OTCFin offers solutions to cover the needs of each specific sector such us: Traditional Asset Management, Alternative Asset Management, Fund of Hedge Funds and Insurance.


OTCFin's PATOne EDM platform makes it easier to comply with all regulations by centralising all data and calculating sensitivities for regulatory and stress testing scenarios, before finally generating regulatory reports.

News & Events

Latest news: WAY FUND MANAGERS suscribes to OTCFin - Morningstar PRIIP KIDs and EPT service


PATOne ® EDM is a high-performance platform that integrates data sources, risk analytics, and performance engines and reporting throughout the investment process.

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OTCFin's PATOne® Suite

Complete mid-to-front office platform for all your portfolio and risk management needs.

Enterprise Data Management

Empower your team with centralized, accurate and actionable data.


20 years' experience in the buy-side industry, working han-in-hand with our clients.


Our staff is our greatest asset, combining skills and strengths in both IT engineering and finance.


Our processes are built with full transparency to allow for end-to-end tracking and auditability.

Analytics, Portfolio & Risk Reporting

Reporting in-depth and flexible reporting for managers, analysts and your clients.

Our Partnership

  • Morningstar
  • Bloomberg
  • Microsoft
  • The Yield Book
  • ALFI