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Linedata Optima

A digital transformation platform to achieve operational excellence
Explore the full range of Linedata solutions
Linedata, supporting client growth in the investment management and credit industries
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Experience a new level of oversight and control

Digitize processes

Augment your core platform with this digitalisation tool that enables you to create applications without any coding. Link processes together to automate your entire day.

Improve quality

Workflow consistency is key to a scalable operating model and better customer outcomes. Use the visually appealing KPI tracking tools to easily measure continuous improvement.

Manage more effectively

Reduce your operational risk with the next level of workflow automation. With enhanced audit trails and full data transparency, you enjoy complete visibility of your processes, resources and workload so you can control your business.

Increase profitability

Create capacity within your business to focus on the things that add value for your customers. Talk to us today to learn how Linedata Optima can accelerate your growth and increase ability to execute your vision.

An innovative suite of business process management (BPM) tools

Linedata Optima

Your fund administration hub, powered by APIs and intelligent automation

Linedata Optima helps you streamline and automate your fund administration and back office to manage cost, mitigate risk and run your business more efficiently.

It helps you transform your operations by integrating with your core systems in real time and overlaying them with digital workflows and data visualization tools.

We’ve designed Linedata Optima with your user experience and satisfaction in mind, drawing on our extensive industry knowledge and close collaboration with customers.

Linedata Optima boosts your productivity by combining your fund administration applications on a single modular platform, creating a one-stop shop with a common user interface using single sign-on technology.

Key Differentiators

  • API-driven integration
  • Ease of digital workflow creation and operation
  • Simplified, intuitive user experience
  • Next level automation
  • 30% efficiency gains

Core Modules

  • NAV Center
    Track end-to-end NAV production in real time using the high-level summary view. Drill into the detail and resolve issues with integrated workflow tools.
  • Exception management
    Automate business controls and view and address exceptions in real time.
  • Workflow
    Resolve issues step by step with workflow guidance using APIs to drive the underlying applications.
  • Custom dashboards
    Create compelling views of what you care about most.
  • Reporting
    Generate operational files and reporting and produce intuitive, visually attractive client reports with your own branding, all accessed through a dedicated online portal.

Fund Services Platform

Multi-region, proven track record in serving a diverse range of business models in a variety of jurisdictions

Workflow-oriented, exception based, end to end automation

Advanced communication, data access and distribution

Product-based and business-oriented managed services delivered by dedicated local expert teams

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    Fund Accounting and Valuations
    Fund Administration
    Business Process Management
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      Transfer Agency
      Investment book of records & Oversight

      Contact our dedicated team