P R I M E

Capital Markets

Fund Management

Banking

FinTech

FinTech Solutions
for Institutions That Move Markets

For over 20 years, Optimai has powered Asia’s leading brokerages,
fund managers, banks, and exchanges with intelligent, compliant, and modular technology built for capital markets.

Rapid Enterprise Application Platform (REAP)

For Wealth Managers, External Asset Managers & Multi-Family Offices

Portfolio Management & Analytics System

Selected for the Monetary Authority of Singapore (MAS) Industry Pilot Programme (2024 - 2025),
this investment management platform unifies data, analytics, and
client reporting into one AI-powered experience.

Investment Data Warehouse
Aggregate portfolio data across banks, custodians, and brokers

Interactive Dashboards
Dashboards with allocation, absolute return insights, performance &
risk metrics, benchmark comparisons, down to transaction-level detail

Portfolio AI Copilot (PAT)
Agentic AI that generates automated portfolio commentary enriched with live market insights

Find out more >

Rapid Enterprise Application Platform (REAP)

For Fund Management Companies

Investment Data Warehouse + Compliance Engine

Consolidate, validate, and control data across the fund lifecycle with built-in fund look-through, counterparty exposure tracking, and investment compliance checks.

Boost data quality, reduce operational risk, and take control of your investment data.

Find out more >

Rapid Enterprise Application Platform (REAP)

For Securities Brokerages & Investment Banks

Share Margin Financing
Smarter financing. Stronger controls. Seamless onboarding.

Securities Borrowing & Lending
Scale securities lending with zero operational drag

Corporate Actions Automation
Automation You Trust. Margin Accuracy You Need.

[Explore Share Margin Financing]

Risk-Based Capital Reporting
Support RBC regulatory reporting as defined in MAS SFA04-N13

[Explore Securities Borrowing & Lending]

[Explore Corporate Actions Automation]

[Explore RBC Reporting]

Rapid Enterprise Application Platform (REAP)

For Banks

Portfolio Financing
Empower banks to offer flexible overdrafts secured by shares, bonds, and more - powered by a robust collateral engine for smarter, safer credit decisions.

Loan Management System
Our system streamlines the entire loan lifecycle-from offer to disbursement, monitoring, and revision - boosting efficiency, ensuring compliance, and supporting both corporate and individual lending needs.

[Explore Portfolio Financing]

Rapid Enterprise Application Platform (REAP)

Localized Solutions for Malaysia

Optimai's platforms are localized for Malaysian regulations, with conventional and
Islamic finance modules.

Securities Borrowing & Lending

Share Margin Financing

Loan Management System

Corporate Actions

Dual Currency Investments

Rapid Enterprise Application Platform (REAP)

AI is in our DNA

Portfolio AI Copilot (PAT)
Agentic AI that generates automated, contextual portfolio commentary enriched with market news and economic outlook.
Boosts advisor productivity and improves client experience

Rapid AI Application Expert (RAAE)
AI platform for accelerating enterprise application delivery,
collapses months of development into days.
Smarter. Safer. Much faster.

Our First Two AI Use Cases

Our name “Optimai” reflects our founding belief in Optimization + AI.
Today, we embed AI directly into our systems - as core infrastructure, not a bolt-on feature.

Rapid Enterprise Application Platform (REAP)

Why Optimai?

🔷 20+ Years in Capital Markets Tech🔷

🔷 Trusted Across Asia🔷
Brokerages, banks, and fund managers

🔷 Modular, Compliant, and Scalable🔷

🔷 Built for Asia, Ready for Global Scale🔷

We collaborate with the world’s most respected tech providers to drive performance, integration, and scale:

Recognized by the Industry

Winner
Singapore FinTech
Festival

FinalistUBS Future of
Finance Challenge

Winner
IMAS Digital
Accelerator
Programme

Strategic Partnerships

Trusted by
Asia’s Financial Leaders

From Tier-1 banks to rising fund managers — Optimai is the technology partner behind smarter operations, faster decisions, and stronger compliance.

Let’s Build the Future of Finance Together

Optimai isn’t a vendor. We’re your FinTech partner in a market that never stands still.

Book a Demo