"We are keen to explore how generative AI can power solutions that can streamline operations in the asset management industry. Optimai is a winner of the IMAS DAP Programme and we are excited to see how they will leverage generative AI to help our members achieve greater operational efficiency in portfolio reporting."
- Carmen Wee CEO, Investment Management Association of Singapore (IMAS)
Rapid Enterprise Application Platform (REAP)
Optimai RM Cockpit is the workspace for relationship managers and client advisors in the Optimai Wealth Insights Platform. It ranks each day's client priorities with the reason for each, and brings together a portfolio overview for every client, upcoming maturities, income simulation, a one-page client review summary and search across the whole book. Every figure can be traced to the record or the rule that produced it.
It reads from the Optimai Investment Data Warehouse, the platform's verified source.
Relationship managers and client advisors start the day on Today's Priorities: the clients who need attention, ranked, with the reason for each. Alerts, upcoming maturities, opportunities and the day's meetings sit in one list.
Each alert names the client, the contract, the date, the amount and what's missing, such as a maturity with no instruction. Every row on Today's Priorities is raised by a named alert rule, so the count reconciles with the alerts screen. Where the data cannot support a figure, the figure is left out and the reason is shown.
One client, one screen
Every maturity and its instruction status
Solve the mix for a target yield
Thresholds each RM sets for their own book
One printable page per client review
Find clients by name, holding or AUM
The client review summary puts the client's assets under management, performance, yield, cash, upcoming maturities and current holdings on one page, with the points discussed at the last review and the opportunities to raise. RM Cockpit can also draft the meeting reminder email for the RM to review and send.
Client review summary. Sample data.
Alerts and triggers use thresholds that each relationship manager sets for their own book, rather than one rule set for the whole bank, so the list reflects how that RM manages their clients.
PAT, Optimai's portfolio AI agents, is available on every RM Cockpit screen. It answers from the same records the screens read, and can incorporate the bank's CIO insights into each client's portfolio review.
These are answered once for the whole platform, on the Wealth Insights Platform page.
Optimai RM Cockpit is the workspace for relationship managers and client advisors in the Optimai Wealth Insights Platform. It ranks each day's client priorities with the reason for each, and brings together a portfolio overview for every client, upcoming maturities, income simulation, a one-page client review summary and search across the whole book. Every figure can be traced to the record or the rule that produced it.
Relationship managers and client advisors at banks, private banks, wealth managers, external asset managers and multi-family offices in Singapore, Malaysia and Hong Kong. Team heads can also see their team's book.
A CRM records client contacts and tasks. RM Cockpit works from verified portfolio data: it tells a relationship manager which clients need action today and why, down to the contract, date and amount. It can sit alongside an existing CRM.
Laptops and tablets.
This page covers one part of the Optimai Wealth Insights Platform. Everything in the platform works from the same verified source, created by the Optimai Investment Data Warehouse, and runs on RAAE (Rapid Application AI Expert), Optimai's AI application engine.
The data foundation. Consolidates, enriches and checks client and portfolio data from every source.
Learn more →Portfolio Management & Analytics System: 40+ analytics views for performance and risk managers.
Learn more →Plain-language answers and portfolio commentary with the bank's CIO insights, from the bank's own records.
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