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Optivest automates multi-custodian data aggregation, real-time analytics and intelligent portfolio rebalancing so wealth managers can focus on business growth and client satisfaction.
Bridging deep financial market experience with modern technological innovation.
Optivest Technologies Ltd. is a software company based in Ramat-Gan, Israel, founded by Amir Hezroni, a veteran portfolio manager.
Having experienced firsthand the operational bottlenecks, fragmented custodian data, and time-consuming manual spreadsheets that burden investment teams, we set out to build a comprehensive solution. We combine deep financial-market expertise with modern technology to develop software solutions designed to make complex financial workflows more efficient, intelligent, and accessible.
Our mission is to bridge the gap between finance and technology by building practical, innovative tools that help wealth management professionals make better-informed decisions, streamline multi-custody operations, and work more effectively.
Replace fragmented legacy processes with a unified on-prem or cloud-based architecture.
Purpose-built tools to streamline every aspect of investment management.
Automate data collection from all custodian banks into a single standardized format. Includes real-time updates and active pipeline monitoring.
Track historical performance, monitor periodical P&L and analyze cash flows across portfolios and asset classes with customizable client reporting.
Deep-dive into dynamic asset allocation, sector exposure, geographic distribution, and risk factor analysis across complex client structures.
Generate model portfolios, receive automated rebalancing suggestions and identify deviations from portfolio allocation mandates.
Gain position-level insights, analyze market trend correlations, compute risk metrics, and identify actionable market opportunities.
Evaluate debt new issuances and secondary market bonds using proprietary criteria sorted by sector, credit rating, yield to maturity, and market benchmarks.
Before Optivest: Required 1 Portfolio Administrator, 2 Data Entry Specialists, 1-2 Investment Analysts, with compliance consuming portfolio manager bandwidth.
After Optivest: Reduced overhead to 1 Portfolio Administrator and 1 Investment Analyst. The Portfolio Manager's sole focus returned to investment strategy and client relationships.
Flexible packages engineered for growing wealth management practices.
Essential automation for foundational portfolio tracking.
Full suite automation for scaling investment firms.
Complete institutional power with custom evaluations.
Discover how Optivest converts hours of manual work into automated investment excellence.
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