openfrontFinancial

Open source
alternative to
financial operations platforms

Cross-provider brokerage, banking, market-data, transfer, portfolio, ledger, advisory, and agent operations.

Workflows

Built around financial work

Openfront Financial is an agentic, cross-provider operations and orchestration workspace. It normalizes brokerage and bank connections, coordinates orders and transfers, tracks positions and tax lots, records ledger entries, and places human approval and audit evidence around consequential actions.

Provider operations, one view

Openfront Financial is an agentic, cross-provider operations and orchestration workspace. It normalizes brokerage and bank connections, coordinates orders and transfers, tracks positions and tax lots, records ledger entries, and places human approval and audit evidence around consequential actions.

Portfolio and ledger

Positions, tax lots, dividends, price history, snapshots, watchlists, and alerts

Balanced ledger entries, account statements, reporting, and reconciliation records

Advisor configuration and policy-scoped action processing

Portfolio and ledger, one platform

Financial operations teams coordinating consented workflows across brokerage, banking, market-data, statement, and transfer providers while retaining one adaptable operational record.

US
EU
AP

Run it wherever you operate

Run the application and PostgreSQL database in infrastructure you choose, adapt the workflows in source, and keep operational records under your organization’s control.

Workflow Agent and human control
Current workflows and operating signals
1
Advisor configuration and policy-scoped action processing
2
Human approvals, consent records, work queues, and audit events
3
Brokerage connections, brokerage accounts, bank accounts, provider adapters, and webhooks
Advisor configuration and policy-scoped action processing
Human approvals, consent records, work queues, and audit events

Agent and human control

Cross-provider brokerage, banking, market-data, transfer, portfolio, ledger, advisory, and agent operations.

Audience

For the teams operating this workflow

Financial operations teams coordinating consented workflows across brokerage, banking, market-data, statement, and transfer providers while retaining one adaptable operational record.

Ownership

Run it on infrastructure you choose

Run the application and PostgreSQL database in infrastructure you choose, adapt the workflows in source, and keep operational records under your organization’s control.