RISK & REGULATORY DATA & REPORTING EXPERTS

OTCFin

YOUR FINTECH PARTNER

OUR SOLUTIONS

With over 20 years experience implementing enterprise-wide portfolio and risk management solutions for sophisticated buy-side clients, our team of multi-talented experts combine skills in IT and finance to deliver effective and actionable solutions.

Fulfil your regulatory reporting obligations with the help of our Regulatory Reporting team. We support regulations such as PRIIPs, MiFID II, Solvency II, CRD/CRR, AIFMD and Form PF.

OTCFin’s PATOne EDM platform was built with a culmination of over 20 years’ experience in implementing enterprise-wide data platforms for portfolio and risk managers across all asset classes. Our team of data experts are can help to automate, cleanse, monitor your data to produce consistent and actionable outputs.

Expertise in alternative assets systems integration and data management. Subject matter expertise in analysis and building alternative asset class models. Real Estate (Commercial Mortgages, Single CMBS), Private Equity, Natural Resources, Infrastructure, Real Assets, Hedge Funds, FoFs.

FEATURED EXPERTISE


PATOne® ESG
OTCFin’s proprietary Enterprise-wide Data Management platform will assist you in integrating ESG datasets into a better portfolio management. Our seamless and comprehensive EDM platform will be analyzing ESG data alongside investment, risk, and performance data.

PARTNERS & ASSOCIATIONS

OTCFin is pleased to partner with leading companies in their respective domain to provide effective end-to-end solutions to our clients.

CLIENTS & TESTIMONIALS

“The OTCFin team has built a solid working relationship with our internal business and IT staff and thus was able to come through on all deliverables in a timely manner.

COO AT FoF CLIENT

“[The company] has been extremely satisfied with the work performed by OTCFin throughout all phases of this project. OTCFin team members are competent, detailed-oriented and technologists with financial industry expertise and a good attitude who carefully listened to our requirements to craft a solution that meets our needs.

SENIOR MANAGING DIRECTOR & COO OF $16 bn AUM FUND OF FUNDS

“Our utilization of OTCFin allow us to deploy a platform in less time and with a higher level of flexibility than would have been with in-house resources… They worked in a collaborative fashion closely with our internal business and IT staff and were always very transparent on cost and time issues.

HEAD OF GLOBAL MULTI-SECTOR FIXED INCOME OF GLOBAL ASSET MANAGER

“In my 10 years of experience with OTCFin they did not ever let me or the sponsoring company down... OTCFin has repeatedly exhibited superior design and execution capabilities and ability to work under trying constraints.”

SENIOR MANAGING DIRECTOR FROM $1 tn AUM PENSION FUND

“OTCFin has transformed and upgraded our approach to data automation, performance and ESG risk reporting. OTCFin’s integration into our business has delivered material improvements to our compliance procedures and removed a number of manual processes from our day-to-day operations. The OTCFin team are a pleasure to deal with and become instrumental in helping us define future iterations of our data and ESG reporting objectives”

Miles Bellman, CEO at Blackmore Capital

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CONTACT US

Please contact us using the form below or send us an email at info@otcfin.com

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