Welcome to OBP Platform
A comprehensive financial analytics platform serving hedge funds, digital asset managers, and prime brokerage clients with enterprise-grade fund management, compliance, and reporting tools.
Funds
Manage hedge funds, digital asset funds, and investment vehicles
Orders
Track order execution and trading activity
Investors
Comprehensive investor CRM and management
Planning
Annual budgets, headcount forecasts, and growth scenarios
Financial Accounting
General ledger, journal entries, and financial statements
Bank Reconciliation
Match bank transactions with ledger entries and resolve discrepancies
Financial Invoicing
Invoice management, management fees, and performance fees
Financial Expenses
Expense reports, approvals, and corporate card management
Contracts
Investor obligations, vendor contracts, and service agreements
HR
Employee management, performance reviews, and organizational structure
Knowledge Base
Company documentation, guides, and best practices repository
Reports
Comprehensive reporting for investors and regulators
NAV
Net Asset Value calculation and reporting
Market Data
Real-time and historical market data feeds
Wallets
Cryptocurrency wallet management
Compliance
KYC, AML, and regulatory compliance
Compliance Automation
Automated deadlines, checklists, workflows, and regulatory filings
Family Office
Multi-generational wealth management
Portfolios
Portfolio management and allocation
Connectors
Monitor and manage system integrations
Smart Contract Feeds
Monitor blockchain data feeds and oracles
CRM
Customer relationship management and client engagement tracking
Sales
Sales pipeline, proposals, and commission management
Monitoring
System performance, health checks, and operational metrics
Social Media
Social media marketing campaigns and engagement monitoring
Helpdesk
Support ticket management and client service tracking
Signatures
Digital signature processing and document authentication
Positions
Position tracking and performance analysis across portfolios
Documents
Document management, storage, and version control
Reconciliation
Reconcile positions, trades, and crypto transactions across custodians and brokers