Optimise. Modernise. Optifi.
Everything your firm runs on, in one place
Optifi Platform brings together the core capabilities firms in the TCSP sector need to manage clients, entities, operations, financial activity and information — without spreadsheets, juggled legacy apps and monotonous manual work. Join Affinity Private Wealth and modernise end to end. We manage the implementation and transition; you get one connected platform that cuts costs, keeps you compliant and frees your team to look after clients.
Client & Entity Management
One connected record for every client, entity and asset. Client & Entity Management (CEM) sits at the core of Optifi Platform, storing client and entity data, assets, share registers, directors and shareholders, and driving every corporate action from a single place.
From issuing and redeeming shares to UBO and director registers, and AML, PEP and sanctions screening, it is the engine that keeps your whole business connected, controlled and audit-ready.
A modern alternative to the legacy trust systems you use, engineered to scale with your business.
Engineered productivity, minimal disruption.
Optifi does not simply digitise the way you work today. We re-engineer how the work is done — removing hand-offs, rekeying and rework so the same team can carry more clients, with better control. Our people take care of the set-up, analysis and delivery, and Optifi Platform is designed to work with the wider technology ecosystem used by TCSPs and their clients, so you modernise without derailing your team's way of working. Our approval and adoption ratings show why the change sticks from day one.
Who uses it
Directors, client administrators, operations, compliance and accounts all work in the same platform — one pane of glass rather than one system each.
What it runs
Clients and entities, KYC and onboarding, transactions and payments, governance and board minutes, bookkeeping, accounting and reporting, and compliance obligations.
How it reaches people
A desktop platform for your team, a branded Client Portal on desktop and mobile for clients and third parties, and an AI Assistant for natural-language answers.
What sits underneath
A connected data layer supports insights and reporting, hosted on Microsoft Azure with enterprise authentication and role-based access.
Six capabilities, one platform
Not six products to buy and join up — six parts of the same connected platform.
Client & Entity Management
Connected records for clients, entities, individuals, business partners, statutory records, ownership structures and assets. Share registers, directors and shareholders, corporate actions such as issuing and redeeming shares, UBO and director registers, and AML, PEP and sanctions screening are all held against the record, with obligations, reviews and deadlines tracked automatically and the audit trail captured as work happens.
Workflow & Automation
Every customer journey orchestrated end to end, from onboarding to audit. Real-time workflow, hand-offs, internal signatures and approvals run inside an integrated, compliant and digitised control framework — so work moves predictably and the same team can carry more clients.
Bookkeeping automation, built in
Optifi Platform automates manual reconciliation and journal generation, freeing bookkeepers from repetitive processing so you can onboard more clients and scale without equivalent growth in team costs.
Client Portal: Every asset and structure, in one branded view
Our portal gives clients a single, white-labelled window into everything you manage for them. It brings together assets and loans across every structure and entity in one consolidated view. Available on desktop and mobile, it lets clients, family-office administrators, intermediaries and wealth managers see the full picture at any time, without chasing your team for updates. You spend less time generating data and reports and gain a new way to add and evidence your value.
Insights & Reporting
Operational KPIs, SLA and OKR tracking, business scorecards and real-time risk visibility for directors and leadership, produced from live data rather than assembled by hand. From payments to board minutes, FATCA to credit and accounts production, you get oversight across every customer journey — evidence, not instinct.
AI Assistant
Ask questions of operational and client data in natural language and receive immediate, contextual answers. The AI Assistant is governed, explainable and subject to human oversight.
The foundation the capabilities run on
Infrastructure and security are not features to choose between — they sit underneath every capability in Optifi Platform.
- Microsoft Entra ID enterprise authentication, with single sign-on and multi-factor authentication
- Microsoft Azure cloud infrastructure
- Secure multi-tenant architecture with role-based access
- Google authentication supported
Working with your wider ecosystem
Optifi Platform is designed to work with the wider technology ecosystem used by TCSPs and their clients. Tiller integration — coming soon.
A partnership built around value.
Optifi combines platform capability with sector expertise, implementation support and ongoing value realisation, and our commercial model is designed to align with your outcomes.
When Optifi helps your business become more efficient, we want to share in the value created. We’ll even build you a free, personalised ROI model to prove it first.
Platform questions, answered
Let's talk
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