CACEIS is constantly working to enhance the OLIS client portal. The way users interact with it is changing rapidly and we are pushing ahead with key feature upgrades so the experience is more streamlined and intuitive, giving users greater independence.
Quicker and easier business management
Sabine Iacono
Group Head of Digital
OLIS offers a new selection of widgets for tracking operations and investment flows, displaying information in real time and highlighting any upcoming deadlines for better-informed decision-making. Such clearly-displayed and timely information is a key part of what makes OLIS such an easy-to-use and efficient tool.
Sabine Iacono, Group Head of Digital at CACEIS notes that, "providing clients with up-to-the-minute data on their operations is a top priority and with every upgrade we make, OLIS becomes an even more useful tool for clients".
In terms of OLIS depositary statements, our custody experts have helped with a full redesign, which brings in a smart filtering tool along with clearer document and site layouts. This work should significantly reduce the need for users to contact our support desk.
Newly empowered access administrators
OLIS now authorises your own access administrators to manage access rights for existing users and create new users with their own specific access rights. Later this year, we will also be extending this to permissions management. We are also rolling out online forms to cut down on emails and simplify the entire procedure of user creation, and setting up access and permission rights.
"This ‘self-service’ approach is far more efficient for clients and for CACEIS - and being empowered to ‘do-it-yourself’ streamlines the entire process," explains Sabine.
A full overhaul of the payment system
A drive to revamp our payment system will bring benefits in terms of security as well as increases in speed and transparency. The modernised system will switch over to a new IT platform that also offers major advantages in terms of robustness and scalability.
In combination with the new platform, we have also worked to simplify processes, making tasks far easier to carry out for those using it on a daily basis. In response to client requests, we’ve launched new features such as rejected payment management, enhanced payment status tracking and payment validation with fewer steps. The upgraded dashboards now show both file integrations and payments in real time so you can identify issues and resolve them much faster.
This major overhaul provides much clearer overviews of all your key payment-related information, while offering major gains in terms of operational efficiency.
A better experience on the OLIS app
With a growing number of clients using OLIS via our iOS and Android app, our developers have been working on features to make it even better. The app now offers stronger security protections, while benefitting from upgrades to the UI and in terms of responsiveness – and is now better-suited to launching additional mobile-focussed services throughout 2026.
Clients across the world use the OLIS app for its accurate and timely information needed to efficiently manage day-to-day business activities.
A unified notification centre
To raise the quality of our communications, during 2026 we will implement a unified notification centre that brings together OLIS’s website, mobile applications and API interfaces.
Users will receive unified real-time notifications on all three channels for essential tasks and key events, such as NAV and payment validations, and alerts for potential investment policy breaches. The new notification system should have a significant positive impact on user response times while further reducing operational risk.
"Innovation is not just about new functionalities and our notifications centre demonstrates this. It ensures clients are informed about relevant tasks or events as soon as they occur - or even proactively in the case of imminent investment limit breaches," concludes Sabine.
User-Driven Innovation
All these developments on the OLIS platform show our commitment to enhancing the client experience through powerful and intuitive technology that fosters client autonomy and data security. Over the coming months, the Digital & Innovation team will continue to trial new features and tools, including AI-powered technology, to assist our clients in accessing and analysing data, to better meet tomorrow’s challenging business environment.
