Do your best work. We'll take care of the tech.
Clients typically achieve 6-8x return on capital through efficiency gains and capacity release when using our platform.
You didn't choose to run a Trust Company to manage tech…
You chose to preserve wealth and deliver for the next generation, not to manage disconnected systems and manual work. Optifi Platform brings your people and information together with implementation support that lets your team stay focused on clients.
- One connected record for every client, entity and asset.
- A consolidated view of every client's assets and loans across their structures.
- Less time producing data and reports, with more time for client service.
- Controlled workflows, clear ownership and evidence captured as work happens.
- Designed to work with the wider technology ecosystem used by TCSPs and their clients.
- Measurable value, with implementation and ongoing support from Optifi.
Whether you're onboarding a client, issuing payments, monitoring compliance or preparing accounts – Optifi handles it.
Optifi Platform is one connected operating platform. These are its six capabilities:
Client & Entity Management
One connected record at the heart of your business: client and entity data, assets, share registers, directors and shareholders, corporate actions and risk screening, created from one source of truth.
Workflow & Automation
Real-time workflow that carries every customer journey from onboarding to audit, with hand-offs, internal signatures and approvals inside an integrated, compliant and digitised control framework.
Bookkeeping
Transactions captured and categorised against the right entity, with reconciliation and journal generation automated as operational activity happens.
Client Portal
A secure, white-labelled view of every client asset and loan across every structure, available on desktop and mobile for clients, intermediaries and wealth managers.
Insights & Reporting
Operational SLA, OKR and KPI reporting across every customer journey, plus real-time risk visibility for directors — produced from live data to support operational excellence and identify revenue-generating opportunities.
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.
See Optifi in Action
Trust company questions, answered
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.