How to get started

Contact us today to evaluate your business, its operations and technology profile. We'll tailor your technology and operations blueprint to suit your business profile.

Size of your firm

  • Unregistered
  • Start up building assets
  • Mid sized ramping up in assets
  • Large sized with steady growth
  • Corporate or public company
  • Investment areas

  • Long/short equity only
  • Equities with derivatives
  • Seperately managed accounts
  • Fixed income, asset Backed or loans
  • Real estate with multiple investing entities
  • Family office
  • Fund of funds
  • Pension fund or an LP member
  • Current operations

  • Trade submission & confirmation process
  • Investment accounting process
  • Investor accounting
  • Admin and custodian reconciliations
  • Fees and returns verification
  • Compliance (regulatory and corporate)
  • Treasury management
  • Expense allocation
  • Manual spreadsheets
  • Current technology setup

  • Front office and OMS system
  • Execution management system
  • Risk measurement system
  • Accounting system
  • Investor relations
  • Reconciliation systems
  • Corporate GL system
  • Performance measurement system
  • Vendor profiles

  • Auditors
  • Law firms
  • Fund administrators
  • Custodians
  • Prime brokers
  • Valuation agencies
  • Counterparties
  • Technology providers
  • Infrastructure servicers

  • OpEff Technologies - Mission Statement

    OpEff Technologies was founded in 2012 with the mission to revamp the decades old portfolio and investor technology stack of the alternative investment industry. In doing so, OpEff outgrew its own mission and has engineered the first Operating System for the investment management industry. This success is attributed to its investor-first accounting system, which extends to an inbuilt investor portal and connects to its multi-asset, multi-currency fund general ledger. OpEff has partnered with leading multi-billion dollar investment firms to build this cohesive system with our relentless innovation which is only possible due to our small, focused and extremely agile mindset allowing us to reinvent and move quickly where larger firms struggle.

    In the recent years, OpEff has started providing its technology as a fully managed service and an AI-enabled fund administration service with the goal of building the first ever fully autonomous fund administration service. Innovation is at the heart of our company and we'll continue to define the future of investment management technology. Contact us to learn more and partner with us on our journey toward what otherwise seems unattainable.