Maintain transactions and holdings information for various asset classes

Optimai Investment Management System enables your financial institution to maintain transactions and holdings information for various asset classes.

It also enables you to analyze your portfolios by:

► Asset Classes - percentage holdings by asset classes

►  Country Exposure - percentage holdings by countries

►  Country Exposure based on asset classes

►  Portfolio Summary ‍‍

►  Market Capitalization by percentage holdings

►  Sector Exposure - percentage holdings by sectors