Flexible fund processing
Fractional units, multiple share classes and configurable cut-off times.
Every investment proposition. One platform.
Support retail and pension investment propositions with the flexibility to serve different investment models and customer needs.
Investment Engine
Built for daily investment operations
Process orders, positions and settlements through one automated engine for mutual funds and ETFs. Connect to fund houses and exchanges through established industry standards for reliable, efficient execution.
Market connectivity
Standard Transfer Agent protocols and established execution venues.
Controlled execution
Suitability and appropriateness controls by jurisdiction, with a full audit trail.
Investment product range
Execution-only and advised accounts
Enable customers to build and manage investment portfolios through execution-only or advised propositions. Daily order processing supports both self-service and advisor-led investment models.
- Retail brokerages
- Advisory propositions
- Hybrid digital and advisor-led models
Managed portfolios
Manage discretionary portfolios using configurable model portfolios, investment goals and risk profiles. Automatically generate orders and rebalance accounts to keep portfolios aligned with the chosen investment strategy.
- Discretionary wealth management
- Private banking
- Robo-advice
Fiscal investment products
Support tax-efficient investment products with automated administration of contribution limits, eligibility rules, regulatory reporting and tax-correct payouts. Support legacy fiscal products, including mortgage-related investments and annuities.
- Fiscal product providers
- Wealth platforms
- Retirement-focused propositions
Pension investments
Support defined contribution pension investments across accumulation and decumulation, with flexible lifecycle strategies and investment models.
- PPIs
- APFs
- PUOs
- Life Insurance Companies
Enable customers to build and manage investment portfolios through execution-only or advised propositions. Daily order processing supports both self-service and advisor-led investment models.
- Retail brokerages
- Advisory propositions
- Hybrid digital and advisor-led models
Manage discretionary portfolios using configurable model portfolios, investment goals and risk profiles. Automatically generate orders and rebalance accounts to keep portfolios aligned with the chosen investment strategy.
- Discretionary wealth management
- Private banking
- Robo-advice
Support tax-efficient investment products with automated administration of contribution limits, eligibility rules, regulatory reporting and tax-correct payouts. Support legacy fiscal products, including mortgage-related investments and annuities.
- Fiscal product providers
- Wealth platforms
- Retirement-focused propositions
Support defined contribution pension investments across accumulation and decumulation, with flexible lifecycle strategies and investment models.
- PPIs
- APFs
- PUOs
- Life Insurance Companies
Platform Benefits
What this delivers
Broader product range without added complexity
Consistent processing across investment products
Flexible portfolio and investment strategies
Support for complex fiscal products
Investment processing for pension propositions
See Ohpen in Action
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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.