Client Implementation, Training & Support

Opturo provides the same level of dedication to its clients as it does to its product development efforts.  Its teams of implementation experts have extensive financial industry experience and are subject matter experts in the areas of performance, risk, and data systems/infrastructures.  They will work together with the client’s resources to achieve a quick and successful implementation of the product.

 

Performance & Risk Reporting

 

We specialize in building large-scale multi-asset fund Performance and Risk reporting infrastructures.  The infrastructure is designed to support the generation of a variety of performance and risk reports that are customized to each client’s specifications.
Following are some of the main attributes of this infrastructure:

• Reports can be scheduled: daily, weekly, monthly, quarterly and yearly.
• Infrastructure allows easy addition or deletion of funds from the reporting schedule.
• Reports can be automatically emailed to pre-defined distribution lists.
• Reports can be easily retrieved from an internal reporting site that authenticates the user for access to fund and type of report.
• The infrastructure is flexible and scalable to handle a variety of custom reports and large number of funds.
• Reports can be generated as an Excel document or PDF.

 

Portfolio & Risk Management

Expertise in building powerful and real-time multi-asset Risk and Performance Portfolio Management Solutions that equip the Fund Manager to powerfully leverage their competencies to manage portfolios and generate alpha.

 

Investment Workflow Process Streamlining & Automation

Opturo’s cost effective products and services are geared to helping firms streamline and automate their investment processes ranging from alpha generation, trading, portfolio management and performance, and risk analysis/reporting.

With an optimized investment process, firms can dramatically save on organization resources, thus positively impacting bottom-line profitability.

 

Investment Systems Development

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