Investment banks
Investor-facing fund services, algorithmic trading and decision support for investment banking activity.
What this institution needs from its technology.
Investment banks combine client-facing services with trading and management reporting. They need online channels for investors, infrastructure for running trading strategies safely and a clear view of the business for management.
The problems we help solve.
Online fund services
Investors subscribe, redeem and trade fund units online through the bank’s front office.
Safe algorithmic trading
Strategies isolated in their own containers with dedicated market-data and trade channels.
Management visibility
Dashboards with key figures, rankings, heat maps and trends.
Islamic finance tools
Tools for Islamic capital-market activity, designed by our financial specialists and built into the software.
The OTS products that apply.
Each product page explains its capabilities, architecture and how it connects with the others.
First engagements are small and measurable, with a working result in 30 to 90 days. The options are described on our services page.
Frequently asked questions
Which OTS products are relevant to investment banks?
The most relevant products are OptimumIB Investor Portal, EXO Algorithmic Trading Platform, EDSS Decision Support, ERM Risk Management and CRM and Corporate OMS.
Can OTS products work with the systems we already run?
Yes. OTS products are designed to integrate with existing exchange, depository, clearing, banking, payment, identity, KYC and market-data infrastructure, so systems that work can be kept.
Does OTS respect data sovereignty?
Yes. We respect the digital sovereignty of every market we work with and deliver technologies to national exchanges and market institutions, deployed within their own infrastructure and under their control.
How does a first engagement work?
Most engagements start with a half-day discovery session, followed by a demonstration on scenarios that look like yours and a scoped pilot with a fixed timeline of 30 to 90 days.
Talk to our team about investment banks.
Tell us where you are today and what you want to change. We will suggest the most practical starting point.