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Investment management software for more transparency and legal certainty

Optimise your investment management with otris corporate. You get transparency on the information you need for successful control and administration: Clear organisational charts, structured data and documents, traceable company developments and customised reports.

Investment management has the task of implementing an investment strategy, organising investment administration and establishing standardised investment controlling. Up-to-date, consistent information on locations, investors, committees and mandate holders is a prerequisite for implementing the tasks.

If data and documents are distributed in different places in the group, the compilation is not only cumbersome, but also uncertain: Is the information up-to-date? Is it complete? What are the interrelationships between the investment data? And what developments have led to the current status? The solution: a central software system for investment management.

otris corporate

otris corporate

In our investment management software otris corporate, all important master data and key figures of the individual companies as well as their shareholdings, investors, mandates and committees are centrally managed and clearly linked with each other. All data and documents are historised as of a specific date when they are saved, so that you have access to the current status of the structure at any time on a desired date in the past.

Our investment management software at a glance

otris corporate has a modular structure. You combine basic elements, such as the central company file, with extensions. If required, we integrate your company-specific workflows into the application. The goal: a solution that meets your requirements.

otris corporate

Central database | Company records

You manage the company files of all participations in the group’s own central database. Each company file contains the relevant master data, key figures and shareholding amounts. You can easily add additional information/documents to the file. The entire shareholding documentation is linked to the companies, shareholdings and mandates. Comprehensive search and filter functions simplify the search.

otris corporate

Body and mandate management

Clear illustration of all committees with current appointments and the possibility of simulating appointments in the past. Management of related documents (e.g. resolutions, minutes of meetings) and organisation of appointments with deadline warnings. Links to individual mandate holders make it clear which persons are active in different positions of the corporate group.

otris corporate

Visualised structures

Diagrams visualise the structure of the shareholdings and provide you with a general overview of the links and dependencies between the companies. The graphic representations and interactive diagrams condense the essential information and simplify navigation.

otris corporate

Times and dates

The integrated deadline control helps you to avoid risks. otris corporate monitors expiring contracts, appointments to committees or upcoming audits and meetings in order to remind the responsible persons in good time by e-mail. A deadline and appointment calendar provides the necessary overview. If responsible employees do not react to deadline warnings, a predefined workflow determines the escalation path.

otris corporate

Permissions | Access

The authorisation concept ensures that access is only possible for a specific group of people. otris corporate integrates all content into a differentiated authorisation and access concept with clear rules and possible exceptions. Implementation is always individual and customised and can range from a pragmatic approach to complex access control.

otris corporate

Reporting | Controlling

The integrated business intelligence solution processes the data relevant to you from investment management into reports that you can call up in common output formats and diagram types. You can add further indicators to standardised key figures. otris corporate sends the reports automatically and regularly to freely definable distribution groups by e-mail.

Features that distinguish our investment management software

Usability. Simple and intuitive.

User-friendliness is central to the development of all otris solutions. The excellent usability of the participation management software makes it easy to navigate and recognise connections. With just a few clicks, you can adapt the interactive organisation chart to view it from the desired perspective (e.g. from the perspective of a specific participation). Links take you to further information with just one click (example: the name of a supervisory board member is linked to the master data system for his person).

Integration. Smooth and platform-independent.

As a browser-based application, otris corporate requires no local installation on users’ computers. The participation management solution integrates into your IT infrastructure – regardless of which IT systems you work with. If required, you can connect existing software solutions via standardised interfaces and thus enable bidirectional data exchange.

Scope of functions. Customisable standard software.

Companies adapt the functional scope of the investment management solution according to their requirements. To do this, they choose one of the three software editions, which they combine with extensions as required. otris consulting implements customisations to meet individual needs if there are further requirements that are not covered by the standard range of functions. The architecture of the solution is designed so openly that customisations can be implemented with manageable effort. The possibilities range from simple data field additions to complex interfaces to third-party systems.

Operating Form. On-Premises or cloud.

You are free to choose whether you operate your participation management software as a cloud solution or on-premises. If you opt for the otris Cloud, you access the servers of a secure data centre (location: Germany). With on-premises operation, you use the IT infrastructure of your own company. With both types of operation, the user uses the software via the web browser.

„What we like about otris corporate is how easy it is to use. This means that all authorised employees can use the system.“

Tanja Nieswandt
Legal Officer at SPIE Germany & Central Europe GmbH

How does the investment management software otris corporate simplify the management of your investments?

Risk assessment, simulation of past shareholdings as well as evaluations and analyses of key figures – otris corporate is your multifunctional tool in investment management.

Data quality. The basis for important decisions.
Through consistent process orientation, our integrative software solution for investment management supports the management of your investments. All relevant data of your holdings, branches and subsidiaries are recorded and further processed by customisable workflows. The data quality is right both in the local companies and in the corporate management: the information status of all participants is up-to-date and uniform. Data can be researched in a targeted manner and is quickly available.

Historicisation. Trace development.
The key date-related historisation of all data and documents makes changes and version statuses traceable at any time. In addition, you can reset the entire application to any point in time at the touch of a button and thus have access to the reactivated complete actual status of that point in time. otris corporate thus becomes your personal simulator of the investment and participation history.

Security. Managing risks.
Missing deadlines can have unpleasant consequences. As the investment structure grows, so do the number of deadlines and due dates. Fiscal years that end at different times for the individual holdings, regular supervisory board meetings or upcoming reporting obligations – with otris corporate you not only maintain an overview, but also control the automatic deadline warning and the escalation workflow if those responsible do not respond to warnings.

The question of how and where your data is hosted is also relevant to security. You decide whether you operate the system in your own IT environment or have it hosted by us. You also decide according to which authorisation system users are granted or denied access to individual contents.


Reference articles | Technical articles

to the reference report

Corporate Documents at a glance


SPIE manages and controls group holdings with otris software ...

to the reference report

Group-wide contract management


A successful digitalisation project at Deichmann SE: otris contract ...

to the reference report

Automate contract management

otris corporate

Bora relies on digital workflows for contract creation and template maintenance ...

How does our investment management work in practice?

otris corporate supports you in the management of your holdings. Four examples from practice:

Standardisation in administration.
A group acquires a company. The additional holding is to be integrated into the existing structure.

otris corporate simplifies the acquisition process: the data and documents of all shareholdings are stored in digital shareholding files. Creating a new shareholding file in otris corporate and integrating it into the organisation chart is straightforward. The predefined file structure simplifies the systematic compilation of all necessary documents.

Efficiency in reporting.
Every year, the company must prepare a K-3 report with detailed information on foreign participations and send it to the Bundesbank. With a large number of holdings abroad, compiling the data is time-consuming.

otris corporate generates K-3 reports in the XML format required by the Bundesbank at the touch of a button. The system checks which holdings meet the K-3 criteria and transfers the required data to a report. Once the data of all holdings have been maintained in otris corporate, you can generate the annual K-3 report within a few minutes.

Overview at the committee organisation
A board meeting is coming up. The board in its current composition must be invited in good time and informed about the agenda.

otris corporate informs the employee responsible for the committee organisation about the upcoming meeting. He finds the contact details of the committee members in the system. The employee sends the invitation to the board meeting directly from the system, attaching documents stored there (e.g. the agenda or the minutes of the last meeting) to the e-mail. The system logs the invitation sent and automatically assigns the e-mail to the corresponding digital file.

Informative during exams
The tax audit requires data on the shareholding structure from 2018. Without technical support, reconstruction is costly.

otris corporate integrates a “time machine”. The system displays the status of the shareholding structure at a freely selectable date. The historicised view allows information to be compiled quickly. Alternatively, you can give the tax auditors time-limited access to the system. The auditors can then independently access the data and documents they need.

Investment management with extended contract management

With our Corporate Housekeeping Edition, you expand the functional scope of the solution with a fully comprehensive contract management. In addition to the corporate documents, you can manage any number of other contracts from the operational business. You eliminate duplicate data storage and uncertainty in the choice of storage location. You store all data from contract and participation management in a central system and thus retain full control.

Company agreement, supervisory board minutes or car leasing contract – by configuration you determine which employee groups are allowed to access the respective information.

You can find more information on our corporate housekeeping solution in our technical text.

> forwarding to the technical text

Which investment management edition fits your requirements?

In order to provide you with the solution that optimally fits your company-specific requirements, we offer a choice of three editions that build on each other, as well as functional extensions.

otris corporate

You are looking for software with which you can:

  • manage shareholdings, committees and mandates in a clear manners
  • create report
  • track the historical development of your shareholdings

Die otris corporate ENTERPRISE Edition ist die Best Practice-Variante unserer Beteiligungsmanagement-Lösung. Über die Konfiguration bei der Systemeinrichtung passen Sie die Lösung an Ihre Beteiligungsstruktur sowie Benutzerrechte an.

otris corporate

You are looking for software with which you can:

  • clearly manage shareholdings, committees and mandates
  • define your company’s own work processes in investment management
  • create reports according to company-specific specifications (e.g. K3 reporting)
  • track the historical development of shareholdings

The otris corporate ENTERPRISE plus edition is the freely configurable variant of our investment management solution. We adapt the system to your company-specific processes and report formats. If required, we expand the solution with additional digital files according to your technical specifications.

otris corporate

Are you looking for software that you can use for investment management and additionally for contract management?

The otris corporate LCM Edition combines the two solutions otris corporate (investment management) and otris contract (contract management). The combination enables group-wide corporate housekeeping. All company-relevant documents and their linking in a central system simplify a 360-degree view of every transaction.

On-Premises or in the Cloud.
We offer all otris corporate editions as an on-premises variant (operation on servers at your company location) and as a variant in the otris private cloud (server location: Germany; dedicated instance).

„otris is a project partner who has understood what we need and can also implement it.“

Philipp Dautzenberg
Consultant Process Development and Project Manager, BAUWENS GmbH & CO. KG

Extension for investment management

With technical extensions, you adapt otris corporate to your requirements in addition to selecting an edition. All extensions are compatible with each of the three editions.

APP EXTENSION. Mobile investment management.

The APP EXTENSION extension makes the myCorporate app configurable and unlocks the full range of functions for mobile investment management. In addition to the advantage of transferring documents and processes that can be used offline to your mobile device, you also benefit from the possibility of carrying out actions: Approvals, forwardings or comments can be made with the app. The app is pre-configured to represent a classic usage scenario in investment management. Adaptations, extensions or changes to the pre-configured functions and authorisation structures can be made independently in the admin area without any programming knowledge.

CONNECTOR. Interface management. (unidirectional)

The ERP connector retrieves company, debtor or creditor data from an ERP system and creates it in otris corporate as required.

OFFICE. Office Integration.

Transfer e-mail correspondence or Office documents directly from the Microsoft Office application to otris corporate. You select the company file via a plug-in that connects the Microsoft application with otris corporate. The contents (text, subject, sender, attachments) are automatically inserted by otris corporate into the structure of the digital company file. The result: a seamless history with complete correspondence. With the plug-in, you can not only transfer data from the Office application to otris corporate, but also from otris corporate to the Office application.

Operating Form. On-Premises or cloud.

You are free to choose whether you operate your participation management software as a cloud solution or on-premises. If you opt for the otris Cloud, you access the servers of a secure data centre (location: Germany). With on-premises operation, you use the IT infrastructure of your own company. With both types of operation, the user uses the software via the web browser.

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Your contact

Matthias Clarfeld
+49 231 95806950

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