Our platform
Optifi is a beautifully unified single customer experience designed specifically for global Trust, Corporate Services and Family Office companies.
Designed by some of the most experienced industry experts, whether you’re onboarding a client, issuing a payment, tracking a compliance monitoring report or preparing accounts: Optifi handles it.
Replace your spreadsheets, legacy apps and manual work. We manage the integrations, you get the cool tools to cut costs, stay compliant & focus on your strategic growth.
What you get with Optifi...
One app for all your business and servicing needs
Client clarity & faster servicing
From payments to board minutes, FATCA to credit and accounts production, Optifi’s intuitive UI visualises your to do lists, documents, approvals & audit trails all in one place. Optifi’s AI powered search enables you to see everything your client has open with you right now, empowering natural conversations and personalised servicing.
Automate repetitive data entry tasks & checks
Reduced Business Risk & Cost
Optifi automates control checks & monitoring whilst cognizant of nuanced regulation – reducing cost to serve, business risks & SLAs. There are no black box solutions here; Optifi’s checks are transparent so you can perform due diligence and evidence your process to regulators with confidence.
Take action on process bottlenecks
Increase margins
Our powerful operational KPI dashboards & business scorecard visualise key metrics across all your customer journeys, helping you achieve operational excellence, identify revenue-generating opportunities and maximise the return on your next digital innovation investment. No more data warehouses, no more powerBIs!
Third party digital experience
Faster, safer touchpoints
Remove unsecure faxes, paper & email by giving your third parties a seamless digital experience on their mobile so you can connect with them quickly, building stronger relationships on a channel that suits them best. No app downloads, no complicated onboarding.
Resilient by design
Secure, auditable, always available
Optifi is built for firms that can’t afford downtime, security gaps or compliance blind spots. Hosted on Microsoft Azure and integrated with your Microsoft 365 login, Optifi ensures data sovereignty, cyber protection and GDPR compliance — without installs, patching, or password resets. Every action is logged, encrypted, and audit ready.
AI Copilot for Every User
Client insights & business intelligence
Ask natural questions about your client activity and structures and get immediate answers. No more hunting through folders or dashboards — the AI surfaces insight, context and actions from live operational data. It’s explainable, auditable, and aligned with your processes, helping every user move faster with confidence.
Why Firms Choose Optifi?
You didn't build your Trust & Corporate Services company to manage tech
You did it to grow legacies, preserve wealth, and deliver something meaningful for the next generation.
We connect to your core systems - so you get the power of Optifi without the pain of expensive, disruptive integrations projects
Optifi connects to your existing source of record, KYC, bookkeeping, and accounting systems—so you get our powerful features without disrupting your business. Our team handles the setup, analysis and delivery—so you don’t have to divert your own people, priorities or budget.
We don’t just deliver software
We give you a personalised transform experience with your staff at its heart
Discover Optifi
Unlike traditional providers who charge you a high fee no matter the outcome, Optifi’s modern, value-based license model puts the risk of failure where it should be: on Optifi.
We’ll even build a personalised ROI model—free—so you can make an informed decision.
Pay as you go
Great for firms who
✅ Don’t need every feature / customer journey Optifi offers
✅ Like to test before they invest
Annual Licence per User
Great for firms who
✅ Want clear ROI before switching providers
✅ Predictable billing
✅ Have fixed price contracts with their clients
Unsure what plan suits you best? Let’s figure it out, together.
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.
