World’s first fully-managed platform for Family Offices
Run your Family Office. Let Optifi run the rest.
With Optifi, your team can finally move away from spreadsheets, manual processing, and legacy systems – and focus on what truly matters: growing wealth, enabling succession, and building relationships.
Designed by experts in wealth, regulation, and enterprise-grade technology, Optifi isn’t just another system. It’s your single pane of glass for running a smarter, safer, scalable family office.
- Maximise your Wealth: We allow clients to focus energy on driving investment and structuring success, while we handle the technology and operations with seamless, fully managed services on our industry-disruptive Platform.
- Remove error-prone spreadsheets: With an investment accounting platform designed specifically for Family Offices.
- Make decisions with confidence: With our investment and portfolio reporting capability. Trusted data. Trusted reports.
- No need to learn another system: Optifi’s outsourced operations and accounting team will process any item not automatically catered for.
- Know that you are resilient, secure, and auditable: GDPR compliant, cyber secure services, by design.
- Evolve your office with minimalized effort: With an expert team supporting you, banking integration, settlement integration, and regulatory integration can be delivered seamlessly.
Built to manage wealth - not IT headaches
Most Family Offices weren’t designed to be tech companies. Yet today, they’re…
- Running on Excel: using Excel for complex reporting & position management is unreliable and lacks credibility
- Systems seem expensive: with a small office, license costs are high relative to day-to-day use
- …and hard to implement system config, data migration, and feed integration require specialist system knowledge
- Limited tech-skills: Family Offices typically lack the multidisciplinary IT skills needed to automate effectively
- On going support: Day-to-day tech & ops support is expensive & sub-scale as a diverse team is needed for support
The result? High costs, hidden risks, and exhausted teams.
Without dedicated ops and IT teams, even small changes – like integrating a bank feed or creating a custom report – can be expensive, slow, or simply not happen at all.
The pressure to modernize is real. But so is the fear of making the wrong move.
Focus on your clients. Let us handle everything else
With Optifi, you’re not buying software. You’re unlocking a smarter way to run your Family Office.
Our fully managed platform consolidates your IT, accounting, reconciliation, operations and compliance – all under one intuitive interface.
That means:
- No more juggling vendors, updates or support tickets
- No more spreadsheets or siloed data
- No more security gaps or audit risks
Optifi brings you:
- Real-time insights and reporting – for confident decision-making
- Integrated compliance – GDPR, AEOI, regulatory filings, all built-in
- Secure client interactions – through a dedicated client portal
- Effortless scale – so you can grow without growing costs
Whether you’re onboarding a client, issuing payments, or preparing for an audit – Optifi handles it.
Optifi is not just easier – it’s safer, smarter, and built for you.
You remain in control. But you’re never alone.testimonials
How Optifi helps
Trust Company Director
WOW – if you can deliver this, this is a disruptor. This blows my mind.
Trust Director
CEO, Multinational Trust Company
Trust Company Director
Trust Director
CEO, Multinational Trust Company
optifi blog
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FAQs
Does your product include AI?
Yes. Optifi includes AI agents throughout its product suite. These tools enable users to undertake common tasks, such as completing workflows, checking for updates, and querying data using natural language. Optifi also uses these tools to automate and improve control validations.
What KPIs do you provide?
Optifi provides a full suite of commercial, journey and compliance KPIs aligned to your business scorecard and service level agreements. This includes financial metrics such as aged debtor movements, aged WIP, and client recovery/profitability; Journey metrics such as transaction volumes, SLA compliance, and throughput time; and Compliance metrics such as CMP action tracking, periodic reviews vs deadlines, and accounts in breach.
What is the typical ROI from using your product?
As a new business, this stat is being closely tracked. An early prototype suggests that a 5-8% improvement in cost to serve / gross margin is achievable.
What non-financial benefits do you offer?
Our control framework provides adherence to policies and procedures to reduce compliance findings, management of all workflows to internal SLAs, a full audit process, and the creation of relevant data points to manage business and personal KPIs.
You’re a start-up; what is available today?
Our Family Office service is available, and we continue to work with clients and partners to enhance the reporting & integration suites. Our Trust Company MVP is complete, v1 is in progress, and we continue to work toward further innovations.
Can I invest in Optifi?
Yes. We are building at pace, scale, and with ambition. Contact Stuart Richford, CEO, for more information.
