Systems and methods for using cross-chain portfolio management platforms

A non-transitory computer readable storage medium, including instructions stored thereon, which when read and executed by one or more computer processors in a permissioned blockchain-based network, cause the one or more computer processors to perform steps comprising:

• receiving a plurality of template portfolio models for a plurality of investors;
• receiving a deployment of an investor portfolio smart contract for an investor portfolio for an investor;
• in response to the deployment, linking the investor portfolio smart contract to a selected template portfolio model;
• establishing a tokenized cash balance for the investor;
• receiving, by an investor portfolio smart contract, the tokenized cash balance;
• calculating a subscription order to align the investor portfolio to the selected template portfolio model, wherein the subscription order identifies a fund and an investment amount;
• routing the subscription order to a secondary permissioned blockchain-based network via an interoperability service, wherein the secondary permissioned blockchain-based network is associated with the fund, and the interoperability service translates the subscription order for the secondary permissioned blockchain-based network;
• receiving a settlement confirmation for the subscription order from the secondary permissioned blockchain-based network via the interoperability service, wherein the interoperability service translates the settlement confirmation for the primary permissioned blockchain-based network;
• recording asset positions in the investor portfolio based on the settlement confirmation;
• and
• transferring deposit tokens to a fund manager address for the fund on the primary permissioned blockchain-based network.

A system, comprising:

• a primary permissioned blockchain-based network;
• a secondary permissioned blockchain-based network;
• and
• an interoperability service communicating with the primary permissioned blockchain-based network and the secondary permissioned blockchain-based network;
• wherein:
• a model registry smart contract on the primary permissioned blockchain-based network is configured to receive a plurality of template portfolio models for a plurality of investors, wherein each template portfolio model comprises a list of funds in the template portfolio model and a percentage of each fund in the template portfolio model;
• primary permissioned blockchain-based network is configured to receive a deployment of an investor portfolio smart contract for an investor portfolio for an investor;
• in response to the deployment, the model registry smart contract is configured to link the investor portfolio smart contract to a selected template portfolio model;
• a deposit token smart contract on the primary permissioned blockchain-based network is configured to establish a tokenized cash balance for the investor;
• the investor portfolio smart contract is configured to receive the tokenized cash balance;
• a rebalancer module is configured to calculate a subscription order to align the investor portfolio to the selected template portfolio, wherein the subscription order identifies a fund and an investment amount;
• an orchestrator smart contract on the primary permissioned blockchain-based network is configured to route, the subscription order to the secondary permissioned blockchain-based network via the interoperability service, wherein the secondary permissioned blockchain-based network is associated with the fund;
• the interoperability service is configured to translate the subscription order for the secondary permissioned blockchain-based network;
• the interoperability service is configured to receive settlement confirmation for the subscription order from the secondary permissioned blockchain-based network and to translate the settlement confirmation for the primary permissioned blockchain-based network;
• the orchestrator smart contract is configured to receive the settlement confirmation for the subscription order from the interoperability service;
• the orchestrator smart contract is configured to route asset positions in the investor portfolio based on the settlement confirmation;
• and
• the investor portfolio smart contract is configured to deposit tokens to a fund manager address for the fund on the primary permissioned blockchain-based network.