Portfolio Management in Optuma
For wealth managers with a more active investment process, who currently are juggling multiple tools.
Not just point-in-time data. See how your portfolio performed over any historical timeframe, and easily show your clients.
Easily include alternatives in your portfolios, with multiple ways to track performance and see capital call schedules.
Reports that show your value to clients, fast to build, easy to share, and compliant.
Having a subscription to Optuma is like having a young, incredibly intelligent, malleable human mind, combined with computer processing power at your fingertips. It's as if when you login for the very first time, a computer genius welcomes you at the door and asks, "What would you like to do?" …and, at least for me, Optuma can do virtually anything.
Having a subscription to Optuma is like having a young, incredibly intelligent, malleable human mind, combined with computer processing power at your fingertips. It's as if when you login for the very first time, a computer genius welcomes you at the door and asks, "What would you like to do?" …and, at least for me, Optuma can do virtually anything.
Get access to the full historic performance of your portfolios, even if you built them today. Look back in time, see what would have happened on any day, and compare your risk and return to custom benchmarks and portfolios.
Rebalance any way you want. Tax-aware, tolerance bands, sleeve-based UMA models, household optimisation, custom rules.
Not just numbers on a PDF. Show clients where their returns came from, what their portfolio looked like in 2008, and what risk actually means. Visually, interactively, in plain language.
Optuma connects directly to your custodian so you don't have to manually upload data or adjust positions. If we don't currently connect to a provider you need, let us know and we will add them. Current custodians: Schwab, Fidelity, Pershing, Interactive Brokers.
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Portfolios in Optuma are built for wealth managers at RIAs, family offices, firms, and OCIOs who do more than track benchmarks. For both technical and fundamental investors, Optuma helps you build repeatable, rule-based portfolios without depending on a developer or an external software vendor for every change.
You'll be able to define weight limits, asset-class bands, volatility caps, drift triggers, technical-indicator rules, and custom rules. Rebalances will run on a schedule or be triggered by signals.
Yes. Every Optuma model includes backtest results — win rate, returns, and drawdowns — before you commit it to live portfolio decisions.
Multi-sleeve portfolios with sleeve-level benchmarks are on the Optuma roadmap as part of the portfolio-management rollout. Today, every model and portfolio can be assigned its own benchmark and tracked against it.
Find and test ideas, turn them into strategies, and combine multiple together to create models. All without needing to know how to code. Linked to your portfolios.
Learn morePortfolio management that saves you time and shows your value to clients. Decision support, AI tools, and clear reports.
Learn moreFor growing teams and large funds wanting to use Optuma across more than one area of their business.
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