The flexibility and scalability of VIA allows any new or existing investment process to be streamlined and automated.  The product covers all aspects of any investment process from data management to analysis.

Below are some scenarios that can be automated using VIA:

• Spreadsheet Applications: VIA can be adapted to automate an investment or data process that is currently maintained using spreadsheet applications and requires hours of daily-dedicated resources.
• Fund Administration Services: VIA can be extended and adapted to automate key services provided by fund administration firms that are currently being outsourced or performed manually.  For instance, the daily Cash Reconciliation of Asset Backed Securities is an example of a process that can be automated, thus generating organizational resources savings.
• Report Generation: Generation of investment reports in a variety of formats including PDF, Excel, and HTML, etc. can be automated using the modules of VIA.
• Vendor Files: The process of extraction, scrubbing, and validation of data from vendor files can be automated.
• Quantitative and Fundamental Modeling: The process of model building and back testing can be automated.

 

THE OPTURO ADVANTAGE

• Scalability: Processes designed for limited amounts of data can be readily scaled to manage an increase in the amount of similar data.
• Flexible Enhancement: The software is designed to be flexible and modular.  In the event that the user has an use case that cannot be handled by the given set of modules, for instance extracting data from a proprietary source such as Fame® or Factset®, the developers of Opturo can build customized modules can readily be built to handle the missing function.
• Versatility: VIA is one of the world’s most versatile financial software platforms.  Its infrastructure has been leveraged to create innovative solutions ranging from best of breed performance & attribution to risk assessment.

 

KEY BENETFITS

• Increased Oversight: Built-in logging capabilities and error alerts allow for increased efficiency in managing multiple processes with little overhead.
• Increased Productivity: VIA’s unique infrastructure allows it to automate most investment processes that may be currently managed by dedicated resources.  Through automation, those dedicated resources can be freed-up for other tasks, thereby increasing productivity.
• Cost Savings: With increased productivity and automation, fewer resources need to be dedicated; hence, a significant reduction in costs can be achieved.