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.
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.
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.
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.
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.
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.
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.
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.
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.
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).
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.
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.
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.
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.
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.
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.