OPES Software is a global provider of investment management solutions for the financial services industry. By streamlining operations and data flows, our solutions enable financial institutions to mitigate risk, improve operational efficiency and identify growth opportunities.

Specifically, our solutions simplify the following:

-  IRS 1042-S Electronic Filing
-  FATCA Reporting
-  FATCA 8966 Form (Local Tax Authority Reporting)
-  Portfolio Management
-  Client & Dealer Management
-  Investment Fund Administration
-  Business & Fund Accounting
-  Compliance & Operational Risk Management
-  Core Banking & Wealth Management
-  Anti-Money Laundering

OPES Software

Org chart

Teams

Offices