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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."
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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)

Possibilities for growth and expansion

Optimai Share Margin Financing System Offers many possibilities for growing and expanding your Share Margin Financing business

►   Scale your business by financing trades in multi-markets, multi-currencies.

►   Improve productivity with smart customer and collateral management and lean operational team.

Personalize financing schemes for your best customers.

►   Robust collateral management features that support flexible margin financing and collateral management policies with real-time marked-to-market capability.

►   Centralized margin call module to manage margin calls and generation of margin call letters.

►   Powerful enquiry features and what-if analysis to support client enquiries.

►   Easy adoption with several ready features as the widely-adopted Share Margin Financing System in Singapore.

►   Open architecture that connects readily with internal and external systems.

Extend Your Share Margin Financing Business

The following modules may be added to your Share Margin Financing System:

►   Bond Financing Module supports bond financing.

Initial Public Offer and Employee Stock Option Module support Initial Public Offer and Employee Stock Option financing.

Risk-based Pricing Module enables you to build a quality share margin financing portfolio, by offering tiered interest rates based on the quality of the collateral.

►   Third Party Financing Module enables you to partner and finance trades that are executed by third party brokerages.

►   Transaction Loan Module enables you to set different interest rates for selected transactions.

►   2-in-1 Account Module enables you to set cash and margin trading from one single account.

Share Margin Financing