OTCFin
Financial ServicesNew York, United States11-50 Employees
OTCFin is a New York City, New York-based financial technology company that provides integrated front and middle office applications for investment managers. Its solutions support portfolio management from asset allocation and execution to risk monitoring and performance measurement, aiming to streamline processes and enhance data-driven transparency. The offerings are designed for buy-side institutions and alternative investment firms, addressing governance, reporting, and collaboration needs. The firm serves asset managers, pension funds, mutual funds, hedge funds, fund of funds, managed accounts, and insurance companies. It operates in the financial services industry with a focus on tools that support complex investment workflows and institutional reporting. In 2021, OTCFin signed a new client Ifslfunds to assist with the PRIIPs KIDs initial calculation and ongoing monitoring.
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