Build the dashboards your investment team deserves
OpenBB helps buy-side institutions replace fragmented
legacy tools and cut costs, not capabilities.
One Workspace for your entire organization
OpenBB Workspace gives investment teams a single environment for analysts, PMs and more. Connect your firm's data with external sources and AI agents to speed up decision-making.
Why buy-side institutions
choose OpenBB
Consolidate datasets
Plug Snowflake, FactSet, internal warehouses, and alternative data into one configurable workspace instead of juggling separate surfaces for each source.
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Bring AI to your workflows
Build visualization dashboards and layer state-of-the-art AI agents on top so analysts and PMs can get quick answers without leaving their workspace.
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Unify tools and reduce costs
Replace fragmented legacy terminals with a workspace your team shapes, avoiding multi-year, multi-million internal builds while keeping vendor lock-in low.
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Stay in full control
Deploy on-premises or in a private cloud, connect your own models, and manage permissions, audit trails, and usage analytics from a central admin view.
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Connect your data
and AI in one Workspace
Data agnostic
Integrate data from any source, warehouse or vendor
AI-ready
Plug in any custom or third-party AI agents
Built for teams
Get a macro view of how your teams collaborate and use AI
Enterprise security
Stay compliant with on-prem or private cloud
A custom Workspace for every
role at a $67B AUM fund
Causeway Capital, a $67B AUM asset management firm, runs a dedicated "Causeway Workspace" where portfolio managers, fundamental analysts, and risk and performance teams each work inside role-specific apps. From macro and market dashboards to holdings, risk, and performance views, AI-assisted workflows all sit on top of the same data foundation, so teams move faster and share context instead of emailing spreadsheets.
"One of most impressive development team I've ever worked with"
OpenBB brings together brilliant minds with an extraordinary product. Their agile teams truly listen, act, and deliver, making them one of most impressive development team I've ever worked with.
Pete Petersen, CTO
Causeway Capital Management
"One of most impressive development team I've ever worked with"
OpenBB brings together brilliant minds with an extraordinary product. Their agile teams truly listen, act, and deliver, making them one of most impressive development team I've ever worked with.
Pete Petersen, CTO
Causeway Capital Management
Ready to co-design and ship your
first OpenBB App with our team?
Our Jumpstart package is the right starting point.