Enterprise Overview
OpenBB Workspace Enterprise deploys within your infrastructure, ensuring data never leaves your environment. The platform operates without external dependencies while providing the same analytical capabilities as the cloud version.
Deployment Control
Deploy on-premises within your data center for maximum control over hardware, network, and security configurations. Private cloud deployment in AWS, Azure, or GCP maintains infrastructure flexibility while keeping data within your security boundaries. Hybrid architectures combine on-premises data storage with cloud compute resources when required.
All deployment options include unlimited users, unlimited data sources, and unlimited computational resources. No artificial restrictions exist on platform usage within your environment.
Data Control & Security Details →
Team Operations
Multiple teams work within shared environments while maintaining separate access controls and data permissions. Shared dashboards distribute insights across departments. Real-time collaboration enables simultaneous analysis and commentary on the same datasets.
Knowledge management captures institutional analytical approaches through shared widget libraries and template repositories. Team analytics show usage patterns, popular content, and collaboration effectiveness metrics.
Administrative Control
Configure user access through role-based permissions at application, widget, data source, and AI feature levels. Import users from existing directory services or manage them locally. Customize platform appearance with corporate branding, colors, and logos.
Monitor system performance, user activity, and resource consumption through administrative dashboards. Configure automated backups, retention policies, and maintenance schedules.
Implementation Support
Professional services include infrastructure assessment, deployment planning, security configuration, and data integration. The JumpStart package delivers operational capability within four weeks through custom app development and targeted training programs.
Dedicated support provides priority response times with direct access to technical specialists. Customer success managers coordinate long-term platform optimization and adoption strategies.
Core Capabilities
OpenBB Copilot operates entirely within your environment, processing prompts and generating responses without external communication. Custom AI agents incorporate organizational knowledge and analytical methodologies. The Excel Add-in connects spreadsheet workflows to platform data through real-time synchronization.
Custom integrations connect internal systems, proprietary databases, and specialized data sources through secure network connections. Widget development creates tailored visualizations for specific analytical requirements.
Platform Comparison
| Capability | Cloud | Enterprise |
|---|---|---|
| Deployment | SaaS hosted by OpenBB | On-premises or private cloud |
| Data location | OpenBB cloud infrastructure | Customer infrastructure |
| User limits | Plan-based restrictions | Unlimited |
| Customization | Standard themes | Full branding control |
| Integrations | Public APIs only | Internal systems + public APIs |
| Support | Standard response times | Priority support with SLA |
| AI processing | Shared cloud models | Private model deployment |
Target Organizations
Investment banks use Enterprise for equity research, trading desk analysis, risk management, and M&A advisory work. Asset management firms apply it to portfolio management, quantitative research, performance analytics, and client reporting. Hedge funds leverage the platform for systematic strategies, fundamental analysis, risk monitoring, and alpha generation research.
Corporate treasury teams, FP&A departments, investor relations groups, and strategic planning functions utilize Enterprise for internal financial analysis and reporting requirements.
Getting Started
Contact sales@openbb.finance for requirements assessment and deployment planning. Schedule a demonstration to see platform capabilities with your use cases. Proof-of-concept deployments enable testing with actual organizational data and workflows.
The evaluation process includes technical demonstrations, proof-of-concept testing, commercial proposals, and implementation planning. Most deployments complete within 4-8 weeks depending on integration complexity and training requirements.