Linedata Optima
Experience a new level of oversight and control
Digitize processes
Improve quality
Manage more effectively
Increase profitability
Linedata Optima
Linedata Icon has consistently proven its worth as a powerful accounting platform and reliable investment book of records. We are delighted to extend our Linedata partnership to include Optima as we fully digitise our back office and transform our operating model in line with the diverse investment mandates of the Northern LGPS Pool.
Ola Ajala
Financial Controller
Experience the benefits of operational excellence
Back-office oversight and automation are more important than ever to business success. Shrinking margins, turbulent markets, and the risk of operational disruption in the wake of COVID-19 are putting a premium on running operations better.
If you’d like to take back office effectiveness to the next level, Linedata Optima can help. Together with your fund accounting application, this advanced business process management tool helps you streamline and automate your fund administration operations, enabling you to manage cost, mitigate risk and run your business more efficiently.
Optima boosts your productivity by combining your fund administration applications on a single, modular, web-based platform. It creates a one-stop shop with a common user interface, digital workflow management and data visualization tools. Exception-based process management means your team works together smoothly, whether in the office or working remotely.
We’ve designed Optima with your user experience and satisfaction in mind, drawing on our extensive industry knowledge and close collaboration with customers.
Futureproof your fund administration
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Key Benefits
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Increase efficiency by automating tasks and replacing manual checks with targeted controls
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Scale quickly and adapt rapidly to market changes and new business opportunities
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Serve clients better with more capacity to focus on customer engagement
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Operational oversight and workload balancing regardless of where your team is located
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Robust risk management, identifying and resolving issues faster by tracking key risk indicators
Core Modules
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Automation tools: Drive business process automation with a suite of workflow management tools
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Exception-based management: Processes run automatically until issues arise or sign-off is required, so you can focus on high-value activities
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Custom dashboards: create your own dashboards from a library of real-time charts, tables, and widgets
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Advanced analytics: Visualize portfolio data for better-informed decisions and track key operational metrics
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NAV control: Automate NAV production and track end-to-end progress throughout the day
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Fund oversight: Perform NAV due diligence and maintain global oversight regardless of location or market conditions
Your platform for adaptable growth
Landscape mode
Software
Data
Services
Insights
Linedata Optima
Drive digital transformation and achieve operational excellence with our fund administration hub.
Back Office in the Front Line
As asset managers look to reengage with retail investors, a fully integrated, data-driven approach can help to build trusted relationships
Life After Covid
Rethink your NAV production and fund accounting operations now to enhance back-office performance
How Covid-19 is affecting Transfer Agency
The pandemic and its aftermath pose a unique set of challenges – and an opportunity to change the TA model for the better
Our experts
Chris Cooke
North America
Director, Client Solutions for Fund Services North America
Rory Baldini
Asia-Pacific
Sales Executive, Linedata Asset Management & Servicing Asia-Pacific
Ciaran Whooley
Europe
Head of client services, EMEA at Linedata Fund Services
Let's connect
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