"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)
The Optimai Wealth Insights Platform is a wealth management data and AI platform for regulated banks, private banks and wealth managers in Singapore, Malaysia and Hong Kong. It consolidates client and portfolio data from core banking and back-office systems, custodians and external banks, then enriches and checks it so users can fix any issues before the data is used.
From that single verified source, Optimai RM Cockpit ranks each relationship manager's client priorities for the day, Optimai PMAS (Portfolio Management & Analytics System) gives performance and risk managers 40+ analytics views, and PAT, Optimai's portfolio AI agents, answers portfolio questions and writes client commentary. It is built on RAAE (Rapid Application AI Expert), so banks can add new modules in days.
AI built on unreconciled investment data doesn't fail loudly. It fails plausibly. Miss one stock split, and the AI tells a client their portfolio lost 1.0% when it actually grew 1.1%. Optimai owns both layers: the investment data underneath and the intelligence that sits on it.
Illustrative example
At its foundation, the Optimai Investment Data Warehouse turns client and portfolio data from every custodian, private bank and back-office system into one verified source. Relationship managers, client advisors, performance and risk managers, AI agents and regulatory reporting all work from that same source, so a figure means the same thing in a dashboard, a client review summary, an AI-written commentary and a regulatory return.
A ranked list of the clients who need attention each day, and the reason for each.
40+ analytics views, from a bank-wide overview down to individual transactions.
Plain-language answers and drafted commentary from the institution's own records.
The cleansed data also feeds regulatory returns.
Consolidates client and portfolio data from custodians, brokers, private banks and core banking, enriches it, and flags errors for users to fix before the data is used. The cleansed data is ready for any report the institution needs.
Learn more about the Investment Data Warehouse →Built on RAAE (Rapid Application AI Expert), Optimai's AI application engine, so the institution can add new modules on the same verified source in days. How RAAE works →
The Optimai Investment Data Warehouse, the platform's data foundation, brings every client record together from back-office systems, custodians, fund accounting and more, standardises it, and enriches it with Bloomberg data across 29,000+ fields. Sources include equities, fixed income, structured products, unit trust and options and futures back offices, custodians, core banking, CRM and market data feeds, with 20+ ready adaptors for private-bank statements and feeds.
Any source, any format, including PDF statements. One client record.
Pre-built, configurable rules for asset class, country of risk, ratings and fund look-through.
A ready Bloomberg adaptor across 29,000+ data fields, using the bank's own data licence.
A quality gate flags exceptions for maker-checker review. The result is a golden record.
Read how wealth and asset managers in Singapore use the platform.
The Wealth Insights Platform is built on RAAE (Rapid Application AI Expert), the engine underneath Optimai's applications. The bank describes a new module in plain English, RAAE builds it for user acceptance testing, and it goes live in days. Every module it builds inherits role-based access, maker-checker approvals and audit trails.
Optimai Pte Ltd is a Singapore financial technology company, founded in 2001, that builds capital markets, wealth management and AI systems for banks, brokerages and fund managers in Singapore, Malaysia and Hong Kong.
It is led by co-founder and CEO Ng Khim Peow. Under his leadership, Optimai won the Singapore FinTech Festival Fintech Award (Singapore Founder) in 2019.
About Optimai →founded, and delivering systems to regulated financial institutions ever since
solutions in live production across Singapore, Malaysia and Hong Kong
industry recognitions, from MAS, the Singapore FinTech Festival, IMAS and UBS
Optimai's solutions are listed on PathFin.ai, the Monetary Authority of Singapore's registry of AI solutions. Singapore-based financial institutions onboarded on PathFin.ai can apply under the MAS FSTI AI Pathfinder track for co-funding of 50% of qualifying expenses, up to S$200,000 per project. Each application is subject to MAS approval.
It is a wealth management data and AI platform for regulated banks, private banks and wealth managers in Singapore, Malaysia and Hong Kong. It consolidates client and portfolio data from core banking and back-office systems, custodians and external banks, enriches and checks it, then delivers relationship-manager priorities in RM Cockpit, 40+ analytics views in PMAS, and AI-written commentary from PAT, Optimai's portfolio AI agents, all from that one source.
Yes. It reads from core banking and back-office systems, custodians and private banks, and open APIs connect it to other systems.
Implementation usually takes six months or more, depending on scope.
The bank owns its data and can export it.
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