Investment management software from otris

User-friendliness is the main focus in the development of all otris solutions. The excellent usability of the Investment management software simplifies navigation and the recognition of connections. The interactive organisational graph can be customised with just a few clicks so that you can view it from the desired perspective (e.g. from the perspective of a specific investment). Links take you to further information with just one click (example: the name of a member of the supervisory board is linked to the master data created about him or her).

As a browser-based application, otris corporate does not require any local installation on the users’ computers. The investment management solution integrates into your IT infrastructure, regardless of which IT systems you work with. If necessary, you can use standardised interfaces to connect existing software solutions, thus enabling a bidirectional data exchange.

Companies can customise the range of functions of the investment management solution according to their requirements. To do this, they choose one of the three software editions, which they can combine with extensions if necessary. If there are further requirements that are not covered by the standard range of functions, otris Consulting can implement customisations to meet these needs. The solution’s architecture is designed to be so open that adaptations can be implemented with a manageable amount of effort. The possibilities range from simple data field additions to complex interfaces to third-party systems.

You can choose whether you want to operate your investment management software as a cloud solution or on-premises. If you decide on the otris cloud, you access the servers of a secure data centre (located in Germany). With the on-premises operating form, you use your own company’s IT infrastructure. With both operating forms, the user accesses the software via a web browser.

The scope of the investment management system adapts to your needs. For example, you can start with the basic version and gradually expand the system with additional functions. And not only the range of functions, but also the number of users can be quickly and easily adapted.

Another option is to start with a SaaS solution in the otris cloud that can be cancelled at any time. Once you are satisfied that the system is working for you, you can switch to your own company server at any time. When you switch from the cloud to your own company server, all system settings, configurations, data, documents and processes are transferred. Of course, the same applies the other way around – when switching from an on-premises solution to the otris cloud.

The otris cloud meets the highest data security requirements: ISO 27001-certified high-security data centres in Germany, modern encryption algorithms and GDPR compliance, as well as recurring IT security audits and penetration tests, ensure security in the otris cloud.

Consistent process orientation and customisable workflows ensure high data quality: the information status of all participants is up-to-date and uniform. Data can be searched for in a targeted manner and is quickly available.

The key date-related historisation of all data and documents makes changes and version statuses traceable at any time. With the push of a button, you can reset the entire application to any point in time: This makes otris corporate your personal simulator for investment and participation history.

As the investment structure grows, so does the number of terms and due dates. Financial years that end at different times for each investment, regular supervisory board meetings or upcoming reporting requirements – with otris corporate, you can keep both an overview and control.

You decide where your data is stored: either in your own IT environment or with us in the otris cloud. You also define an authorisation system that grants or denies users access to individual pieces of content.

Whether you need a standard system or a large-scale project, we meet the diverse needs of companies. We offer you customised services from consulting and planning to the implementation of your investment management solution. After the project is completed, you can choose from a variety of service level agreements (SLA) if needed.

With Office Drop, you can document and archive e-mail correspondence directly and easily from Microsoft Outlook or other Microsoft Office applications. The plugin connects Microsoft applications with your otris corporate solution. You can use the plugin to select the company file to which you want to assign e-mails, for example. The contents (text, subject, sender, attachments) are automatically inserted by otris corporate into the structure of the digital company file. The result is a complete history with all correspondence. You can also access the investment management system from applications like Microsoft Word or Excel and send documents directly to the target file without having to open otris corporate.

The Office integration is bidirectional. With Office Drop, you can not only transfer data from an Office application to otris corporate, but also the other way around. For example, if you want to attach a document from otris corporate to an e-mail in Outlook, you access otris corporate via the plug-in, select the document and attach it to the e-mail. With the additional desktop component, you can import files from your drives into otris corporate using drag and drop.

The signature interface enables the digital signing of documents in otris corporate according to the procedures of the connected signature platforms (e.g. DocuSign, FP Sign). Documents created in otris corporate (e.g. draft contracts) are sent to the signature service provider at the push of a button. This creates an electronically signable version of the document. The recipient receives the document for review/signing and is notified by email. After the signature, otris corporate assigns the document to the corresponding file and updates the status.

You can get the licence for the signature interface from otris software AG. You can purchase licences for the signature service directly from the signature service provider of your choice.

The Creator module supports the creation of contracts, corporate documents, and other legal documents. The Creator combines a template library with a clause library. The templates are created in a predefined corporate design by selecting the desired clauses. To create a contract draft from the templates, for example, the user first selects the parameters belonging to the template (Duration, Subject Matter, etc.). The creator inserts the selected parameters into the predefined places in the contract and creates the draft contract. The system automatically documents which clauses were used in which contracts/documents.

Der Connector ist eine Schnittstelle, die Fremdsysteme mit otris corporate verbindet. Der Connector ruft Gesellschafts-, Debitoren- oder Kreditorendaten z.B. aus einem ERP-System ab und legt diese bei Bedarf in otris corporate an. Neben diesem speziellen Connector kann die Software auch an beliebige Drittsysteme angebunden werden. Der Connector verarbeitet eine Vielzahl von Datenformaten und stellt eine Konfigurationsoberfläche zur Verfügung. Hier erfolgt die Anbindung der Datenquelle sowie die Zuordnung (“Mapping”) der Daten zu den Feldern der Anwendung und die Definition der Importregeln.

The Archive module enables audit-proof archiving and chronological snapshots of documents. Different versions, including the associated documents, attachments, remarks, notes or e-mails, are ‘frozen’.
The archive component is certified by KPMG according to IDW PS 880 and fulfils the requirements of commercial and tax law. These include the generally accepted accounting principles (GoB), the generally accepted principles of computer-based accounting systems (GoBS), the principles of data access and verifiability of digital documents (GDPdU) and the Federal Data Protection Act. An authorisation concept for active archiving and access to archived documents can be set up individually. By using open interfaces, the expansion to a comprehensive archive can also be used for data from third-party solutions. Communication with third-party solutions can optionally be done at the push of a button, through actions in workflows or automated – for example, controlled by a predefined status change.

The App Extended add-on 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 option of carrying out actions: approvals, forwards or comments can be made via the app. The preconfigured app maps a classic investment management scenario. If necessary, you can make adjustments, extensions or changes to the preconfigured functions and authorisation structures independently and without programming knowledge in the admin area.

A company acquires another. The additional investment should be integrated into the existing structure.

otris corporate simplifies the takeover process: Data and documents for all investments are stored in digital investment files. Creating a new investment file in otris corporate and integrating it into the organisational graph is straightforward: The predefined file structure simplifies the systematic compilation of all necessary documents.

Every year, the company has to create a K-3 report with detailed information on foreign investments and send it to the Bundesbank. If there is a large number of investments abroad, collecting the data is time-consuming.

otris corporate generates K-3 reports in the XML format required by the Bundesbank at the push of a button. The system checks which investments meet the K-3 criteria and transfers the required data into a report. If the data of all investments is maintained in otris corporate, you can create the annual K-3 report in just a few minutes.

A meeting of the supervisory board is coming up. The board must be invited in good time and informed about the agenda in its current composition.

otris corporate informs the employee responsible for committee organisation about the upcoming meeting. The employee can find the contact details of the committee members in the system – from there, they can send the invitation to the supervisory board meeting and attach the relevant documents (e.g. the agenda or the minutes from the last meeting) to the email. The system logs the sent invitation and automatically assigns the email to the corresponding digital file.

A tax audit requires data on the 2018 investment structure. Without technical support, reconstructing this data can be time-consuming.

otris corporate integrates a ‘time machine’. The system displays the state of the investment structure on a freely selectable date. The historicised view allows for quick compilation of the information. Alternatively, you can give the tax audit a time-limited access to the system. The auditors can then independently access the data and documents they need.

Investment management controls and monitors all corporate investments. An investment manager also takes care of relevant information on the investments, provides this information in both a current and retrospective manner, organises shareholder meetings, supports Investment controlling processes and Investment strategy, and often also coordinates the preparation of annual financial statements.

As a central service unit, investment management enables efficient, legally compliant and economically sensible control of investees. The main objective is to promote the organisational purpose and to comply with all relevant legal and corporate regulations.

otris corporate offers a central data platform and thus increases the transparency and efficiency of your investment management. In addition, investment structures can be mapped at any historical point in time. Furthermore, the software can be extensively customised and thus adapted to your company’s workflow.

otris corporate has a modular structure and can therefore be precisely tailored to your company-specific needs. You decide which functions you need.