Trust your investment control to an impartial process.

Investment monitoring software simplifies targeted investment management

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

From the perspective of any consortium, investment portfolios should achieve a rewarding financial return and contribute to the fulfilment of corporate goals. The role of investment portfolio management is to implement an efficient organization of all tasks related to investments, locations, investors and appointed corporate officers. However, companies often operate with incomplete information, as assignments from the investment sphere are performed by different specialist departments and not seen as an integral corporate task. The solution is a consortium-wide information platform, provided by an investment monitoring software such as otris corporate.

otris corporate, the software solution tailored specifically to the requirements of private equity firms, provides on-the-spot information about the current value and development of your investment portfolio. You receive a holistic overview of your entire investment structure, including all current and historical transactions. With the integrated expense and revenue management, our solution also offers you an internal and external monitoring tool. It provides you with information about the value and development of your investments for structuring your own portfolio as well as that of other target groups, such as capital markets, investors or regulatory agencies.

„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 your investment portfolio structure

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 monitoring, you can achieve maximum transparency. Business-critical documents and data are combined on a single information platform – all processes and deadlines are centrally controlled. Documents are stored in digital files according to an intuitive 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.

Board appointments. Mandate supervision.
Consortium-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.

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.

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.

Reliable and transparent investment monitoring

Investment monitoring software from otris supports you in managing your investments. It informs and controls how the individual companies within your consortium operate and achieve targeted objectives.

An integrated solution for reliable investment monitoring
otris corporate, the software for investment management, 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 subsidiaries, branch officeses and holdings are reported directly to central corporate control and can be used immediately. The individual stakeholders can view the data associated with their unit.

Corporate control has access to all the information in the investment network, e.g. for evaluation purposes. A central, integrated software solution is especially relevant for investment monitoring, as all data streams from individual holdings are channeled into central control.

Clear investment monitoring with assessments, charts and reports
otris corporate visually presents ownership and shareholdings in organizational charts. The charts are interactive and serve as both an information and a navigation tool: by clicking on an entry you get access to all data and documents related to a company, individual or any other object.

The integrated business intelligence solution processes any relevant data from the investment portfolio in the form of reports, which can be retrieved in standard output formats or as chart types. Standardized key performance indicators can be supplemented by additional indicators. Individual evaluations are created according to relevant criteria and all reports are automatically and regularly sent to user-definable e-mail distribution lists.

Efficient tools for your 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 holdings, branch offices and subsidiaries is collected and processed via customizable workflows. Information related to all holdings is current, consistent and easily accessible at all times both from local holdings as well as from central corporate control.

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.

Investment management as the basis for compliance management and corporate governance
A central component of successful compliance management and compliance with corporate governance is a comprehensive information platform that contains all important corporate data across your consortium. otris corporate, the software for efficient investment monitoring and shareholding management, gives you central access to all of your shareholding structures and company data, and provides you with a basis for adhering to targets and reporting obligations to your Management Board, Supervisory Board and investors as well as due diligence audits.

otris corporate at a glance

  • Consortium-wide central data base
  • Organization according to corporate documents (master data, investments, investors, key performance indicators)
  • Corporate, commercial, tax and tax law documentation
  • Seamless historization
  • Audit-proof data storage
  • Workflow-based due date and deadline monitoring
  • Mandate supervision and board management
  • Standardized and customizable reports
  • Interactive charts
  • Comprehensive search functions
  • Full-text indexing
  • Highly secure authorization and encryption concept
  • Flexible and cost-efficient licensing model
  • Readily available interfaces to other systems
  • Individual customization – tailored
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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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