Run investment operations at scale

Support investment and pension propositions with end-to-end capabilities across the operational lifecycle.

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Connected Platform

Fit into your ecosystem

Connect and use the platform in the way that best fits your technology landscape and operating model.

Ohpen interfaces

Use Ohpen’s interfaces to access and manage investment operations.

Embedded capabilities

Embed platform capabilities directly into your own customer and operational channels.

Direct integration

Connect external platforms and pension systems through APIs and events.

Automate the investment lifecycle

Process investment orders from capture through execution and settlement, with connectivity to fund houses and execution venues.

Straight-through order processing

Automate the complete order lifecycle across retail investment propositions and investment orders generated through connected pension administration.

  • Real-time and scheduled order capture
  • Aggregation and netting
  • Automated allocation and matching
  • Configurable cut-off times
Market and fund connectivity

Connect to fund houses and execution venues through established, standards-based integrations.

  • Standard Transfer Agent protocols
  • Counterparty routing rules
  • Automated reconciliation
Investment Administration

Manage ongoing investment operations

Automate the calculations, fees, corporate actions and payments required to administer investment accounts and portfolios.

Performance

Calculate time-weighted performance across investment accounts, with results available through APIs.

Account fees

Configure and automate fee structures across investment products, propositions and distribution channels.

Corporate actions

Automate tax-correct dividend processing and model-based reinvestment across investment accounts.

Payments

Process contributions, withdrawals, distributions and scheduled payouts across major European payment rails.

Support investments for pensions

Connect core pension administration with unit administration and investment processing for defined contribution pension investments.

  • Lifecycle investing
  • Participant investment administration
  • Accumulation and decumulation
Support investments for pensions

One data layer across investment operations

Access validated investment data through a unified Data Lake for operational reporting, regulatory requirements and downstream integrations.

  • API-accessible daily snapshots
  • Historical and delta views
  • Tax reporting
One data layer across investment operations
Platform Benefits

What this delivers

Straight-through processing across the investment lifecycle

Lower operational complexity through automated administration

Standardised connectivity to external market participants

Reliable performance, fee and corporate action processing

Trusted data for reporting and regulatory requirements

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.

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