Packaged Solutions

In addition to its core product line, Opturo sells specific packaged solutions that can be customized to the client requirements. The solutions range from advanced web tools that integrate to the existing client site to customized and dynamic PDF and Excel reports.

THE OPTURO ADVANTAGE

• Quick ROI: Our solutions are highly configurable and can be customized to each firm’s unique requirements. They can be rapidly deployed into an existing client infrastructure with little or no implementation costs.
• Effective: Our solutions are designed to be effective by providing appropriate and reliable answers to a question and there by increasing the marketability of a firm and its products.

Below are few of the packaged solutions offered by Opturo:

ABE (Allocation & Backtest Evaluator)

This is the industry’s first consultative tool for investment advisors. This unique hosted web-based tool can be seamlessly integrated into any existing investment firm’s website to be leveraged as a:

• Marketing Tool: Investment advisors can use tool to effectively market their product/services to potential clients.
• Model Portfolio Constructor: Asset managers can use the tool to construct and evaluate model portfolios.

THE OPTURO ADVANTAGE

• Customization: Leverages Customer Branding through Customization of UI interface and Reports with client name, site design and logo.
• Ease of Use: The interface is designed to be straightforward and intuitive. Ability to effectively evaluate many allocations strategies quickly. State-of-the-art web technology allows:
•  Look & feel of a desktop application
•  Dynamic and Intuitive process flow
•  Faster adoption by end-user
•  Effortlessly Saves and Loads portfolios
• Marketability: Investment firms can dramatically increase the marketability of its products/funds.
• Informative Analytics: Insightful return and risk analytics.
• Effective Selling Tool: It provides an effective platform to sell a fund by graphically representing the fund’s effectiveness to the client.
• Multiple Data Sources:Interfaces with multiple data sources including Yahoo and Google.
• Employs Powerful Symbol lookup and Security Screening
• Dynamically download daily or monthly return history, price history and security attributes
• Dynamically upload custom return stream from Excel
• Portfolio Construction: Rapid creation of Long Only and Alternative portfolios with Shorts or Leverage for client or model portfolio construction.
• Detailed Allocation, Performance & Risk breakdown:
• Security level: Return Contribution, Cumulative Return & Risk  (SD and Beta)
• Component or Segment (e.g. Sector, Asset Types etc.) level: Allocation, Return Contribution & Risk, Growth and Risk/Return graphs
• Portfolio level Dynamic calculation of Aggregate fundamental characteristics

 

Custom Composite, Fund Fact and Ex-Post Analytics Reports

We specialize in building true custom reports in various formats including Excel, PDF and HTML. These custom reports can be dynamically generated by aggregating data from a variety of sources.

THE OPTURO ADVANTAGE

• Dynamic: The text and underlying data for the report can be sourced from a variety of sources including Text, Excel and Relational Databases.

• Automated: These highly customized reports can be automatically generated at pre-determined intervals including daily, monthly and quarterly.

• Advanced Analytics: We leverage our extensive analytical library to reliably calculate the required analytics for tables and charts.

 

Click to download custom sample report

Click to download custom sample report

 

ABE (Allocation & Backtest Evaluator) - Lite

This unique web-based tool can be seamlessly integrated into any existing investment firm’s website to allow its potential clients to interactively evaluate its products/funds.

THE OPTURO ADVANTAGE

• Customization: The list of index and third-party funds, use of daily vs. monthly return streams, rebalancing and host of other options can be customized to ensure that the firm targets the right clientele.
• Ease of Use: The interface is designed to be straightforward and intuitive.
• Marketability: Investment firms can dramatically increase the marketability of its products/funds.
• Informative Analytics: Insightful return and risk analytics.
• Effective Selling Tool: It provides an effective platform to sell a fund by graphically representing the fund’s effectiveness to the client.

Click to download the brochure.

 

Custom Solutions

Opturo specializes in implementing large and small scale customized solution for its clients. We leverage our extensive analytical library, plug & play rapid deployment Virtual Investment Analytics (VIA) platform and state-of-the-art web and desktop technologies to quickly and cost effectively build and deploy custom solutions.

 THE OPTURO ADVANTAGE

• Quick ROI: We understand that time is money and solutions were needed yesterday. Backed by years of financial industry and investment system experience, Opturo will guarantee the project will be completed better, faster and at a lower cost than the alternative.
• Optimized Process: With years of experience automating investment processes, we look to streamline and automate new and existing process that requires little or no maintenance and overhead. The solutions we build will have significantly lower operating costs than the alternative.
• Dedicated Professional Team: Our unique approach to consultancy tasks brings with it, professionalism and attention to detail, rendering quality and dependable service, irrespective of project size and complexity, in an equitable and credible manner, to all enterprises, big and small.
• Lower Project Costs: Constant endeavor and attention, to ensure comparatively lower and acceptable level of project costs, through continuous concentration on the deliverables and unimpeachable quality of work output.
• No Additional Billing for Time Overruns: Evaluation, submission of quotation (Complete Project Price), firm and established timelines, with defined deliverables and budget.