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Your Fintech Partner — Risk & Regulatory Data

Conquer your Data, Portfolio Management & Regulatory Reporting Challenges.

Clarity in complexity. Precision in reporting.

OTCFin delivers enterprise-wide investment data management, regulatory reporting, and portfolio risk & valuation solutions to buy-side clients globally. Its award-winning PATOne® platform is the culmination of 35+ years of implementation experience, with a comprehensive data model spanning public and private asset classes.

Data managementRegulatory reportingPortfolio Management, Risk and ValuationAlternatives expertise
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About

Pioneering financial technology since 1990.

Experienced team. Innovative technology.

Founded in 1990, is a financial technology company which provides enterprise-wide investment data management, fund risk & valuation, and regulatory reporting solutions to buy-side clients worldwide.

Its award-winning proprietary ® platform supports sophisticated portfolio, risk, valauation, and regulatory reporting managers .

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“We help clients streamline their investment and risk data management processes, from asset allocation and execution to risk and performance measurement with full transparency to give them better business insight”

Built for the Buy-Side. One Platform, Three Challenges

® is built for asset managers, insurance firms, pension funds and hedge funds to help them manage complex public and private investment data, meet their global regulatory reporting requirements, and manage and value their portfolios.

Data

Manage Investment Data

sources, integrates and cleanses investment and regulatory data for all public and alternative asset classes.

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Reg

Report to Regulators

Automated reporting across every mandate — PRIIPs, TCA, AIFMD, Solvency II, SFDR, and more — generated in the exact regulatory format.

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Portfolio Management

Master your Portfolio

ARM unifies funds, valuations, and risk with full look-through as well as LP reporting and compliance for alternative asset managers — AI-augmented, end to end.

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Global Presence

Global solutions for a global stage, trusted by clients

Asset managers and financial institutions across North America, Europe and Asia-Pacific rely on .

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New YorkBarcelonaAmmanNew Delhi
● Headquarters○ Representative
Trusted by industry leaders

“ transforms data automation and compliance for institutional investors. Their platform delivers the transparency and analytical depth our portfolios demand.”

Our Clients

Trusted by the world’s leading investors.

Our clients rely on PATOne— spanning consultancy, product development and regulatory reporting.

Morgan Stanley IMState Street GATIAADeA CapitalCOIMAFE fundinfoAlpInvestApolloAresArtisan PartnersBlackstoneBrookfieldMorgan Stanley IMState Street GATIAADeA CapitalCOIMAFE fundinfoAlpInvestApolloAresArtisan PartnersBlackstoneBrookfield
CarlyleFidelityHPSiCapitalKKR Real EstateNuveenOaktreePictet AMBlueBayGlenviewLindsell TrainKotakCarlyleFidelityHPSiCapitalKKR Real EstateNuveenOaktreePictet AMBlueBayGlenviewLindsell TrainKotak
Our People

Experienced team. Innovative technology.

Joseph Ohayon
Chief Executive Officer

Joseph Ohayon

Sets the firm’s strategy and client direction.

Ee Wah Lim
Chief Product Officer

Ee Wah Lim

Leads the Regulatory Reporting managed-service.

Filippo Viero
Sales & Marketing

Filippo Viero

Leads business development and client relationships.

Oliver Garcia
Chief Information Officer

Oliver Garcia

Heads software development and database architecture for .

Diego Tornini
Financial Engineering Director

Diego Tornini

Financial Engineering and Risk across fixed income, derivatives and alternatives.

Next step

See in action.

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Contact

Let’s talk about your investment data, regulations, and investment process.

Contact us to learn how can streamline your portfolio management, risk analytics and regulatory reporting.

Emailinfo@otcfin.com
New York+1 212 913 0259
Barcelona+34 93 150 7564
Webwww.otcfin.com
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