Institutional asset managers face mounting pressures from fragmented systems, compressed settlement cycles, and the operational complexities of diversifying into private credit and digital assets. Arcesium’s institutional asset management technology, combining the Limina investment management platform with Opterra® and Aquata®, eliminates the gap between front-office decision-making and back-office execution. AI-driven intelligence, Unstructured Data Extractor capabilities, and MCP server support keep your investment operations platform ahead of evolving market demands.
Opterra® Unified Investment Management Platform delivers the investment operations software foundation that institutional asset managers need to navigate increasing market, asset class, and regulatory complexities. Opterra now integrates directly with the Limina investment management platform, creating a unified front-to-back solution covering order and trade management, real-time P&L, pre-trade compliance, portfolio construction and simulation, and performance attribution, all feeding seamlessly into Opterra’s institutional-grade accounting, treasury management, reconciliation, and regulatory reporting capabilities.
For institutional asset managers, this front-to-back continuity means investment decisions made at the portfolio level are immediately reflected, reconciled, and accounted for within the same data framework, with no manual hand-offs and no reconciliation breaks between siloed systems. The Universal Book of Record (UBOR) integrates investment and accounting records into a single source of truth, eliminating the need to maintain separate IBOR and ABOR systems. Opterra supports 1.4 million tax lots per book and high-throughput P&L APIs, ensuring the investment data infrastructure platform scales alongside your growth. It is purpose-built to support emerging asset classes, with enhanced loan lifecycle management for private credit and comprehensive digital asset trading, settlement, and lifecycle support. With native MCP server support, Opterra integrates directly with enterprise AI tools like Claude for Enterprise and Databricks, allowing you to orchestrate Arcesium workflows within your existing technology ecosystem.
Complementing our institutional asset management technology, Arcesium’s Managed Services provide the operational firepower needed to drive transformative business outcomes. Our global team of financial operations professionals acts as a seamless extension of your internal staff, bringing deep investment domain expertise across various asset classes. Whether you require tactical support or full outsourcing for middle- and back-office automation, including reconciliations, corporate actions, and compliance reporting, our consultative approach helps you modernize your asset management operating model, systematize complex activities, and unlock new opportunities for growth.
Discover how forward-looking institutional asset managers are transforming their operations from a back-office afterthought into a strategic enabler of growth. Watch how unifying data across the full investment lifecycle, from front-office decisions through settlement and regulatory reporting, can eliminate operational friction, lower total cost of ownership, and future-proof your infrastructure against evolving market pressures.