Opturo’s professionally talented team provides its expertise in the form of consulting services on a range of investment solutions.

Below is a list of in-house and third-party system that is part of Opturo’s range of investment system expertise:

Real-time Order Management System

We are specialists in building real-time Order Management Systems that support multiple asset classes.  The system tracks orders in real-time between the front-office, trading and middle-office, and then books the trades in the valuation system.  The systems automate the order management workflow process and replace the manual process of passing spreadsheets with orders between groups.

 

Real-time Portfolio/Risk Management System

We offer the most complete real-time multi-asset Risk and Performance Portfolio Management Solutions that equips the Fund Manager with the capability to powerfully leverage their competencies to manage portfolios and generate alpha.

 

Analytic/Valuation Engines

We specialists in building low-latency Analytic and Valuation Engines for Equity and Fixed Income products.

 

Data Management System

We specialize in building robust Data Management software that allows a user to transfer data from one source to another quickly and efficiently.  For instance, our applications give clients the ability to read data from a series of Excel files that are date stamped and import that data to Oracle in a matter of minutes.  This saves a great deal of work and time, where traditionally for each data transfer job, scripts are written to port data from one source to another.  Our applications support transfer of data between the following sources: Excel, Text (multiple formats), Oracle, Sybase, MS Access, Fame, Factset, My Sql, and SqlServer.  The platform is perfect for firms that need to import large volumes of data from a variety of vendors.

 

Short Availability Locate System

We specialize in building interfaces with external brokers.  In the case of short availability shares and rates, we have built a web-based solution that automatically obtains the locate Id’s (availability of short shares and fees) from a variety of prime brokers using SOAP.  The application pools together shares availability and fees from a handful of brokers and displays the results to the trader/user in real-time.  The trader/user can then pick the broker with the best offer.  Alternatively, individual phone calls would need to be placed with each broker to highlight the broker with the best offer.

 

Fundamental Analyst Rating/Notes System

We specialize in building comprehensive web-based solutions that track analyst ratings and notes on covered companies. The web-based front-end allows the user to upload and post ratings, notes and attachments.  An email notification can be configured to be sent out to the investment teams when there is a new rating published.  An analyst or company can mine the system to provide historical ratings and other ancillary information.

 

Generic Web-based Reporting System

We posses in-depth expertise in building web-based report delivery systems that allow internal/external clients of a firm to securely download documents and reports.  The system authenticates each user and restricts access to reports.  For instance, in an investment firm, the clients can use the website to download fund related risk and performance reports.  The reports are grouped into daily, weekly, monthly, quarterly, and yearly sections.  The usage of the websites is tracked, which helps in auditing the usefulness of any particular report.

 

Scheduling System

Reliable and state-of-the-art batch scheduling system that works on multiple platforms like Windows, UNIX, and Linux.  A website monitors all the jobs on all the platforms.  Through the website, it is possible to remotely run or stop a job.  It is also possible to see the dependency between jobs across all the platforms.  For instance, a job on Windows can be dependent on two jobs completing successfully on UNIX.  The system also supports a robust alerting mechanism in the event a job fails, is successful, or takes a longer time to run.  It also has sophisticated and flexible time scheduling features.

 

Real-time Web-based Solutions

We specialize in building websites that display real-time stock quotes or fund/benchmark performance information, using advanced web-based technologies, such as AJAX.  We have successfully implemented and deployed web sites for PDA’s, which provide real-time information like risk characteristics, fund, and stock performance to clients on the road.

 

Barra®

We are experts on MSCI Barra’s Aegis platform and Risk Models.  Successfully leveraged the platform to build and automate fund risk summary reports, historical multi-factor attribution reports and post v. pre optimization risk summary reports.  Also used the Barra’s Portfolio Manager to automate the process of bask-tests and daily optimizations.

 

Factset®

We are experts with the Factset platform.  We specialize in the creation of PRT and OFDB’s and populate them with data from various sources like Excel, Oracle, and Sybase.  We have a deep understanding of Factset’s Formula and Data libraries for creation of models and sourcing of data.  We also have extensive expertise with Factset’s PA2 product that runs historical attributions.

 

Fame®

We are extremely knowledgeable with Fame products.  We specialize in the population of Fame databases with case-parallel, time series and scalar datasets from many disparate sources like Oracle, Excel, Factset, Text etc., as well as, extracting data from Fame to other data sources.  We have expertise in building Fame based programs for a variety of investment related projects.

 

Reuters®

We have done extensive work with the Reuters and Tibco® suite of products.  We have a wide range of expertise in using Reuters’s RMDS infrastructure with RFA to stream real-time data to internal applications and websites that support AJAX.

 

Bloomberg®

We have in-depth Bloomberg terminal and API knowledge.