Optuma for Wealth Managers

Coming soon

Your Investment Process. Your Portfolio. Fully Connected.

Portfolio Management for Managers Who Think for Themselves

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All the data you need

With history going back to 1900 for some securities. Use fundamentals, technicals, seasonality, and factors when managing your portfolios.

Portfolio Management

Build and manage client portfolios, create reports for client meetings, and build models to help guide rebalancing decisions.

Client-Focused Reports

Build reports that your clients can interact with. Let your clients see your historic performance on their portfolios, and how they compare to other model portfolios.

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

Manage portfolios your way

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

Client Reports that click

Reports in Optuma use interactive charts so your clients can more easily see what you bring to the table. While still covering all the information you need to share.

Models that give you control

Build and test investment ideas and combine multiple strategies into a model that you can link to your portfolios. All without needing to know how to code.

AI side bar in Optuma

AI in Optuma

Optuma uses AI to speed up your work, while keeping you fully in control. Use it to add indicators to charts, write code for backtests or models, and find companies with specific fundamentals.

Integrations with your custodian

Optuma integrates seamlessly with major platforms to keep your workflow smooth. Need a custom connection? Our team can make it happen, giving you the flexibility to work the way you want.

Coming soon

Be first to know when this launches

We'll email you the moment Optuma for Wealth Managers is ready.

Frequently asked questions

Yes. Optuma is built for wealth managers, RIAs, and family offices that have a defined investment process and want to scale it with model-driven portfolios, rebalancing, and client reporting — without a dedicated coding team.

Coming soon. Optuma's Portfolio Management module will connect the models you build to client portfolios or model portfolios for tracking, so every rebalance follows your process rather than a spreadsheet.

Sleeve-based allocations with sleeve-level benchmarks are on the Optuma roadmap as part of the portfolio-management rollout. Today, each model and portfolio can be assigned its own benchmark, weight limits, and rebalancing rules.

Coming soon. Optuma will include a report builder that turns charts, portfolio data, and commentary into branded PDF reports, generated individually or in batch across your client book.

No. The Optuma model builder is fully visual with no code required. You define rules and signals through a drag-and-drop interface, and built-in AI can turn plain-English ideas into working scripts.

Yes. After going through a demo with our team you will get access to a free trial for two weeks. Get started by requesting access to Optuma 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.

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Portfolios in Optuma

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

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Optuma for Enterprises

For growing teams and large funds wanting to use Optuma across more than one area of their business.

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