OptimumIB Investor Portal
Investors subscribe, redeem and trade fund units online, from any device, with support built in.
Overview
OptimumIB is the investor’s window into funds. Investors discover funds, subscribe and redeem units online with requests that flow straight through to the back office, buy and sell exchange-traded funds, and view holdings, statements, distribution history and documents from any device.
Customer support is built in and connects to the call centre, so an investor who needs help is never far from it.
Fund investors now expect the same digital experience they get from their bank. Paper forms and branch visits for subscriptions and redemptions hold back fund distribution.
Capabilities
Online subscription and redemption
Order and revoke services for investment funds.
ETF trading
Buy and sell orders for exchange-traded funds.
Straight-through processing
Requests flow directly to the Funds Back Office.
Holdings and statements
Current holdings and statements online.
Distributions and documents
Distribution history and fund documents in one place.
Integrated support
Customer support connected to the call centre.
Any device
Available on any device.
Built for
Works with
Shared foundations
- Role-based access control, segregation of duties and maker-checker approvals
- Complete audit trails across financial and administrative actions
- Encryption in transit and at rest, secure APIs, monitoring and operational logging
- Deployment in your data centre, private cloud, locally hosted, managed or hybrid, chosen module by module
Where to start
An investor or unit-holder portal: a branded portal for one fund family or client segment, live against your back office within 30 to 90 days.
Questions about OptimumIB Investor Portal
What is OptimumIB Investor Portal?
Investors subscribe, redeem and trade fund units online, from any device, with support built in. OptimumIB is the investor’s window into funds. Investors discover funds, subscribe and redeem units online with requests that flow straight through to the back office, buy and sell exchange-traded funds, and view holdings, statements, distribution history and documents from any device.
What problem does OptimumIB Investor Portal solve?
Fund investors now expect the same digital experience they get from their bank. Paper forms and branch visits for subscriptions and redemptions hold back fund distribution.
Who is OptimumIB Investor Portal built for?
OptimumIB Investor Portal is built for fund managers, investment banks and fund distributors.
Which OTS products does OptimumIB Investor Portal work with?
OptimumIB Investor Portal works with Funds Back Office, Mutual Fund Registry (MFR), eKYC Electronic Services and CRM and Corporate OMS.
Can OptimumIB Investor Portal be deployed in our own infrastructure?
Yes. OTS products can be deployed in your own data centre, in a private cloud, in a locally hosted environment, as a managed service where regulation permits, or as a hybrid, chosen module by module.
How can we start with OptimumIB Investor Portal?
An investor or unit-holder portal: a branded portal for one fund family or client segment, live against your back office within 30 to 90 days.