Clarity. Control. Confidence.
Optimai is a portfolio aggregation platform for fund managers, and multi-family offices. Designed to bring clarity to complex investment data, it integrates portfolio aggregation, performance & risk monitoring, and AI-enhanced reporting into one powerful system.
Multi-Bank Portfolio Aggregation with 20+ ready adaptors for private bank PDF statements and data feeds
Bloomberg Integration
for data enrichment & analytics
Comprehensive Absolute Returns Analysis and Benchmark Comparison Tools
Investment Data Warehouse for Financial Institutions with built-in data quality improvement and rectification capabilities
Automated Portfolio Commentary for Client Advisors with real-time company and market news
Extensive Performance & Risk Analytics
for Investment Managers including
Net Returns, VaR and Sharpe ratio
Aggregate Client Portfolios Across Custodians
Data Quality That Improves Over Time
Leveraging our investment data warehouse for financial institutions, Optimai flags, and support rectification of data errors to enhance data integrity and accuracy.
Dive into detailed portfolio allocation, absolute return analysis, and benchmark comparisons through our interactive dashboard.
The Portfolio AI Copilot boosts productivity by creating contextual investment commentary integrated with real-time market updates, enabling advisors to engage clients more effectively.
Analytics at the Speed of Thought
AI-Powered Investment Commentary
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Optimai is a multi-bank portfolio aggregation software that seamlessly consolidates data from various private banks, supporting more than 20 ready-to-use adaptors.
Enterprise-Ready Architecture
Optimai supports cloud or on-premise deployment with end-to-end encryption, access control, and audit trails.
Open APIs and Smart Integration
This fund management software with Bloomberg integration works seamlessly with custodians, back office systems, and CRMs.
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Fund Management Companies
Multi-Family Offices
External Asset Managers
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Learn how leading financial firms use Optimai to enhance investment transparency and client service.
Explore Case Studies
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Investment Data Warehouse
Interactive Dashboard
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Portfolio AI Copilot
Book a Demo Now!
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