otris corporate

All key master data and key figures relating to companies, investments, investors, mandates and committees are managed centrally and clearly linked with one another.

When data and documents are saved, they are historized by key date so that the actual status of the structure can still be retrieved for a selected date in the past.

Committees, appointments, mandates and related documents can be mapped in a structured way and linked with deadline alerts.

Graphic views and interactive diagrams illustrate investment structures, relationships and dependencies between companies.

The solution consolidates relevant data into meaningful overviews and reports directly in the application so that information can be found and evaluated in a traceable way.

A differentiated permissions and access concept supports clear rules and individual exceptions.

With Office Drop, emails and Office documents can be documented and archived directly from Microsoft Outlook and other Microsoft Office applications.

Standardized interfaces enable bidirectional integration into existing IT systems and data landscapes.

As a browser-based application, otris corporate requires no local installation on users’ computers.

otris corporate can be operated in the cloud or on-premises depending on requirements.

For the cloud variant, otris refers to secure data center operation in Germany.

Depending on the edition and requirements, otris corporate can be supplemented with extensions and tailored customizations.

With otris copilot, information from company files and documents can be captured, investment structures can be analyzed and decisions in specialist processes can be prepared.

otris corporate is a specific product and not the general category of investment management software.

otris corporate is a specialist solution within the suite, but not the same as the entire otris legal SUITE.

documentsOS is the platform foundation, not the product itself.