Platform
Enterprise investment technology with institutional controls
Opus operates a full investment technology stack—from opportunity discovery and IPO workflows to treasury, trading, compliance, licensing, reporting, and support.
One platform, many controlled workflows
Eligible investors and institutions access platform modules through secure authentication. Capabilities are entitlement-aware, auditable, and designed to reinforce—not replace—investment and compliance discipline.
Investment Marketplace
The marketplace presents eligible opportunities with structured product information and process controls.
IPO Platform
Manage offering awareness, eligibility, subscriptions, and allocations in one controlled environment.
Portfolio Management
Investors can monitor holdings, activity, and portfolio context through the Opus portal.
Trading
Trading capabilities include orders, market views, watchlists, and trade history.
Treasury
Treasury modules support funding requests, withdrawals, destinations, and transfer workflows.
Security Master
Security master capabilities underpin consistent instrument identity across trading and reporting.
Compliance
Compliance tooling supports policy gates, reviews, and operational risk discipline across workflows.
Licensing
Licensing infrastructure helps enforce product eligibility and professional authorization requirements.
Reporting & Analytics
Reporting and analytics capabilities support performance, operational, and enterprise information needs.
Support Center
Support includes tickets, knowledge base, announcements, messaging, and live chat for eligible users.
Investor Dashboard
The investor dashboard consolidates account status, opportunities, portfolios, and service access.
Discuss how Opus can support your objectives
Our team can help you evaluate eligibility, solutions, and platform capabilities.