OPTUMA ROADMAP
Optuma is rolling out in stages, click on the milestones below to see what's available today, what's coming next, and what's further out.
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Optuma moves to the web, bringing all the charts and indicators we've built over the past 20 years. Better data is baked in—full historical fundamental and technical coverage for every tradeable security, plus over 380 million factor data points.
A fully integrated workflow that lets portfolio managers create strategies and models. AI helps users build advanced tests and strategies—no coding required.
Share and publish market research to subscribers, co-workers, clients, ect. The goal is to make it fast for you to share your research, but not lock you into a set format.
A built-in AI that can build charts, add indicators, walk you through tutorials, and assemble strategies and models—all through plain language commands.
An optional, secure, compliance-aware messaging platform for financial professionals. Think Symphony or Bloomberg IB, built from the ground up to connect with the analysis you do in Optuma. Share a chart, mention a signal and have the system surface the underlying logic. End-to-end encrypted and designed to support SEC and ASIC compliance obligations, on web, mobile, and desktop.
Portfolio management built into Optuma, focused on supporting wealth managers running an active investment process. Portfolios link to models so you can monitor each client's portfolio next to the model that drives it. Includes multi-sleeve portfolios with sleeve-level benchmarks, plus a fast report builder with interactive charts for historical performance.
Direct custodian connections, daily reconciliation, historical portfolio performance, GIPS-compliant composite construction and reporting, accounts grouped to households, client billing, compliance, and ratings systems.
We'll email you when portfolios management and client reporting is ready. Join the waitlist below.
We'll be in touch the moment this is ready. Keep an eye on your inbox.
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