Optive Trust Transfer Platform (OTTP)
Do you want to get rid of paper in your trust company? The Optive Trust Transfer Platform OTTP offers everything you need. Get the shredder ready.
Services at a glance
The demands in the fiduciary sector are high. A company often needs countless tools to manage its day-to-day work. Then there are the many legal regulations. All of this creates a huge mountain of paper, the storage of which requires a lot of space and extremely clever organization. This is becoming increasingly difficult and the desire for digital data exchange with clients is growing.
The unique platform serves as a hub for collaboration between the fiduciary company and its clients.
Depending on the package selected, it includes functions such as direct communication, the digital exchange of documents, structured filing, mobile access to data, workflows and creditors, legally compliant, audit-proof archiving and permanent access for customers to their documents.
Universal connectors for accounts payable automation ensure that it makes no difference whether an invoice is submitted physically or electronically and which ERP and FIBU system is used.
The Optive Fiduciary Transfer Platform OTTP includes everything a digital fiduciary's heart desires:
- Contract management
- Invoice management
- Digital personnel dossier
- Knowledge management
- FIBU/ERP/CRM interfaces
- ELO 4 Trust
- E-learning
- E-mail management
- Mobile apps
- Cooperation
- Customer access + web access
Take the first step towards less paper.
And as I said: get the shredder ready.
