Enterprise Infrastructure

Institutional-grade technology platform with scalable computing, enterprise security, API integration, and white-label solutions for professional users.

Institutional-grade infrastructure for professional users. Parallax's enterprise platform provides the scalability, security, and integration capabilities required by asset managers, family offices, and institutional investors managing significant assets.

Core Infrastructure

Cloud-Native Architecture

Scalable Computing

Real-Time Processing: Process thousands of securities simultaneously with sub-second response times

Auto-Scaling: Dynamic resource allocation based on demand and market activity

Global Distribution: Multiple data centers ensure low latency worldwide

High Availability: 99.9% uptime SLA with automatic failover and redundancy

Enterprise Security

Bank-Grade Encryption: End-to-end encryption for all data transmission and storage (AES-256)

Multi-Factor Authentication: Advanced security protocols and role-based access controls

Compliance Ready: SOC 2 Type II, GDPR, and financial services regulatory compliance

Audit Trails: Complete logging and audit trail for all user actions and system events

Data Integrity

Multiple Data Sources: Redundant data feeds with automatic verification and reconciliation

Real-Time Validation: Automated data quality checks and anomaly detection

Historical Accuracy: Comprehensive point-in-time data for accurate backtesting

Disaster Recovery: Automated backups with 15-minute recovery point objectives

Data Delivery Architecture

Enterprise-Scale Data Integration

Note:

Delivery Method Selection: For enterprise clients managing significant assets, we recommend Snowflake or SQL data sharing for high-volume, scalable access. For smaller-scale integrations, our RESTful APIs provide flexible real-time access.

Snowflake Data Sharing (Recommended for Large-Scale Clients):

  • Direct secure data sharing via Snowflake Data Marketplace
  • Zero-copy data access—no ETL pipelines needed
  • Query billions of rows with warehouse-scale performance
  • Automatic updates to factor scores, risk metrics, and market data
  • Cost-effective for high-volume data consumption
  • SQL-native interface familiar to quantitative teams

Alternative SQL Data Warehouses:

  • Support for other SQL platforms (BigQuery, Redshift, Databricks)
  • Direct database replication for on-premise requirements
  • Custom data warehouse integrations
  • Batch data delivery via secure SFTP

When to Use SQL Data Sharing:

  • Managing $500M+ in assets
  • Processing 100+ portfolios daily
  • Running extensive backtests and simulations
  • Building custom analytics on top of our data
  • Integrating with existing data infrastructure

API Access (For Standard Integrations)

RESTful APIs: Complete platform functionality via programmatic access

  • Portfolio management (create, update, analyze)
  • Security analysis and factor scoring
  • Risk analytics and performance attribution
  • Custom reporting and data export

Real-Time Data Feeds: Live market data and analytics

  • WebSocket connections for streaming data
  • Factor score updates in real-time
  • Portfolio monitoring and alerts
  • News and market event notifications

Webhook Integration: Event-driven updates for external systems

  • Portfolio rebalancing triggers
  • Risk limit breach notifications
  • Custom alert configurations
  • Third-party system integration

When to Use APIs:

  • Managing under $500M in assets
  • Moderate query volumes (under 10,000 calls/day)
  • Real-time application integrations
  • Mobile and web application development
  • Event-driven workflows

Note:

API Documentation: Comprehensive API docs with code examples in Python, JavaScript, and R available for enterprise clients. Snowflake Data Share: Access our complete data catalog directly—contact sales for provisioning.

Developer Experience

Client Libraries:

  • Python SDK with pandas integration
  • JavaScript/TypeScript SDK for web applications
  • R package for quantitative researchers
  • Excel Add-in for spreadsheet users

Sandbox Environment:

  • Test API functionality without affecting production
  • Sample data for development and testing
  • Rate limiting and quota management
  • Usage analytics and monitoring

Support & Documentation:

  • Interactive API explorer and testing tools
  • Code examples and integration guides
  • Dedicated developer support channel
  • Regular API webinars and training

White-Label Solutions

Customization for Asset Managers

Brand Customization:

  • Full UI/UX customization with your firm's branding
  • Custom domain hosting (e.g., analytics.yourfirm.com)
  • Branded reporting templates and client communications
  • Custom color schemes, logos, and marketing materials

Client Portal Management:

  • Multi-tenant architecture supporting unlimited clients
  • Client-specific permissions and access controls
  • Customizable dashboards per client segment
  • White-labeled mobile applications (iOS, Android)

Integration Flexibility:

  • SSO integration (SAML, OAuth, Active Directory)
  • CRM integration (Salesforce, Redtail, Wealthbox)
  • Portfolio management system connectivity (Orion, Advent, Tamarac)
  • Custodian integration for automated data sync

Operational Control:

  • Firm-wide compliance rules and monitoring
  • Custom fee structures and billing integration
  • Bulk operations and household management
  • Automated client reporting and delivery

Enterprise Security & Compliance

Multi-Layer Security Framework

Infrastructure Security:

  • Zero-trust network architecture
  • Container isolation and micro-segmentation
  • DDoS protection and WAF (Web Application Firewall)
  • Regular penetration testing and security audits

Access Controls:

  • Role-based access control (RBAC) with granular permissions
  • Multi-factor authentication (MFA) required for all users
  • IP whitelisting and geo-fencing options
  • Session management with automatic timeout

Data Protection:

  • Encryption at rest (AES-256) and in transit (TLS 1.3)
  • Database encryption with key rotation
  • Secure key management (AWS KMS, Azure Key Vault)
  • Tokenization of sensitive financial data

Monitoring & Response:

  • 24/7 security operations center (SOC) monitoring
  • Real-time threat detection and alerting
  • Automated incident response playbooks
  • Quarterly security reports for enterprise clients

Scalability & Performance

Enterprise-Scale Operations

Handle Massive AUM:

  • Tested with $10B+ in assets under management
  • Process 1000+ client portfolios simultaneously
  • Real-time analytics across 30,000+ securities
  • Daily rebalancing for hundreds of accounts

Performance Benchmarks:

  • Portfolio analysis: 30-60 seconds for complex portfolios
  • Factor scoring: Update 10,000+ securities in under 5 minutes
  • Risk calculations: Real-time VaR and stress testing
  • API response times: under 100ms for standard queries

Infrastructure Scaling:

  • Auto-scaling based on load (10x capacity in under 2 minutes)
  • Geographic distribution for global latency under 50ms
  • Database sharding for horizontal scalability
  • Caching layers for frequently accessed data

Support & SLA

Enterprise Support Tiers

Standard Support (All Users):

  • Email and chat support during business hours
  • 24-hour response time for non-critical issues
  • Knowledge base and documentation access
  • Community forum and user guides

Premium Support (Enterprise Clients):

  • 24/7 phone and email support
  • 1-hour response time for critical issues
  • Dedicated customer success manager
  • Quarterly business reviews and optimization sessions

Institutional Support (Large Clients):

  • Named support engineers and technical account manager
  • 15-minute response time for critical issues
  • On-site training and integration assistance
  • Custom development and feature prioritization

Service Level Agreements

Uptime SLA: 99.9% availability (Enterprise), 99.95% (Institutional)

Performance SLA:

  • API response time under 100ms (95th percentile)
  • Portfolio analysis completion under 2 minutes
  • Data latency under 5 minutes from source

Support SLA:

  • Critical issues: 1-hour response (Enterprise), 15-min (Institutional)
  • Standard issues: 24-hour response (All), 4-hour (Enterprise)
  • Enhancement requests: 5-day response (Enterprise)

Implementation & Onboarding

Enterprise Onboarding Process

Phase 1: Discovery (Weeks 1-2)

  • Requirements gathering and technical architecture review
  • Integration planning with existing systems
  • Security and compliance requirements review
  • Custom feature scoping and development timeline

Phase 2: Integration (Weeks 3-6)

  • API key provisioning and sandbox access
  • SSO and authentication integration
  • Data feed configuration and testing
  • Custom branding and white-label setup

Phase 3: Training & Launch (Weeks 7-8)

  • Staff training and certification programs
  • User acceptance testing
  • Pilot rollout with select users
  • Full production launch and monitoring

Ongoing Support:

  • Quarterly business reviews
  • Feature enhancement prioritization
  • Performance optimization consulting
  • Strategic planning sessions

Pricing Models

Enterprise Pricing Structure

AUM-Based Pricing:

  • Tiered pricing based on assets under management
  • Volume discounts for large asset managers
  • Transparent per-account or per-user pricing options
  • Annual contracts with monthly billing

API & Integration Pricing:

  • Included in enterprise subscriptions
  • Usage-based pricing for high-volume API calls
  • Custom development billed separately
  • White-label licensing fees

Support Tiers:

  • Standard support included in all subscriptions
  • Premium support: +20% annual subscription
  • Institutional support: Custom pricing for large clients

Note:

Enterprise Service: Platform Infrastructure features are designed for professional users, asset managers, and institutional clients. Contact sales for custom pricing and implementation consultation.

Ready to discuss enterprise implementation? Contact our institutional team for consultation, or explore Portfolio Analyzer and Portfolio Construction to see the platform in action.