One platform. One operating model. One view of your business.
The connected operating platform for modern trust companies.
Optifi is the connected operating platform for modern trust companies. We bring the core technology your business needs—Client & Entity Management, Workflow & Automation, Bookkeeping, Client Portal, Insights & Reporting and AI Assistant—together in one easy-to-use platform.
Everything connected, from entity to client.
Optifi Platform gives you one connected record for every client, entity and asset, created from a single source of truth. It is a modern alternative to legacy trust systems, designed to work with the wider technology ecosystem used by TCSPs and their clients. The Client Portal gives clients a white-labelled view of every asset and loan across their structures, on desktop and mobile.
Client & Entity Management
One connected record for every client, entity and asset, bringing ownership, statutory data, corporate actions and risk screening together from a single source of truth.
Workflow & Automation
Structure and automate operational, corporate, compliance and client-service work, with clear ownership, approvals and evidence from trigger to completion.
Bookkeeping
Automate reconciliation and journal generation as operational activity happens, freeing bookkeepers from repetitive processing and helping firms scale without equivalent growth in team costs.
Client Portal
Give clients a secure, white-labelled view of their assets, loans and structures on desktop and mobile, reducing the need to chase your team for updates.
Insights & Reporting
Turn platform data into clear dashboards and reporting, helping leaders understand operational performance, financial health, compliance and risk.
AI Assistant
Ask questions of operational and client data in natural language and receive immediate, contextual answers within the platform.
Optifi your Trust Company
A partnership built around measurable value
- 6-8x return on capital through efficiency gains and capacity release
- One consolidated view of every client's assets, across all structures
- Real-time risk visibility for your leaders
- Onboarding complete within less than a month
- 95% of users "happy" with Optifi
Don't just take our word for it...
The operational visibility and structured workflows gave us confidence in the 12% capacity improvement we signed off at board level.
James Wetherall, Group COO, Affinity Group
Built for the wider ecosystem you already work in.
Optifi Platform is designed to work with the wider technology ecosystem used by TCSPs and their clients. The organisations below are part of that ecosystem; each label describes the relationship rather than implying a live integration.
Technology ecosystem partner
Confirmed integration — coming soon
Technology ecosystem partner
Technology ecosystem partner
Technology ecosystem partner
Software development partner
Organisational performance partner
Technology ecosystem partner
Confirmed integration — coming soon
Technology ecosystem partner
Technology ecosystem partner
Technology ecosystem partner
Software development partner
Organisational performance partner
Meet the Team
Our team has a deep understanding of the finance industry. We bring the experience, the skills and the innovative technology to solve sector challenges and make your life easier from day one.
Let's talk
To book a demo, get a platform overview from one of our experts or discuss partnerships, fill in the form below and we'll respond within one business day.