The Reference for Buy Side and Alternative Investments

OTC is a financial technology company which provides integrated solutions to investment managers to help them better and more efficiently manage their portfolios.

OTC’s objective is to address the business requirements of Buy Side Institutions and Alternative Investment firms with powerful front and middle office applications. Our tools enable clients to achieve a competitive advantage by streamlining their investment process, from asset allocation and execution to risk monitoring and performance measurement. We also help them provide better transparency to their institutional investors with enriched data and analytics.

Portfolio Management has become a highly specialized and quantitative discipline that demands greater and more robust tools with collaboration, business-process rules support, advanced reporting, and governance capabilities.

The OTC platform includes :

Flexible and powerful portfolio analysis tools.
Data Warehouse with enterprise-wide data repository.
Automated and integrated data cycle for all internal and external feeds/sources.
Integration of tailored, best of breed analytical and risk models as needed.

OTC's flagship product, Portfolio Analysis Tool (PAT) is a portfolio investment and analysis application that provides integrated portfolio construction, trading and compliance, risk monitoring and performance measurement capabilities.