Paris, London, Boston, New York and Hong Kong – June 10, 2026 – Linedata (Euronext Paris: LIN), a global provider of credit and asset management technology, data, and services, today announced Linedata Optima, its open AI-enabled operations platform. Designed as a central orchestration platform, Linedata Optima unifies workflows, systems, and operational controls into a single governed environment, delivering measurable efficiency, transparency, and control without replacing existing infrastructure.
Investment operations organizations are navigating a convergence of structural pressures, including rising operational complexity, increasing client personalization requirements, tighter regulatory scrutiny, and relentless margin compression. Despite these demands, critical processes remain fragmented across systems, teams, and manual workflows.
By connecting multiple back-office systems via APIs, Linedata Optima orchestrates end-to-end workflows across teams and processes, centralizing exception management, SLA monitoring, and audit trails in a single environment. The result is a fundamental shift from reactive manual operations toward a management-by-exception model where teams focus only on what truly requires their attention.
“Linedata Optima is not just a workflow tool, it is the foundation for the future of investment operations,” said Michael Beattie, Global Head of Asset Management Product Strategy at Linedata. “By bringing existing systems together and eliminating operational friction through an orchestrated agentic solution, we enable our clients to scale sustainably and adapt confidently, while remaining in full control of their operations and compliance obligations.”
Linedata Optima has already demonstrated strong results in production environments:
- Up to 80% reduction in manual effort across document-driven workflows, while automated validation nearly eliminates data entry errors
- 50-60% reduction in financial reporting cycle time, reducing processing time to under 15 minutes per pack
- 100% real-time SLA visibility and over 70% of data exceptions resolved automatically
These gains translate directly into lower operating costs and improved service quality.
System-agnostic by design, Linedata Optima sits above both Linedata and third-party solutions, preserving existing technology investments while enabling rapid, incremental deployment with minimal disruption. Linedata Fund services solutions are now delivered through Linedata Optima. For regulated financial institutions, Linedata Optima embeds full auditability, traceability, and role-based access controls across every workflow. Flexible deployment options cover on-premise, private cloud, public cloud, and hybrid environments.
By embedding agentic AI capabilities into the platform, Linedata is evolving Optima from a monitoring and alerting tool toward an action-oriented operating platform, capable of automated exception resolution, proactive optimization, and continuous workflow improvement. AI-driven recommendations enable the platform to act, not just observe, while maintaining full governance and auditability at every step.
Linedata Optima represents a shift from fragmented, manual operations to a unified, intelligent, and scalable operating model for fund services. By combining orchestration, automation, and governance within a single platform, it enables organizations to improve efficiency, strengthen control, reduce risk and scale their operations sustainably.
ABOUT LINEDATA
With over 25 years’ experience and 700 clients in 50 countries, Linedata’s 1400 employees in 20 offices provide global humanized technology solutions and services for the asset management and credit industries that help its clients to evolve and to operate at the highest levels.
Headquartered in France, Linedata achieved revenues of EUR 169,6 million in 2025 and is listed on Euronext Paris compartment B FR0004156297-LIN – Reuters LDSV.PA – Bloomberg LIN:FP.