Grow Assets Under
Management

Without Hiring More Staff!

Automation. Insights. Actions.

Future is now.

A Single Investment Technology Platform

For OCIOs & Asset Allocators!

OSYTE is purpose built for OCIOs

OSYTE for Portfolio Management
  • Single dashboard for ALL your client portfolios
  • Investment teams can be assigned to distinct groups of clients
  • Daily validated multi-asset exposure view across all portfolios
  • Customizable asset class hierarchy
  • Proxy valuations to estimate daily NAV of commingled funds or other assets that are not valued daily
  • IPS guideline monitoring and oversight
  • ‘What-If’ tools to analyze rebalancing, cash flows or other asset allocation changes
  • Capabilities to manage ETFs, futures, or other exchange traded assets internally
  • Security master that supports holdings details for internal and external manager allocations
  • Connectivity from portfolio management to trade management to order management system, and straight through processing of all trades and allocations
OSYTE for Operations
  • Automated data extraction from multiple sources with data validation & error resolution
  • Oversight of all client data, accounts, trades, cashflows in a single system
  • Trade management and operational workflow processing across multiple trade types including manager allocations and exchange traded securities. 
  • Customizable trade workflows with risk controls and audit trail
  • Automation of LOD/LOI/subscription documents – Document creation, e-signatures, and communication to Custodians & Managers
  • Systematic cash management for capital calls, benefit payments, and other flows.  Automated cash flow matching and settlement for trades and cash movements.
  • Move off spreadsheets onto a system that is designed with your team in mind
OSYTE for Risk Management
  • Reduce risks of distributed workflows, manual processes, and spreadsheets
  • Compliance management and guideline monitoring
  • Audit trail of every trade proposal, approval, execution, and settlement
OSYTE for Client Service
  • Digital client service portal for OCIO’s clients to access ONLY their portfolio information and reports published for their fund
OSYTE for CTO/Internal IT Team
  • Secure, scalable, and highly available cloud-based SaaS platform
  • Replace multiple disjointed systems  with a single unified front, middle and back office solution
  • Decrease technology costs. Increase technology ROI

Benefits of OSYTE

Reduce Operational Costs

Scale Investment Decisions

Improve Risk Management

Future of OCIO Investment Management

A single technology platform for Front, Middle & Back Office Functions

Process before OSYTE
  • Manual data extraction, transformation and loading (ETL)
  • Highly manual, spreadsheet based portfolio rebalancing and cash flow allocations / redemptions
  • High opportunity costs from delayed implementation and difficulty monitoring IPS guidelines
  • Extremely tedious cash and trade order management with significant risks and high costs of manual oversight from key staff
  • Disjointed tools and spreadsheets
Process after OSYTE
  • Automated and machine learning empowered ETL process with data validation prior to loading.  Substantial time and cost savings for the Operations team.
  • Automated and machine learning empowered data extraction, validation, transformation, and loading
  • Detailed client exposures and asset allocation across all portfolios every single day.
  • Single source of oversight and guideline monitoring
  • ‘What-If’ analysis, rebalancing, and portfolio management capabilities
  • Ability to react to market dislocations and implement investment ideas in a timely manner
  • Straight through processing of investment decisions to trading and implementation.
  • Systematic cash management, automated trade processing, and auditable workflows with role-based approvals. 
  • Reduced risk of errors, increased productivity, and effective risk management
  • Unified investment workflow process in a secure, scalable, cloud-based technology platform

Stories and Insights

Human Machine Collaboration

It’s time to reap the benefits of technological advancements funded by your own investment allocations.

What’s in a Name?

If you are curious why we are called Osyte and how to pronounce it, then wait no further.  Check out why we are called what we are called and what it means to multi-asset investors.

Story Time

‘What’s your story?’ can lead to meaningful conversations in any realm.

Mission & Values

Our mission is to enable better investment outcomes through human-machine collaboration in investment decisions and implementation. We will pursue this mission by living our core values of collaboration, contribution, integrity, and growth mindset.