Simplify operations
Outsource day-to-day investment operations and simplify delivery.
Run your investment operations your way
Choose the operating model that fits your business, from running the platform yourself to outsourcing operations through Ohpen BPO.
Operating Model
Two delivery models, one platform
Run the platform as SaaS with your own teams, or outsource selected or end-to-end processes through Ohpen BPO. Both models run on the same platform, so you can adapt your operating model without changing technology.
Operational Expertise
Why choose BPO
Let Ohpen take on agreed operational processes, so your team can focus on products, distribution and customer relationships.
Reduce fixed costs
Limit the resources and infrastructure required to run operations in-house.
Focus on growth
Free your teams to focus on products, distribution and customers.
How it works
You stay in control of your customers, brand, products and commercial strategy, while Ohpen operates the agreed processes. Defined SLAs, configurable scope and near real-time operational data give you clear visibility into daily operations.
Operational Scope
Services managed by Ohpen
Order processing and execution across funds and ETFs
Transfer Agent and exchange connectivity and monitoring
Corporate action processing across investment accounts
Reconciliation and investigation of processing breaks
Operational incident management with defined SLAs
Platform Benefits
What this delivers
Lower operational costs
Faster time-to-market for new propositions
Flexible operating models without platform migration
Scalable operations as volumes grow
More focus on products and customers
See Ohpen in Action
Book a demo
Build the products your customers cannot get elsewhere.
A flexible, proven end-to-end platform and a team that has done it before. Book a personalised walkthrough and see Ohpen handle your product line live.