Optimum
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Technology for the institutions that run financial markets.

We build an integrated family of financial software, from trade matching, post-trade and clearing to brokerage, fund administration and risk, and shape every implementation around the market it serves.

Proven products. Capital-market expertise. A senior team that stays with the project.

Explore our products How the platform fits together
24products across financial and enterprise solutions100Mshareholder capacity in our post-trade system260,000+registered users on our virtual exchange350+settlement states handled by our clearing system

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Who we are

A technology company building the systems that run financial markets, and the platforms that help organizations manage their work.

Optimum Technology Solutions sits deliberately between rigid international packages and greenfield custom development. We bring proven products and configure and extend them for each institution and each jurisdiction, integrating with the infrastructure it already runs.

Our solutions are proven in live markets. Our team of solution architects, senior engineers and capital-market specialists understands a market from the operations room as well as from the code, and each engagement is led by a senior team that stays with the project.

About OTSHow we deliver

Proven products, adapted to each market.

Our solutions are proven in live markets. Each engagement is led by a senior, dedicated team that stays with the project, not a shared support queue.

Discuss your project
Financial Solutions

Four layers of the market, one product family.

Each product works on its own or as part of a connected whole. Choose a layer to see the products that serve it.

See how the products connectFull catalogue
Inside our products

A closer look at how our products work.

Diagrams and figures from seven of our products. The slides move on their own; use the arrows or pause at any time.

Market Infrastructure

OTX Trading Engine

A trade matching engine supporting all main stock exchange flows and related systems, with a built-in registry engine and corporate actions.

An exchange needs an execution core that participants can trust: one that matches orders correctly, supervises activity and keeps a complete record, while feeding everything that happens after the trade.

1,000concurrent users
Read about OTX Trading Engine
From order entry to supervision
Web UI and mobile appOrder entryParticipant access
Order book engineOrder books per instrument
Order matching engineTrade matching
Supervisory engineMarket supervision
Market Infrastructure

OPT Post-Trade System

Records and maintains the full status of the market after every trade.

After a trade is matched, the market still has to know, precisely and at all times, who owns what, which shares are pledged or seized and which transfers have taken place. Errors here become legal and financial problems.

100Mshareholder capacity
Read about OPT Post-Trade System
Architecture
Users
Central depositoryRegulatorExchangeBrokers
Integration gateway
ActiveMQISO 20022FIX
Financial messaging cloud
Identity registration engineIssuer portalAdmin UI
Data layer
Investor relations DBRisk DBMessage history
Market Infrastructure

OCC Clearing and Settlement

Comprehensive clearing and settlement software with multi-currency clearing.

Clearing and settlement decide whether money and securities actually change hands as agreed. Shorter settlement cycles and more currencies leave less room for manual work and late surprises.

350+settlement states
Read about OCC Clearing and Settlement
Clearing and settlement in figures
350+settlement states
18degrees of freedom
Multi-currencyclearing
Brokerage and Trading

eKYC Electronic Services

Remote client onboarding in seven steps, with electronic contract signature.

Account opening is where many prospective clients give up. Paper forms and branch visits slow growth, yet onboarding must still meet strict identity and KYC requirements.

Read about eKYC Electronic Services
Client onboarding in seven steps
  1. Registration
  2. Additional details
  3. Document upload
  4. Service selection
  5. Review
  6. E-contract signing
  7. Identity verification
Brokerage and Trading

EXO Algorithmic Trading Platform

Each strategy runs in its own container, fed by dedicated market-data and trade-data channels.

Running several trading algorithms on shared infrastructure is risky: one faulty strategy can disrupt the others. Isolation, dedicated data and clean routing are what make algorithmic trading manageable.

Read about EXO Algorithmic Trading Platform
Each strategy in its own container
EXO coreMarket-data managementREST order managementSocket management
Message channelsMarket dataOrder requestsTrade dataPer-algorithm queues
AlgorithmsAlgorithm 1Algorithm 2Algorithm n
Asset Management

Mutual Fund Registry (MFR)

One trusted record of every investment fund, reconciled and ready to share.

When a fund registry and the back office disagree, every report built on them becomes doubtful. Managers need a single, reconciled record they can report from directly.

Read about Mutual Fund Registry
One reconciled registry
Source
Funds Back Office
Synchronization
Data syncerConflict detection and removal
MFR core
Core registry databaseAggregation across all funds
Delivery
Data service managerDashboards and reportingThird-party applications
Enterprise Solutions

OptiSense

Real-time social intelligence, sentiment analysis and news monitoring in one platform.

News breaks and conversations shift in minutes. By the time a trend is obvious, or important news reaches a team through manual searching, the moment to act may have passed.

Read about OptiSense
Sources monitored from one platform
XTelegramInstagramFacebookTikTokYouTubeSnapchatNews websites
Solutions

Built for the institutions that make up a market.

See how our products come together for each type of institution.

Exchanges and market operators

An execution core, post-trade records and investor programmes for the institutions that run markets.

See the solution

Clearing houses and depositories

Clearing, settlement and post-trade records built for accuracy, auditability and direct bank connectivity.

See the solution

Brokerage houses

Everything a securities firm runs, from onboarding and online trading to the back office.

See the solution

Asset and fund managers

Fund administration, registry, risk and a digital investor experience that agree with one another.

See the solution

Investment banks

Investor-facing fund services, algorithmic trading and decision support for investment banking activity.

See the solution

Energy exchanges

Post-trade operations that keep the exchange, clearing and the national grid operator in step.

See the solution
Enterprise Solutions

Beyond financial services.

Two platforms for organizations of every kind.

OptiSense

Real-time social intelligence, sentiment analysis and news monitoring in one platform.

Explore OptiSense

OptiNet

Projects, tasks, communication and your organization’s network in one workspace.

Explore OptiNet
Where to begin

Find what you came for.

Different visitors need different things from a technology partner. These are the quickest routes.

Choosing a platform for your market

See the four layers of our financial product family and which products fit your institution.

Explore the platform

Evaluating a specific product

Every product has its own page with capabilities, architecture, figures and related products.

Browse the catalogue

Assessing our technical approach

Standards, architecture principles, security controls and deployment options.

Technology and security

Researching OTS for procurement

Company details, services, engagement models and how a first project is structured.

About OTS

Exploring a partnership

White-label partnership, co-development and dedicated teams are part of how we work.

Talk about partnership

Planning a first engagement

A half-day discovery, a demonstration on your scenarios and a pilot of 30 to 90 days.

How engagements work
Insights

Perspectives from our engineers and specialists.

A post-trade system is the market’s memory. When it is right, nobody notices it.
Market infrastructure6 min read

What a modern post-trade system must handle

Matching a trade takes a fraction of a second. Recording what it changed, correctly and for good, is where the real work begins.

Read article
A trade is a promise. Clearing and settlement are how a market makes sure it is kept.
Market infrastructure6 min read

Clearing and settlement, explained for decision-makers

Netting, settlement instructions, fails and multiple currencies: what happens between a trade and the moment money and securities actually move.

Read article
A matching engine has to be fast, correct and accountable at the same time.
Market infrastructure5 min read

Inside a trade matching engine

Order books, matching, supervision, and why registry and corporate actions belong close to trading.

Read article
For many investors, the trading platform is the brokerage.
Brokerage5 min read

Choosing an online trading platform for your brokerage

What clients expect from a trading screen today, and what the brokerage needs behind it.

Read article
Digital onboarding works when it is faster for the client and no weaker for the institution.
Brokerage5 min read

Digital onboarding in seven steps

How electronic KYC and e-contracts shorten account opening without weakening controls.

Read article
A registry is only useful if everyone trusts it.
Asset management5 min read

Running a mutual fund registry without data conflicts

Why the registry and the back office drift apart, and how to keep one trusted record.

Read article
All 19 insights
Optimum Technology Solutions

The technology should serve the market. The market should never depend on its technology provider.

Planning a new platform, replacing a core system or adding a capability your market needs? We would welcome the conversation.

Discuss your project Request a demonstration