OSYTE [O-Sight]

"Osyte significantly reduces the complexity, risk, and cost tied to managing multi-asset portfolios with public and private assets. With Osyte, Asset Managers can leverage AI to automate many portfolio management decisions and re-focus their time on the most high-value investment functions" - Charles Anselm, CFA - CEO & Co-Founder, Osyte

Exciting news for the Osyte team, our clients, and investors. As they say in Seattle 'It's always Day One'! https://lnkd.in/emmZKK5y

Connected by mutual client, BBR Partners, Canoe and OSYTE [O-Sight] are delivering integrated alternatives management solutions. Canoe brings in the alts data and Osyte helps clients make informed investment decisions across the whole portfolio (public & private markets) with that data. The partnership offers an easy implementation and onboarding process for clients, with each party delivering top-quality services related to their core competencies. “The partnership between Canoe and Osyte will help clients seamlessly leverage Canoe’s award-winning alts data management solutions with Osyte’s one-of-a-kind multi-asset portfolio management and liquidity management at scale solutions for alternatives and private asset commitments. The value of our partnership was immediately evident to mutual clients, like BBR Partners, and we’re excited to scale the delivery of that value to more institutions invested in alts.” - Charles Anselm, CFA – CEO & Co-Founder of Osyte. For more details on this new partnership, please visit: https://hubs.li/Q02HxD7J0 #AltsSmarter #CanoePartnerProgram

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Welcome to the April 2024 issue of the Latest News in Financial #AdvisorTech! This month's edition kicks off with the news: - SmartAsset launches a platform to help advisors buying SmartAsset leads to automate the follow-up and nurturing of those leads, from automated calls and text messaging to nurture emails, in an effort to lift lead quality and conversion rate - Orion has rolled out a new Estate Visualizer tool as an extension of its Orion Planning tools, potentially with the aim of reaching the next generation of wealth management This month also has a whole crew of new to the AdvisorTech Solutions Map: - Wealth Management GPT - LeadCenter.AI - ComparisonAdviser - Currence - WealthFeed - Wealth.com - OSYTE [O-Sight] - Reflect - leafplanner - Advisors Assistant - LaserApp .... and more!

According to Hedgweek's recent report, "Family Offices: A New Era of Growth," data aggregation across investments is the top challenge facing single-family (SFO) and multi-family offices (MFO). We would add Outsourced CIOs (OCIOs) to that group as well. This is common when it comes to multi-asset portfolio management and liquidity management. Osyte's clients have all faced these issues, especially when private markets and other illiquid investments are part of the asset allocation. Software platforms that have served this space for years have focused only on data & performance reporting and are not able to help SFOs, MFOs, and OCIOs with their multi-asset investment decision-making, liquidity, and trade implementation processes. Current solutions provide minimal help when it comes to multi-asset portfolio management, capital call management, illiquid asset trade management, and operations management workflows, where clients are left to deal with mostly spreadsheets and cumbersome manual processes. Osyte fills this industry core gap by providing a multi-asset portfolio management solution that integrates seamlessly with adjacent technology providers such as Addepar and Canoe Intelligence to improve efficiency, scale, and drive growth.