Our platform
Modern Workflow Management for Trust and Family Office Teams
Optifi transforms how you execute internal processes — with structured work items, automated approvals, SLA tracking, and deep integration into your existing platform.
The Problem with Legacy Systems
Legacy trust systems aren’t built for modern workflows
Manual processes, scattered approvals, disconnected documents — legacy platforms make it difficult to operate efficiently or prove compliance. Teams end up building workarounds that don’t scale, especially as clients demand more visibility and regulators increase expectations.
Optifi gives your team the structure and automation it needs to manage every internal process — from task to audit trail — in one unified platform.
Built to Work with Your Existing Stack
You don’t have to replace your core platform
— just upgrade what it can do
Optifi integrates with your existing trust or entity management system to enrich processes without disrupting your operations. By ingesting client and entity data, Optifi enables advanced validation logic, embedded compliance controls, and smarter workflows — right out of the box.
You can start with just one area — such as payments or onboarding — and expand from there.
- Ingests data from your incumbent system
- Enhances, not replaces
- Modular rollout, minimal disruption
What You Can Do with Optifi
Turn every internal process into a structured, auditable workflow
- Workflow Engine: Manage over 35 defined internal processes — from client onboarding to investment instructions — each with built-in stages, approvers, and automation.
- Role-Based Controls & Approvals: Handle 4-eye and 6-eye approvals with configurable workflows that match your governance model.
- Document Management: Attach documents to each work item, so everything needed to execute a task — instructions, evidence, commentary — is in one place.
- SLA Tracking & Dashboards: Automatically monitor service levels and team performance with dashboards that highlight bottlenecks and overdue tasks.
- Compliance Logic & Data Validation: Enrich work items with structured client/entity data from your existing system to enable validation rules and embedded controls.
- AI-Powered Assistant: Use natural language to ask questions, find information, or get help with common tasks — whether technical or operational.
- Payment Automation & Bookkeeping: Route payment work items to an integrated payment bureau, then automatically post transactions back into your accounting system.
Why Teams Choose Optifi
Built for how your business actually runs
FEATURE
LEGACY SYSTEMS
OPTIFI
Workflow Execution
Approvals
Documentation
SLA Monitoring
Compliance Controls
Integration
API-first, works alongside core
AI Assistance
See Optifi in Action
testimonials
How Optifi helps
Managing Director, Jersey Family Office
Alaster W.
Finance Director, European Multi-Family Office
We got a solution that works well, at a price we could afford, with a company that is very flexible. That’s
why we continue to use the platform today.
Managing Director, Jersey Family Office
Alaster W.
