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

Back-office oversight and automation are critical to business success, as lower margins, higher costs, greater asset class complexity, and market turbulence increase the pressure on operational teams at asset managers and fund administrators.
If you want to take back-office effectiveness to the next level, Linedata Optima can help. Together with your fund accounting application, it provides advanced business process management for fund administration, helping you streamline and automate operations, manage costs, mitigate risk, and run your business more efficiently.
Optima boosts productivity by combining your fund administration applications on a modular, web-based platform. It creates an intuitive business process automation layer around your operations, with an easy-to-use interface, advanced data visualization, and a powerful rules engine that standardizes and digitalizes back-office processes. Exception-based process management means your team focuses on what’s important and works together smoothly, regardless of location.
We’ve designed Optima with the end-user experience in mind, drawing on our extensive industry knowledge and customer engagement.
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.
Reduce operational risk with advanced automation. Enjoy complete visibility over processes, issues, and workload, with enhanced audit trails, transparency, and controls. Use the visually appealing process and KPI tracking tools to easily measure continuous improvement.
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.
We are delighted to extend our Linedata partnership to include Optima as we
fully digitize our back office and transform our operating model.
Financial Controller
Pension Fund