i⁵ Optimum™

Not Just Another “Web-Based” Solution

At Market Resolve^SM, we get process. We understand that it's critical to a thriving business.

With a combined 100 years of financial services operational experience, we know how to help you define process, manage control points, mitigate operational risk, and measure efficiencies – all with one seamless application, i⁵ Optimum™.

Change is a big part of your business and an area in which we provide special value. Managing your operational procedures with i⁵ Optimum allows you to mitigate risk through real-time data collection and reporting. The software provides you with up-to-the-minute updates of your operations. The core-centralized repository is optimized for global distribution. It is robust enough for easy upload and export of data from any of your locations around the world.

We recognize that your organization's needs are highly specific and must be tended to accordingly. Workflow and process design must be flexible enough to cater to a dynamic and competitive marketplace.

Real-Time Results

Imagine an all-in-one financial services application that continuously monitors and tracks your organization's vital control points by monitoring process and workflow so you can keep an eye on the bigger picture. Uniquely positioned for real-time updating, i⁵ Optimum dynamically evolves with procedural shifts and organic changes your company faces on a day-to-day basis. This ensures your business runs smoothly, and it allows for automatic distribution of updated information as policies and regulations are modified.

i⁵ Optimum deploys the procedures and associated tasks defined by your business structure. The application integrates fully with your legacy systems to provide cross-platform and global support, supplying real-time updates on potential issues and alerting users of any critical stoppage in workflow. This approach allows you to make the most informed decisions, mitigate risk, and respond to your team in a timely manner without bottlenecks.

But How Does It Work?

Your organization assigns a manager, approver(s), editor(s), and subscriber(s). From there, key controls (pre-defined procedures and organizational structures) are imported or created on i⁵ Optimum. Need some help with creation or documentation? We offer full documentation and workflow design with customizable reporting.

Key controls and procedures can be uploaded into i⁵ Optimum from any format. The end result is an efficient and comprehensive procedural documentation, assignment of tasks, monitoring of workflow controls, and tracking of major activities and actions using a simple interface – a dashboard. We let you decide how much or how little you want to monitor through flexible and customizable dashboard views. You will have the cross-functionality to link to references or governance and compliance documentation, hide procedures, and schedule reviews of procedures, workflows, and control points.

User-defined notifications alert managers of pertinent issues, and users are sent reminders of required tasks and updated business rules.

Intelligent Implementation

i⁵ Optimum stores your valuable information in a centralized, controlled repository that sits securely behind your firewall; or, we can provide i⁵ Optimum via ASP or SaaS. No matter which delivery method you choose, our security protocols ensure your data remain confidential, safe, and private.

i⁵ Optimum records and tracks all actions to allow for accessible audit trails, reporting structures, and investigations. Reports can be generated based on an array of options including individual or application-specific activity. Our reporting structure set-up reduces the time and money spent on audits. Auditors can easily access specified data from one location and test all procedures, policies, and workflows directly from i⁵ Optimum since all the data is stored centrally and linked to workflow and control points.

Whether you're starting a Hedge Fund, expanding geographically, launching new products, integrating organizations, implementing new control points, or just gaining control by getting back to basics, i⁵ Optimum is your best option for intelligent operational management.

For information about a no obligation demonstration please click here.