A New Era for Investment Operations

Low-latency dynamic and flexible Portfolio, Customizable Segment and Security level Historical/Real-time reporting engine that seamlessly interfaces with any database.

Config-based UI which enables users to build custom reports via dynamic HTML. Organizations may use App Builder to customize what reports and associated options and settings to which each user has access.

VICAP is an all-in-one composite management platform built to simplify and streamline GIPS® compliance. It automates the creation and reporting of investment composites, reducing both the time and complexity involved in initial GIPS® verification.

Opturo offers a bespoke dashboard solution through Application Builder that allows you to build custom dashboards. Each of these dashboards has a default template you can customize based on your requirements/needs.

Enterprise Data Governance provides a Bolt-On platform to define policies and rules in real-time across the entire enterprise to securely access and protect sensitive data. Data from sources across the entire enterprise can be restricted, anonymized, masked, and filtered for any assigned users. It accomplishes this on-demand without making copies of the data.

Detailed ex-ante portfolio summary and risk decomposition analysis, incorporating any third-party factor-based risk model. Single and multi-period time-series analysis is provided, as is Drilldown capabilities stepping through selected customizable segments.

Comprehensive comparative Fund vs. Benchmark, Ex-Post Return and Risk Analytics for a stream of daily or monthly portfolio-level returns stored in any database or from an uploaded Excel File. Features a customizable Rolling Term Analysis of fund and benchmark returns and customizable PDF reports.

Opturo’s global client footprint introduces challenges and opportunities for improving our platform through continuous development. While much of the financial world is English language-focused, we’ve made the commitment to offer clients options as to what language best suits their users.

Opturo’s Network Processing framework enables high-volume batch processing with a decentralized architecture, real-time monitoring, and on-demand scaling. By distributing workloads across multiple machines, it eliminates single points of failure, reduces processing time, and improves reliability.

Opturo offers a bespoke reporting solution through Application Builder that allows you to build custom PDF reports. The PDF Designer is available for all modules. For each of these reports, there is a default template that you can customize based on your requirements/needs.

Comprehensive performance (Buy & Hold, Trade-based) and attribution (Decision, Decision-Risk, Market Multi-Factor, Fixed-Income Yield Curve) analysis with advanced reporting features.

Opturo’s VIA Enterprise Data Management platform boosts middle office efficiency by offering unmatched data transparency. It enables quick deployment of debug reports, automates reconciliation, and equips users to swiftly detect and resolve data issues. The platform also helps re-sellers reduce operational costs and allows performance calculations to be fully transparent and replicable in Excel.

Opturo offers two custom reporting solutions, a web-based report template generator and an API-based report builder. This next generation reporting engine allows clients to create and share dynamic reports using any business data, whether it is performance, attribution, or risk, as well as corporate financial or marketing data.

The Opturo platforms integrate with multiple third-party services to enhance data management, automate business processes, provide seamless and integrated sign-on and customize workflow challenges.

Opturo’s Web Services offer a way for a client to request data by making a HTTP call to a server. The server processes the call and returns the data requested by the client based on a specific set of requirements. The data can be returned in a variety of formats based on the client’s need.

Offers a structured workflow platform with easy execution, global iterations, and an admin console for monitoring and control. Color-coded progress bars give a clear view of progress, while each step shows detailed status updates, including warnings and errors, for smooth oversight and quick issue resolution.