Ohpen - 2025 Pricing, Features, Reviews & Alternatives

Ohpen is a cloud-native core banking platform that offers modules for managing investment accounts and savings accounts, processing payments, preventing fraud, managing users, managing clients, and more. The platform can be configured to meet business needs and connected to the user’s frontend via API.

Designed specifically to facilitate the administration and management of retail investment and savings accounts, Ohpen offers features including suitability testing, discretionary asset management, deposit processing, and more. It supports the processing of both commercial banking payments and wholesale banking payments, and can manage transactions both to and from accounts. The Robo Advice module allows users to configure suitability testing parameters and manage model portfolios in order to assess risk. It also carries out automatic rebalancing based on variables such as fund weightings, lifecycles, market volatility, and more.

Other features of the Ohpen platform include anti money laundering tools, a built-in CRM (customer relationship management) module, reporting on metrics such as risk, client services, tax, and more, fund management, and more.