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Investment management software simplifies the management of your municipal investment

Manage your investments with otris corporate: you get a complete overview of all information related to your municipal investments. Document structural links within your Group and map relationships between individual portfolios. Relationship histories are transparent and traceable and serve as a basis for the development of your municipal investment concepts. otris corporate can be quickly and easily adapted to your specific requirements.

The added value created by municipalities is today largely provided by municipal companies and no longer takes place within the administration. One reason for this is the outsourcing of administrative tasks and the steadily growing demand to perform such tasks according to the highest quality standards, as well as economically and efficiently. The increasing size and complexity of the municipal investment portfolio presents municipalities with the great challenge of meeting these exacting conditions. Software solutions for municipal investment management support both the management and the communication with various committees.

The otris corporate software, which is specially tailored to local needs, is simultaneously an information system for citizens, mandate holders and the administration, as well as a controlling tool for managing the municipal portfolio. In addition, it serves as the basis for preparing the investment report. Central access to all important documents, master data, key performance indicators, individuals, mandates and committees enables you to record all controlling-relevant issues. Your individual municipal investments are centrally documented and transparently displayed. Cash flows (subsidies, profit transfers and the like) can be freely defined between the municipal companies and third parties.

„With otris corporate, we can keep track of all current and past share distribution.“

Michael Schmolinske
Legal Advisor Corporate Management, Eckert & Ziegler Strahlen- und Medizintechnik AG

More transparency in municipal investment management

otris corporate allows for a clear and structured management of master data, key performance indicators and documents across the entire investment structure


A central portal for all information
With otris corporate, the software for investment management, you can achieve maximum transparency. Business-critical documents and data are combined on a single information platform – all processes and deadlines are centrally controlled. Companies, holdings, investors, mandates and committees are organized in the form of digital files and serve as a storage location for the corresponding master data and key performance indicators. All documents and contracts are usefully linked together and archived in an audit-proof manner.

All important documents in a central application
Within otris corporate, the software for investment management, documents are stored in digital files based on an easy-to-learn concept. Documents are collected locally from the business environment and classified by type. The entire investment documentation is linked to relevant companies, transactions and mandates – whether it is contracts, protocols, registrations or certificates.

Dates and deadlines with investment management
Integrated deadline management helps to avoid unnecessary risks. otris corporate reminds responsible parties of expiring contracts, board appointments or upcoming audits and meetings by email in a timely manner. A dates and deadlines calendar provides the necessary overview.

Audit-proof archiving of all documents
When accessing key data, three aspects are of particular importance in the management of important company documents: audit-proof long-term storage, convenient search and filter functions, and document classification. With the KPMG-certified archive component, you benefit from state-of-the-art archiving functions that comply with legal requirements and guidelines.

Board appointments. Mandate supervision.

All mandates of a person are managed together and the associated appointments are coordinated across mandates. All relationships of this kind are linked so that you can view the data from different perspectives. Board appointments can be visualized per person by means of diagrams. You can record all scheduled meeting dates of individual boards in a central calendar and promptly see if there are any scheduling conflicts. Upon request, participants will be reminded of the upcoming meeting by email. Moreover, you can find a wide range of documents in the boards’ digital files, such as the invitation and agenda for the next board meeting, as well as archived resolutions and protocols from former meetings.

Group-wide board appointments are centrally mapped in the investment management software and each mandate is historically archived. You can view past configurations of your administration hierarchy at the click of a button. You gain a transparent overview of all the appointed officers and decision-makers in your investment portfolios. In addition, you can display which boards – complete with number of members, their names and respective companies – are set up within each individual company. You can see upcoming replacements and keep an eye on all current appointments. Related documents provide information about decisions, resolutions and board meeting minutes. Links to individual board members clearly show which people are active in different positions within the group. Interactive charts visualize current board appointments and make navigation easy.

Central information platform and comprehensive assessment options for your municipal investments

The software solution from otris supports you in managing your investments. It informs and controls how the individual companies within your municipal portfolio operate and achieve targeted objectives

otris corporate offers you an integrated solution with decentralized access rights. This creates a uniform information platform, which is updated immediately after data entry. All important documents related to individual holdings are reported directly to the central investment management and can be used immediately. The individual stakeholders can view the data associated with their unit.

Central management has access to all the information in the investment network, e.g. for evaluation purposes. All data streams from individual holdings are channeled into central control.

otris corporate visually presents ownership and shareholdings in organizational charts. You can call up individual companies directly from the organizational chart at the click of a button. This gives you direct access to all information related to a unit, such as master data, key performance indicators, investments, investors, mandate holders, documents, and contracts.

Standardized key performance indicators can be supplemented by additional indicators and individual evaluations can be created according to relevant criteria. The simple but comprehensive reporting tool enables the quick compilation of useful financial data. otris corporate also supports you in the preparation of the annual investment report, so that your expenses are reduced to a minimum. All reports are sent automatically and regularly to user-defined distribution lists by e-mail.

Tools for municipal investment management

otris corporate provides you with efficient tools for your strategic investment management: risk assessment, investment simulation as well as evaluations and key performance indicator analyses.

Uniform processes guarantee high data quality
Through consistent process orientation, otris corporate supports investment management as an integrated solution. All relevant data from your municipal investments is collected and processed via customizable workflows. Information related to all holdings is current, consistent and easily accessible at all times.

Complete company data configuration
All data and documents are archived by reporting date so that any changes and different file versions can be tracked at any time. You can also reset the entire application at the touch of a button to any historical point in time. The information platform thus becomes your personal investment history manager.

otris corporate at a glance

  • Centralized data base with all structural and administrative master data
  • Mapping of various financial flows such as capital contributions, loans, guarantees and other financial relationships
  • Mandate, committee and institution management
  • Audit-proof data storage
  • Standardized and customizable reports (e.g. on investments, financiata data, form editor)
  • Excel-based exchange of financial data with your investment companies
  • Defined key performance indicators
  • Assessment and comparison of financial figures (e.g. plan/actual comparison, forecast)
  • Acquisition of statistical data, such as capacity utilization figures or passenger kilometers
  • Appointment and task management
  • Seamless historization
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By submitting the contact form, you agree that the data voluntarily provided by you, and in particular your personal data, may be used to process your request. You can revoke this consent at any time. Further information can be found in our privacy policy. On request, you can receive it by email (send requests to: datenschutz@otris.de).

Your representative:

Matthias Clarfeld
Telephone +49 (231) 958069 50
corporate@otris.com

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