EXPLORE OPTURO
Modern investment analytics for Wealth Managers
Wealth Managers often times face a decision weather to invest in large integrated software platforms or try to build a "best of breed" approach to financial planning, CRM, accounting and reporting. Opturo offers Wealth Managers a platform which enables a "best of breed" approach, while also the ability to tactically deploy specific solutions to meet functional gaps in integrated systems. For example, if your system doesn't offer a robust composite management solution, our composite manage solutions may be deployed to fill that gap.
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How Opturo helps the worlds best Wealth Managers
Composite Management
Composite construction and reporting may be fully automated for an unlimited number of composites and accounts using Opturo's fully scalable and dedicated composite solution, VICAP.
VICAP is a stand alone and comprehensive composite management solution. It is not a "throw in" as part of a larger integrated platform, such as is included in most competing systems.
Composite construction and reporting using daily data may be utilized to avoid large cash flow rules required by GIPS. Along with the overall automation with VICAP, can dramatically reduce the amount of human resources required to be allocated to composite-related workflow.
Simplify the verification process and rapidly accelerate your timeline for achieving GIPS compliance, which can help business development and marketing efforts.
"Lock down" historical returns and seamlessly integrate with newly calculated composite returns.
Reporting
Customize, configure, automate and distribute reports within timely and reliable workflow processes.
Opturo can integrate with any 3rd party application or platform to enhance reporting flexibility, whether it is BI vendors such as Tableau, or report writers.
Utilize Opturo's App Builder application to tailor reports specifically for the requirements of each business group and use case. For example, data and relevant settings may be configured specifically for the marketing group, who may configure reports according to preferred color palette, font, logos, etc.
Output analytical data to any database, data warehouse, excel, PDF, or text.
Performance & Attribution
Accurate performance calculation at all levels of portfolios, including derivatives, eliminating error terms and securing investment staff buy-in.
Flexible attribution modeling which enable alignment of reporting with business requirements. Traditional industry models available, as well as enhanced versions developed to better analyze how investment decision makers drive alpha and risk.
Bolt-on solution which can integrate with existing IBOR/ABOR systems such as Eagle, Geneva, etc.
Source requisite analytical data such as benchmark, segment, and attribute data from any 3rd party vendor or system, including Bloomberg, Reuters, Rimes, etc.
Utilize any ex-ante or factor model and apply to ex-post portfolio returns.
Truly automate and streamline the sourcing and consolidation of requisite data from multiple systems, sources and file formats.
Analyze Reports in:
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