What We Do

Focused, high‑impact solutions that get platforms and operating models working for your investment teams.

We work with Asset Managers, Wealth Managers, Insurers, and Private Equity.

Platform & Operating Model

Platform & Operating Model ↗

OMS/PMS selection, architecture and implementation. Target operating model design and delivery.

Architecture · Selection · Implementation
Data & Integration

Data & Integration ↗

Data strategy, architecture and implementation. IBOR/ABOR platforms, pipelines and integration.

Strategy · Architecture · Implementation
AI & Automation

AI & Automation ↗

GenAI implementation and automation. AI agents for operational workflows.

GenAI · Automation · AI Agents
Risk, Regulation & Compliance

Risk, Regulation & Compliance ↗

Compliance rule coding and implementation. MiFID II/MiFIR, UCITS, SFDR/SDR controls and reporting.

Rule coding · Controls · Reporting
Securities Lending Excellence

Securities Lending ↗

Securities lending and repo platform implementation and optimisation.

Platform implementation · Optimisation
Delivery & Embedded Teams

Delivery & Embedded Teams ↗

Programme delivery and interim leadership. Specialist talent via Optimus E2E.

Programme delivery · Leadership · Talent
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