Operating object Authority QuantJourney role

Market & reference data Approved vendor or internal source

API normalises access; lineage and timestamps returned with the data.

Positions & cash PMS, custodian or administrator

OneBook freezes the exact state a proposal used.

Orders & fills OMS, broker or execution venue

Intent, approvals and execution references preserved.

Accounting & official NAV Accounting platform or administrator

Never replaced. The official ledger stays authoritative.

Research run Backtester run and its versioned inputs

Code, assumptions, costs and outputs stay reviewable together.

Material portfolio decision OneBook Decision Packet

Thesis, state, risk, approval and outcome - one governed record.