Sample layout A
Annual return
Max drawdown
Sharpe ratio
White-label for brokers, introducers and family offices
Your brand on the front. The marketplace behind it.
A client portal in your name, on a branded host, for your clients. Strategy board, portfolio builder, due diligence room and mandate onboarding, all running on Qlumina technology.
- Your logo, colors and legal wording
- Served on a branded host
- Your clients, your client IDs
Each screen is recreated from the real portal in a neutral demo brand. Strategy names and descriptions are placeholders drawn as sample layout, city photos come from the marketplace card set, performance and account figures are blurred, and client names are placeholders.
Watch a client move through the portal: browse, blend, open the data room, set up a mandate and track it. Strategies on these screens are placeholders and every performance and account figure is blurred.
Strategy questionnaire
Marketplace
A branded strategy board
Your clients browse systematic strategies in your colors, with your logo, under your name. Each card carries the strategy, its style and market, and one source label.
- Cards and list views, filters, search and sort
- Compare up to three strategies side by side
- Strategy pages with a reported-first track record and a glossary
Portfolio builder
Blend strategies, see the net view
Clients combine two to six open strategies, set weights, and read the blended record before they commit. Returns can be read gross or on a modeled net-of-fees basis.
- Weights, presets, optimizer objectives, gearing and a circuit-breaker floor
- Growth, drawdown, risk, correlation, stress and monthly views
- CSV, XLSX and PDF export, then one blended mandate request
Due diligence
The data room, under your brand
Firm and strategy questionnaires, verification documents, factsheets, daily returns and trade data sit in one place. Factsheets and daily returns open after the agreements and the mutual NDA; the strategy questionnaire, verification report and trade data also need a room grant.
- Corporate, high-frequency and medium-frequency questionnaires
- Strategy questionnaires in a viewer, verification reports, factsheets
- Every open is recorded
Onboarding
From a strategy to a mandate
A three-step flow takes the client from trading account, to size and risk, to review and confirmation. The broker is fixed to the partner, so a mandate can only land on the partner's own accounts.
- Trading account, size and risk, review and confirm
- A client who has not passed onboarding checks has the mandate staged until the desk completes them; a cleared client's mandate is signed and active at creation
- A staged mandate can be canceled by the client
My mandates
Every mandate in one place
Clients see the mandates they have placed and where each one stands. Each mandate has a four-step timeline, and a request that is still staged can be canceled by the client.
- A count of mandates in the sidebar
- A mandate page with staged cancellation
- Statements and balances after activation are not part of the portal today
The marketplace is Qlumina's. The relationship stays yours.
Your brand
Your logo, colors and wording
Each partner's portal is configured with its own light and dark theme, logo, portal name, copy, legal footer and risk notice. In the header, Qlumina appears only as a small Powered by line.
Your host and clients
Served on a branded host, for your own clients
The portal answers on a branded host that Qlumina sets up with you, today a subdomain of qlumina.com. Requests to that host get your portal and a short allowlist of routes; every other host behaves as before. Clients sign in with the client ID you already issue; the desk provisions their accounts and they sign in on your host, not on the main Qlumina site.
Access is gated, activity is recorded and your own disclosures lead every page.
Access gating
- Sign inYour client ID, on your host only
- AgreementsTerms, privacy and risk disclosure
- Mutual NDAOpens factsheets and daily returns
- Strategy accessSets which strategies are listed
- Room grantOpens questionnaire, verification, trade data
Isolated by design
A partner host serves only that partner's pages and a short allowlist of routes. Admin and client-area pages are not found on it, only the sign-in, account and reporting endpoints the portal needs answer, and every page on it carries noindex.
Your legal wording
Your regulatory statement, risk notice and contact sit in the footer of every page. Qlumina's technology statement sits beside them, so roles are clear.
Wording filter
Strategy text passes a claims filter before it reaches a client, and sentences that name a broker are left out until the data room is open.
Session discipline
Idle sessions end after 20 minutes and every session ends after 8 hours. Both numbers are set per partner.
Audit trail
Document opens, mandate requests and cancellations are recorded, and rows carry the partner they belong to. The desk is notified of each mandate event.
Where it runs
- Your host
- Own TLS certificate
- Session cookie is host-only, Secure and HttpOnly
- noindex on every page
- The application, shared with qlumina.com
- Partner picked from the host name
- Enforced content security policy: no eval, inline scripts only by nonce or fixed hash
- The database, shared with qlumina.com
- Mandate and audit rows carry the partner
- bcrypt passwords, encrypted trading credentials, consent and step-up to add an account
Pricing, setup time and terms are agreed with each partner.
Agree
SupplyYour clients, brand and setup
GetPricing, timing and terms, agreed with you
Brand
SupplyLogo, colors, name, wording, legal footer
GetLight and dark themes in your brand
Host
SupplyA branded host name, set up with you
GetThe portal on it, own TLS certificate, noindex
Provision
SupplyClient IDs and broker details
GetAccounts by the desk, strategies by your rules
Open
SupplyClients sign in with your IDs
GetDesk alerted to each mandate. Until a client passes onboarding checks, mandates stay staged
Brokers
Built around a broker's client base
Offer managed-account strategies to your clients on your own accounts, in your brand. The broker is fixed to you, so a mandate can only land on your accounts.
The same portal, other setups
Introducers
Give the clients you bring a branded place to review strategies and place a mandate.
Family offices
Run diligence and blend strategies for your principals in a room carrying your name.
Asset managers
Put a curated set of strategies in front of your own investors under your brand.
The portal is built around a broker's client base today. Other setups are scoped case by case.
White-label
Start with a conversation about your clients and your brand.
Qlumina is a BVI Approved Manager licensed by the Financial Services Commission of the British Virgin Islands. In a white-label portal, Qlumina acts as technology provider and the partner remains responsible for its own regulatory status and client relationships. Screens on this page are recreated in a neutral demo brand with demonstration data and are not an offer or solicitation, or investment advice. Investing involves risk, including the risk of loss of capital.