Enterprise

Openbook for teams

Powerful UK equity research tools for wealth managers, family offices, and investment teams. Custom solutions built for your workflow.

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Built for professional investors

Everything in Pro, plus advanced features designed for teams and institutions.

Team accounts

Manage your entire team under one account. Centralized billing, user management, and permissions.

API access Coming soon

Integrate Openbook data directly into your existing tools and workflows via our comprehensive API.

Custom reports Coming soon

Generate white-labeled, branded reports for your clients with your own logo and styling.

SSO & security

Enterprise-grade security with SAML SSO, 2FA, and compliance features your IT team requires.

Custom pricing

Volume and flexible pricing structures tailored to your team size and needs.

Priority support

Priority email support: Whatever the problem, we'll get it resolved quickly.

Trusted by investment professionals

See how teams use Openbook to make better investment decisions.

Wealth managers

Build diversified UK equity portfolios for your clients with confidence. Use factor scores to identify quality stocks and AI insights to explain your recommendations.

Multi-factor screening for stock selection
Plain-English explanations for clients

Family offices

Conduct thorough due diligence on UK equities with comprehensive fundamental data, quality assessments, and AI-powered analysis.

Deep-dive fundamental analysis
Quality-focused factor scoring
Long-term investment insights

Financial research teams

Accelerate your research process with AI-powered summaries, comprehensive data, and streamlined workflows for your entire team.

API access for custom integrations coming soon
Team watchlists and collaboration
Bulk data exports coming soon