Opterra Operational Platform

Arcesium’s advanced investment lifecycle management technology allows managers to unlock growth through optimized operations, giving firms the power to thrive in complexity and drive competitive edge through any asset class or investment model. Our SaaS-based platform supports comprehensive middle and back office activities from instrument modeling to record keeping to cash and liquidity optimization, enabling investment managers to streamline and scale by simplifying even the most complex workflows.

Optimize Your Operations

Opterra™ is a suite of rapidly deployed, highly configurable technology offerings designed to optimize the daily and monthly middle- and back-office processes of financial services firms. Opterra gives you the ability to take control of your data, produce a single source of truth within your ecosystem, optimize capital efficiency, and align all of your third parties through reconciliation processes that operate quickly and effectively.

Embrace Complexity with Confidence

Leverage our deep expertise, unified data platform, and domain-aware capabilities to convert complexity into actionable intelligence.

We have stats to be proud of

$4.3T

Gross AUM

$550B

Sell Side Capital Balances

125M

Investments modeled

2,000+

Global Headcount

Financial Data Stack

Single source of truth across entities, investors, assets, and other holdings & reference data.

Treasury Management

Cash & liquidity management, inventory availability, margin & financing calculation, and collateral optimization.

Reconciliation

Flexible reconciliation tools and advanced matching logic for reconciliations across asset classes, datasets, and external parties.

Performance & Investor Allocations

Support for complex investment structures and configurable allocation logic for performance and fees.

Investment & Portfolio Accounting

Universal book of record that generates returns and a double-sided general ledger in one unified dataset.

Discover the difference Arcesium can make for your business

Arcesium’s technology is designed by industry professionals, built to streamline your processes, enhance data accuracy, and empower your business decisions. Unlock the full potential of your investment operations and set a new standard for efficiency and growth in the investment industry.