Do your best work.
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 do it to grow legacies, preserve wealth, and deliver something meaningful for the next generation. Most Trust Companies aren't designed to be tech companies, but these days they're expected to operate like one — which only leads to high costs, hidden risks, and exhausted teams. At Optifi, we deliver measurable cost-saving and capacity-increasing outcomes, so your team can work faster and smarter without disrupting their day-to-day. Our platform offers:
- A single pane of glass to manage all your business processes.
- Automated, forensically detailed, transparent controls.
- Real-time reporting against client & process targets.
- Ongoing access to expert support.
- An auditable control framework (even the AI).
- The underlying integrations to your current trust ecosystems.
- Complete peace of mind so you can focus on what you do best.
Whether you're onboarding a client, issuing payments, tracking compliance monitoring report or preparing accounts – Optifi handles it.
Optifi's key features include:
Optifi Vision
An intuitive real-time workflow management User Interface for confident decision-making within an integrated, compliant, digitised control framework.
Optifi Insights
We generate operational SLA, OKR and KPI insights across all your customer journeys to help you achieve operational excellence and identify revenue-generating opportunities.
Ask Optifi
Your go-to assistant to manage your operations in your own voice. E.g. "Hey Optifi, how many payments did we make this month?" or "Hey Optifi, John is out of office. Can you move his tasks due today to Jane?"
Optifi Lens
Offer your clients, authorisers and other third parties secure and valuable oversight across data entry, notifications and journeys through Optifi's mobile app.
See Optifi in Action
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.