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MEET OSYTE

Your Multi-Asset Engine For Smarter Investing. 

OSYTE helps RIAs and Multi-Family Offices eliminate manual processes and streamline portfolio management across public and private markets - so you can spend less time wrangling spreadsheets and more time driving client outcomes.

Why Firms like Yours Partner with Osyte

  • Efficient Multi-Client Management: Automate processes across numerous client portfolios, reducing transaction times by up to 95%, allowing more focus on strategic decision-making. ​

  • Advanced Asset Allocation: Access historical, current, and projected asset allocations, facilitating informed decisions and proactive client communication.

  • Integrated Rebalancing, Trading, & Liquidity Management: Rebalance portfolios including unlisted assets and private asset proxies, with a single click, optimizing based on asset class targets, liquidity terms, and cash flow needs.

  • Private Asset Oversight: Monitor commitments, capital calls, distributions, and pending transactions in one dashboard, enhancing transparency and risk management. 

  • Customizable Model Portfolios: Design and apply models incorporating illiquid and private assets across multiple client portfolios, with automatic interim target calculations.

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Automate Complex Rebalancing – Even with Private Assets

Rebalance across all your client portfolios in one click (yes, even with illiquid holdings). Osyte lets RIAs rebalance portfolios at scale using algorithmic logic based on asset class targets, liquidity terms, trade limits, and cashflow needs. Reallocate across hundreds of clients without sacrificing accuracy – or your sanity.

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Specify Trades, Let the System Do the Rest

You decide what to buy or sell. Osyte builds the optimal rebalance around it. Enter a few key trade decisions, and the system intelligently rebalances around your inputs – eliminating the need for full rework or manual recalculations.

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See Liquidity Terms Before You Trade

From redemption windows to notification periods, Osyte centralizes liquidity terms for every asset in your portfolios. Make smarter, faster decisions – and avoid the costly mistakes that come with outdated or missing data.

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Purpose-Built for RIAs: Managing Complexity at Scale

Grow Your Assets Under Management Without Growing Your Back Office.

RIAs today face the challenge of scaling operations while keeping teams lean. With mounting pressure to manage more clients, more asset types, and increasing complexity, your systems need to work smarter—not harder.

Respond faster to market changes, streamline rebalancing, reduce trade errors, and keep your team focused on what matters most: delivering value to clients.

Built for RIAs. Backed by Investors. Designed for Scale.