EXPLORE OPTURO

Modern investment analytics for Family Offices

Family Offices are confronted with very specific analytical and reporting needs, for which the Opturo platform's flexible architecture is ideally suited.

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How Opturo helps the worlds best Family Offices

Reporting

Drilldown/look through reporting enables users to analyze and report at any level using any aggregation or disaggregation logic. This may includes any combination of familial generations/households, trusts, Family LP's, etc.

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.

Data Management

Virtual Investment Analytics (VIA) enterprise data management platform is Opturo's proprietary solution. Along with our SAYS platform, which is a cloud hosted version of VIA, users can normalize data from disparate systems and formats.

Opturo's business model is to deploy our platform in alignment with each user's business model, rather than impose our system: Cloud hosted or local install, Oracle or SQL, any ABOR/IBOR system, insource or outsource business model.

The Opturo platform offers low maintenance and support, and can typically be implemented in 4-8 weeks.

Leverage the data management tools within VIA and SAYS in order to help address functional gaps in other systems and applications.

Performance & Attribution

Drilldown/look through analytics and reporting with unlimited flexibility to incorporate firm-specific segmentation and aggregation logic.

Accurate performance calculation at all levels of portfolios, including derivatives, eliminating error terms and securing investment staff buy-in.

Universal asset and strategy type coverage, including but not limited to illiquids/alternatives, notional products, risk parity, long/short, etc.

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.

True bolt-on solution which can integrate with existing IBOR/ABOR systems such as Eagle, Geneva, etc.

Build and maintain custom and blended benchmarks with the ability to automate the consolidation of benchmark data from multiple 3rd party vendors.

Utilize any ex-ante or factor model and apply to ex-post portfolio returns.

Composite Management

VICAP offers Family Offices a dedicated solution which can fully automate the process of composite construction and reporting, which has become more important as GIPS 2020 is adopted.

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.

VICAP's rules engine enables users to deploy more complex assignment/inclusion/exclusion rules - all fully automated.