Open Source Financial Infrastructure

Openfunds

The Next Generation AI-driven Fund Management Platform

What Openfunds do

Openfunds provides open source infrastructure solution to rapidly growing funds and institutional investors with the functionalities required for the entire trading lifecycle. These functionalities include intelligent order routing, complex allocations, algorithmic trading, risk management, and more. Openfunds also supports multi-asset and multi-market trading, in conjunction with Portfolio Management Systems (PMS). It can easily integrate with other systems and can be independently extended and deployed based on client needs.

Openfunds Trading System

The core system of Openfunds, including Market Signal Discovery, Pre-trading, Order and Execution Management System and Post-trading subsystems

Openfunds Quant Platform

High performance quant model research and execution platform, come along with revolutionary Strategy Model Marketplace design and unique benifit sharing mechanism

Openfunds Portfolio Management System

With Openfunds Portfolio Managment System, portfolio managers can easily monitor key performance indicators, risk measures, and investment analytics in one centralized location

Openfunds Copilot

With the power of specially fine-tuned Large Language Model and the state-of-art AI assistant, Openfunds Copilot becomes much more active and provides customized advice for certain user

Openfunds Trading System

Order & Execution Management System

As part of core Openfunds Trading System, OEMS is the centre of the whole system, traders are the key focused role in the design of this infrastructure.

Openfunds Quant Platform

Besides the quant tools the other platforms usually provide, Openfunds Quant Platform hosts a strategy models marketplace, providing users with a wide selection of pre-built quantitative trading models. Users can access and deploy these models, leveraging the expertise of other quantitative traders to enhance their own trading strategies

Openfunds Copilot

     Openfunds Copilot seamlessly integrates with commercial language models, leveraging their vast knowledge and capabilities to deliver tailored financial services. Additionally, Openfunds Copilot supports local fine-tuning of language models, enabling customization and optimization specifically for the financial domain.

Private Fund Sales Assistant

Copilot serves as an intelligent sales assistant for private fund sales, leveraging language models to provide accurate and personalized information to clients. It assists sales teams in generating investment proposals, conducting due diligence, and providing real-time insights to clients, enhancing sales effectiveness and client satisfaction.

Enterprise Internal Knowledge Discovery

Copilot enables seamless integration with internal knowledge repositories, allowing users to quickly search and retrieve information from enterprise databases. Leveraging advanced language models, Copilot can understand complex queries and delivers relevant results, empowering users to access critical insights and make informed decisions.

Industry Intelligence Analysis

Copilot harnesses the power of language models to analyze industry intelligence and trends, providing users with real-time market updates, competitor analysis, and regulatory insights. It enables users to stay informed about the latest market developments, identify opportunities, and make proactive business decisions.

Intelligent Data Chart Generation

Copilot facilitates the generation of intelligent data charts by utilizing language models to analyze and visualize financial data. Users can input complex queries or datasets, and Copilot automatically generates visually appealing and insightful charts, simplifying data interpretation and enhancing communication.