Model builder available now. Portfolio management & client reporting coming soon.See the roadmap

I am a…

Analyst I need a lot of charts with accurate tools
Wealth Manager Soon I am an RIA or a Family Office
Enterprise Soon I work in a large fund

I need…

Portfolio Tools Soon I need powerful portfolio management tools
Model Builder I want to test ideas, build models, and link them to portfolios
Optuma Desktop I'm looking for Optuma's Windows software

Our Resources

Courses Build your skills with Optuma's teaching team
Videos Learn how to use Optuma's tools
Consults Schedule a consultation call with one of our experts

Community

Blog Product updates, tips, tricks, and thoughts from the Optuma team
Knowledge Base Breakdowns of every feature, tool, and process in Optuma
Forum A place to ask questions, view discussions, and keep up with announcements
Support Get help from our support team

I am a…

Analyst I need a lot of charts with accurate tools Wealth Manager Soon I am an RIA or a Family Office Enterprise Soon I work in a large fund

I need…

Portfolio Tools Soon I need powerful portfolio management tools Model Builder I want to test ideas, build models, and link them to portfolios Optuma Desktop I'm looking for Optuma's Windows software

Our Resources

Courses Build your skills with Optuma's teaching team Videos Learn how to use Optuma's tools Consults Schedule a consultation call with one of our experts

Community

Blog Product updates, tips, tricks, and thoughts from the Optuma team Knowledge Base Breakdowns of every feature, tool, and process in Optuma Forum A place to ask questions, view discussions, and keep up with announcements Support Get help from our support team

Price Book a Demo

Contact Us

Thanks — your message is on the way.

We've received your message and someone from the Optuma team will be in touch shortly.

First Name *

Last Name *

Email Address *

Confirm Email Address *

Phone Number *

How can we help you? *

Leave blank

Rated 4.8 out of 5 from 78 reviews on Trustpilot .

Solutions

Analyst
Wealth Manager
Enterprise

Products

Portfolio Manager
Quant Tools
Optuma Desktop

Resources

Courses
Blog
Videos

Help

Knowledge Base
Forum
Support
Contact
Affiliate Program

Copyright 2026 © Optuma Pty Ltd

Level 6, 200 Adelaide St, BRISBANE QLD 4000, AUSTRALIA

ABN 41 628 890 095

Terms and Conditions Privacy Policy Disclaimer

Your privacy choices

We use cookies and similar technologies to make the site work, see how it's used, and improve it. Analytics and advertising cookies only run with your consent — see our Privacy Policy for details.

Cookie preferences

Choose which categories of cookies you allow. Strictly-necessary cookies are always on. You can change this any time via the "Cookie Settings" link in the footer.

Functional

Remember preferences like dismissed banners and your dark-mode choice.
Analytics

Help us understand how the site is used so we can improve it.
Marketing

Measure our advertising and help us reach people who may be interested in Optuma.