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"We are keen to explore how generative AI can power solutions that can streamline operations in the asset management industry. Optimai is a winner of the IMAS DAP Programme and we are excited to see how they will leverage generative AI to help our members achieve greater operational efficiency in portfolio reporting."
- Carmen Wee CEO, Investment Management Association of Singapore (IMAS)

"We are keen to explore how generative AI can power solutions that can streamline operations in the asset management industry. Optimai is a winner of the IMAS DAP Programme and we are excited to see how they will leverage generative AI to help our members achieve greater operational efficiency in portfolio reporting."
- Carmen Wee CEO, Investment Management Association of Singapore (IMAS)

Interactive Dashboard

Dive deep, analyze fast
Multi-dimensional insights at the speed of thought

Absolute Returns Analysis

Examine Net Flow and Gain/Loss in our Interactive Dashboard. Our comprehensive analysis distinguishes between Realised and Unrealised values, meticulously dissecting them into key components: Capital, Income, Foreign Exchange (FX), and Fees.

Absolute Returns Analysis

Examine Net Flow and Gain/Loss in our Interactive Dashboard. Our comprehensive analysis distinguishes between Realised and Unrealised values, meticulously dissecting them into key components: Capital, Income, Foreign Exchange (FX), and Fees.

Performance & Risk Metrics

Gain comprehensive insights into portfolio performance with our advanced metrics. Analyze trends and risks using the Return Index, assess Volatility, understand Downside Risk and Value At Risk, evaluate efficiency with the Sharpe Ratio, and meticulously explore Max Drawdown.

Performance & Risk Metrics

Gain comprehensive insights into portfolio performance with our advanced metrics. Analyze trends and risks using the Return Index, assess Volatility, understand Downside Risk and Value At Risk, evaluate efficiency with the Sharpe Ratio, and meticulously explore Max Drawdown.

Performance & Risk Metrics

Gain comprehensive insights into portfolio performance with our advanced metrics. Analyze trends and risks using the Return Index, assess Volatility, understand Downside Risk and Value At Risk, evaluate efficiency with the Sharpe Ratio, and meticulously explore Max Drawdown.

Portfolio Allocation

Explore your investment allocations by Asset Type, Country, Currency, and Sector. Delve into two-dimensional insights with our specialized analysis, encompassing Asset vs. Country and Country vs. Sector allocations, for a comprehensive understanding of your investment spread.

Portfolio Allocation

Explore your investment allocations by Asset Type, Country, Currency, and Sector. Delve into two-dimensional insights with our specialized analysis, encompassing Asset vs. Country and Country vs. Sector allocations, for a comprehensive understanding of your investment spread.

Portfolio Aggregation

Designed for multi-family offices managing high net worth individuals with assets across various private banks, our platform offers streamlined portfolio aggregation, presenting a unified financial overview. Gain a comprehensive perspective with intuitive visualizations that compare exposures, returns, and risks for portfolios held in different banks.

Comparison Against Benchmark

Compare entire portfolios or specific segments, like US equities, against preferred benchmarks.  Features include default portfolio benchmark setting for quick insights and a suite of metrics like Correlation, Covariance, Beta, Tracking Error, R Squared, Information Ratio, Jensen Alpha Ratio, Treynor Ratio, Sortino Ratio, Downside/ Upside Capture Ratio for nuanced evaluation.

Comparison Against Benchmark

Compare entire portfolios or specific segments, like US equities, against preferred benchmarks. Features include default portfolio benchmark setting for quick insights and a suite of metrics like Correlation, Covariance, Beta, Tracking Error, R Squared, Information Ratio, Jensen Alpha Ratio, Treynor Ratio, Sortino Ratio, Downside/ Upside Capture Ratio for nuanced evaluation.

Deep-dive:

Multi-dimensional Analysis

Embark on a detailed exploration of gain/loss metrics. Explore gain/loss for varied asset types, from funds to equities. Delve into equities, observe gains in Japanese equities against US equities downturns. Sector-wise, discover divergences within US equities, highlighting disparities like the strong performance of Integrated Oil & Gas versus the lag in Information Technology. Zoom in on Microsoft for an in-depth view of its Gain/Loss dynamics, down to dividend details, showcasing the dashboard's capability for detailed, multi-layered analysis.