FinTech Solutions
for the Institutions That Move Markets

For over 20 years, Optimai has powered Asia’s leading brokerages, fund managers, banks, and exchanges with intelligent, compliant, and modular technology built for capital markets.

Rapid Enterprise Application Platform (REAP)

For Wealth Managers, External Asset Managers & Multi-Family Offices

Portfolio Management & Analytics System

Selected for the Monetary Authority of Singapore (MAS) Industry Pilot Programme (2024–2025), this investment management platform unifies data, analytics, and client reporting
into one AI-powered experience.

Investment Data Warehouse
Aggregates portfolio data across banks, custodians, and brokers

Interactive Dashboards
Dashboards with allocation, absolute return insights, performance & risk metrics, benchmark comparisons, down to transaction-level detail

Portfolio AI Copilot (PAT)
Agentic AI that generates automated portfolio commentary enriched with live market insights

Explore Portfolio Management & Analytics System

Rapid Enterprise Application Platform (REAP)

For Fund Management Companies

Investment Data Warehouse + Compliance Engine

Consolidate, validate, and control data across the fund lifecycle with built-in fund look-through, counterparty exposure tracking, and investment compliance checks.

Boost data quality, reduce operational risk, and take control of your investment data.

Explore Investment Data Warehouse

Rapid Enterprise Application Platform (REAP)

For Securities Brokerages

Share Margin Financing
Smarter financing. Stronger controls. Seamless onboarding.

Securities Borrowing & Lending (SBL)
Scale securities lending with zero
operational drag

Corporate Actions Automation
Automation You Trust.
Margin Accuracy You Need.

[Explore Share Margin Financing]

Risk-Based Capital Reporting
Supports RBC regulatory reporting as defined in MAS SFA04-N13

[Explore SBL Solutions]

[Explore Corporate Actions Automation]

[Explore RBC Reporting]

Rapid Enterprise Application Platform (REAP)

For Banks

Portfolio Financing
Empowers banks to offer flexible overdrafts secured by shares, bonds, and more—powered by a robust collateral engine for smarter, safer credit decisions.

Loan Management System
Our system streamlines the entire loan lifecycle—from offer to disbursement, monitoring, and revision—boosting efficiency, ensuring compliance, and supporting both corporate and individual lending needs

[Explore Portfolio Financing]

Rapid Enterprise Application Platform (REAP)

Localized Solutions for Malaysia
(with Islamic Modules)

Optimai's platforms are localized for Malaysian regulations and Islamic finance workflows.

Securities Borrowing & Lending(with Islamic module)

Share Margin Financing
(with Islamic module)

Loan Management System
(with Islamic module)

Corporate Actions

Dual Currency Investments

Rapid Enterprise Application Platform (REAP)

AI is in our DNA

Portfolio AI Copilot (PAT)
Agentic AI that generates automated, contextual portfolio commentary — enriched with market news and economic outlook.
→ Boosts advisor productivity and improves client experience

RAAE – Rapid AI Application Expert
Our system streamlines the entire loan lifecycle—from offer to disbursement, monitoring, and revision—boosting efficiency, ensuring compliance, and supporting both corporate and individual lending needs
→ Smarter. Safer. Much faster.

Our First Two AI Use Cases

The name “Optimai” reflects our founding belief in Optimization + AI. Today, we embed AI directly into our systems — as core infrastructure, not a bolt-on feature.