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Investment Management

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