Datuk Chay Wai Leong
Group Managing Director,Kenanga Investment Bank

“Optimai PRIME fits nicely into our digital strategy. Kenanga has implemented several PRIME modules.”

Wijaya Elham
Chief Operating Officer,
UOB Asset Management

“The team at Optimai are dedicated to the product that they developed. This can be seen from the progress they have made from an investment data warehouse solution for wealth and asset managers to a full-fledged solution.

Their recent product development showed many new features that target various user groups in fund management and address not only data management but also business end users. It even incorporates GenAI capability!

Both Khim Peow and Sok Keng are well tuned to the developments in the sector and have great depth in their understanding and delivery. I hope that their team can address challenges that businesses in the industry today are facing from the mentoring sessions with us.”

Jason Soon
Chief Operating Officer,
Prime Asia Asset Management Pte Ltd

“Since implementing Optimai Portfolio Management & Analytics System, we’ve seen a noticeable improvement in our operational efficiency.

The automated data feed and transformation have greatly reduced the time spent on manual data aggregation, helping us eliminate errors and inconsistencies that previously slowed down our processes.

The system has allowed us to gain a more cohesive view of our portfolios, which is essential when managing a diverse range of assets. Moreover, the streamlined regulatory reporting process has saved us valuable time, ensuring we meet compliance requirements with less effort and greater accuracy.”

“At Providentia, we needed a portfolio management solution to help us analyse client portfolios across all of our custodians and banks.

With Optimai’s Portfolio Management & Analytics System, client portfolio data is aggregated and uploaded efficiently, and we are now better able to visualise client data across a range of performance and risk metrics, enabling us with deeper portfolio insights.

The AI-driven capabilities enabled us to generate relevant and timely commentaries, thus enhancing portfolio reporting processes for our clients. We are impressed with Optimai’s constant motivation for innovation.”

Michael Teo
Partner, Co-CEO & COO,
Avanda Investment Management Pte Ltd

“We chose Optimai because our peers and colleagues have worked with them successfully.

They truly understand the fund management sector—especially the data challenges and instruments we trade.

Optimai has a proven data model for investment data, and our team had a pleasant working experience with them.”

Gary Bryan
Chief Product Officer,
InvestStream

“Optimai’s collaborative approach and expertise make them a trusted partner but what really stands out is the calibre of their team. They’re incredible people to work with, smart, humble, innovative and genuinely committed to building great outcomes together. Our ongoing partnership not only strengthens our solutions, it positions us to deliver meaningful value for clients.”

Executive Director
Leading Brokerage

“We engaged Optimai Margin Trading System to develop a system to offer multi-currency multi-market margin financing facility for our customers. We had reviewed various systems, including established multinational companies’ solutions, and selected Optimai for the following reasons:

• Optimai Margin Trading System offered versatile functionalities which suit our business requirements;

• Optimai’s consultants demonstrated excellent domain knowledge and understanding of the stockbroking business; and

• Optimai’s customers provided positive references.

Our working experience with Optimai is exemplary. We are impressed with the professionalism and dedication of Optimai’s team. The product, service and support that they provide are commendable.”

General Manager
Regional Securities Brokerage

“Adopting Optimai’s Margin Trading System has enabled us to meet our business needs cost-effectively. It has also significantly enhanced our competitiveness and risk management capability. Our margin financing operation is now more streamlined and the productivity of our margin team has risen considerably.

We have high expectations of Optimai and we are impressed with the professionalism and dedication shown by their people. The product, service and support that they provide are commendable.”