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Optuma

Track investments, simulate trades, and analyze markets with automated portfolio management, backtesting, and intuitive charts.

Optuma provides a financial research and wealth management platform specifically engineered for wealth managers who rely on structured investment processes to manage their portfolios effectively. The service supports market research activities, portfolio construction, model building exercises, and the generation of detailed reporting documents for clients or stakeholders. It is particularly suited for individuals working in large funds, registered investment advisors, or family offices who require robust tools for testing investment ideas and linking them to broader portfolio strategies. Although custodian integrations are noted as being forthcoming, the current release includes powerful features for building models and creating scorecards based on market regimes.

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