Skip to main content

Linedata Optima. Drive digital transformation with our fund administration hub

\ \

Benefit highlights

digitalization

Digitalize processes

Work faster by automating tasks and replacing manual checks with exception-based controls. Workflow consistency is key to a scalable operating model and better customer outcomes. Optima helps you mitigate risks and remain focused on fixing issues rather than finding them.

Simple

Manage more effectively

Reduce operational risk with advanced automation. Enjoy complete visibility over processes, resources, and workload, with enhanced audit trails, transparency, and controls. Use the visually appealing process and KPI tracking tools to easily measure continuous improvement.

Cost-Effective

Increase profitability

Create capacity to focus on adding value for your customers. Linedata Optima enables you to scale quickly and adapt rapidly to market changes and new business opportunities. Talk to us today to learn how Optima can accelerate growth and increase your ability to execute your vision.

Download our whitepaper to learn more about the future of the fund administration industry with the rise of Millennials and Generation Z in the workforce.

Reap the benefits of operational excellence

Checkfile_Icon.svg

Task automation

Drive business process automation with a suite of workflow management tools. Increase efficiency by automating tasks and replacing manual checks with targeted controls.

Process_Icon

Exception-based processing

Processes run automatically until issues arise or sign-off is required, so you can focus on high-value activities. Optima helps you identify and resolve issues faster by tracking key risk indicators.

Dashboard_Icon

Custom dashboards and analytics

Create your own dashboards from a library of real-time charts, tables, and widgets. Visualize portfolio data for better-informed decisions and track key operational metrics.

Pie chart_Icon

NAV production and oversight

Automate NAV production and track end-to-end progress throughout the day. Perform NAV due diligence and maintain global oversight regardless of location or market conditions.

Setting tools_Icon

Resource management

Enhance operational oversight and workload balancing regardless of where your team is located. Scale quickly and adapt rapidly to market changes and new business opportunities. Serve clients better with more capacity to focus on customer engagement.

Quotes_Icon

Our clients say it best

“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 digitize our back office and transform our operating model in line with the diverse investment mandates of the Northern LGPS Pool.”

Ola Ajala, Financial Controller

Read the press release

Checkfile_Icon.svg

Task automation

Drive business process automation with a suite of workflow management tools. Increase efficiency by automating tasks and replacing manual checks with targeted controls.

Process_Icon

Exception-based processing

Processes run automatically until issues arise or sign-off is required, so you can focus on high-value activities. Optima helps you identify and resolve issues faster by tracking key risk indicators.

Dashboard_Icon

Custom dashboards and analytics

Create your own dashboards from a library of real-time charts, tables, and widgets. Visualize portfolio data for better-informed decisions and track key operational metrics.

Pie chart_Icon

NAV production and oversight

Automate NAV production and track end-to-end progress throughout the day. Perform NAV due diligence and maintain global oversight regardless of location or market conditions.

Setting tools_Icon

Resource management

Enhance operational oversight and workload balancing regardless of where your team is located. Scale quickly and adapt rapidly to market changes and new business opportunities. Serve clients better with more capacity to focus on customer engagement.

Quotes_Icon

Our clients say it best

“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 digitize our back office and transform our operating model in line with the diverse investment mandates of the Northern LGPS Pool.”

Ola Ajala, Financial Controller

Read the press release

Factsheet
Linedata Optima

Drive digital transformation and achieve
operational excellence with our fund administration hub
 

Download

Insights

Transform your back office starting today.