Optuma for Institutions

Coming soon

For teams who want control over their investment process.

Portfolios Management, Model Building, Client Reporting & Billing for Growing Teams

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Performance explained, not just reported

Time- and money-weighted returns for any period, with benchmark attribution decomposed by factor, sector, and security selection.

Link client portfolios to models

Attach your client's account alongside the model to compare the model results to the clients' portfolios to easily see any differences in drift.

Full historical performance data

You need more than just point-in-time data. See how your portfolios performed in the past, and show your clients what would have happened in key periods.

As a fund manager and trader, I need a consistently reliable tool that can not only do the simple things such as trend analysis but allow me to undertake advanced analysis in market timing and other advanced theories, which Optuma does with ease. I also need to collaborate with other analysts, create presentations and many other things in my role, and it seems that no matter what road I chose to take my analysis down or what my needs are Optuma already has what I need before I even know I need it.

Dale Gillham
Chief Analyst, Wealth Within

Portfolios for the way your team actually invests

Trend following, factor tilts, overweighting, and more. Use portfolios that are built to work with a more active investment process.

Build your own security ratings

Create security ratings that are shared across your firm. Using objective rules or analyst calls, your team will always be on the same page.

Your whole team can now build models

Build and test investment ideas and combine multiple strategies into a model that can link to your clients' portfolios. All in a no-code environment with AI backing you up if you want to test complex ideas.

Reports your clients can understand

Use reports that clearly show the value your firm brings, the historic performance, and what they can expect in certain market conditions. More than just a pdf, while delivering all the data your are required to.

AI script editor in Optuma

AI in Optuma

AI is built into Optuma to help speed up your work. Use natural language to write complex code, build models, create charts with indicators. All while never actually doing the work for you. You stay in control of every step.

Coming soon

Be first to know when Enterprise launches

We'll email your team when Optuma Enterprise is ready.

Frequently asked questions

Optuma Enterprise is for anyone wanting to use Optuma across their firm. It will come with extra features including ESG ratings, advanced quant AI access, SSO, shared workplaces and more.

Yes. Optuma Enterprise plans come with 3 licenses and can have more added. These accounts will be able to access shared workspaces, so your team can work together more effectively.

Yes. Many enterprise customers run Optuma on a virtual server or their own dedicated server for centralised access and IT control. The Optuma team helps plan and deploy this during onboarding.

Yes. Optuma supports a range of market-data feeds and internal data sources. Specific integrations are scoped with the Optuma team during enterprise onboarding.

Optuma Enterprise pricing is tailored to team size, deployment method, and integration scope. Enterprise teams can request a tailored quote by reaching out to our team here.

Explore other use cases

Model Builder

Find and test ideas, turn them into strategies, and combine multiple together to create models. All without needing to know how to code. Linked to your portfolios.

Learn more

Portfolios in Optuma

Manage your clients' money any way you want. Use portfolios that can handle any allocation style, alternative assets, and can link to models you create.

Learn more

Optuma for Wealth Managers

Portfolio management that saves you time and shows your value to clients. Decision support, AI tools, and clear reports.

Learn more

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