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OPUS Portfolio Managment
Enterprise-grade portfolio management system for managing multi-billion investment portfolios across Fixed Deposits, Bonds, and Equities
Core Features
Comprehensive capabilities designed for enterprise needs
Real-Time Investment Dashboard with 7 KPI Cards
Multi-Asset Management (Fixed Deposits, Bonds, Equities)
Full Lifecycle Tracking (Create, Rollover, Withdraw, Close)
Enterprise RBAC Security (6 Configurable Roles)
Three-Tier Approval Thresholds
Data-Level Access Control Per User
Smart Multi-Channel Notifications (In-App, Email, SMS)
Automated Interest Computation with 4 Day-Count Conventions
Batch Posting & GL Journal Export
14 Built-in Reports with CSV Export
Portfolio Summary & FD Register
Bond Register & Maturity Schedule
Bank Exposure & Concentration Analysis
TIRA Compliance Reporting
9 Interactive KPIs & 6 Charts
Maturity Calendar & Cash Flow Forecasting
Field-Level Audit Trail
Zero-Enum Architecture (Configurable Lookups)
JWT Authentication with Brute-Force Protection
AI-Ready Vector Embeddings
AI-Powered Capabilities
Advanced ML and NLP features built into every product
Machine Learning
- Portfolio risk prediction
- Investment recommendation engine
- Market trend analysis
- Fraud detection
Natural Language Processing
- Automated compliance reporting
- Risk assessment documentation
Key Benefits
AI-powered portfolio optimization
Predictive risk analysis
Automated compliance
Investment intelligence
Industries Served
Proven success across multiple sectors
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Finance
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Banking
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Frequently Asked Questions
Everything you need to know about OPUS Portfolio Managment
Asset Management
2 Q&AApprovals & Access Control
2 Q&AReporting & Compliance
2 Q&AReady to Get Started?
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