Osmoze, by Heavenize
Combining data, calculations and language
in a single architecture.
The portfolio manager's Front Office cockpit, all the way into Excel.
Query all your data and tools without changing them, in natural language or with formulas.
Get a computed, explained, auditable answer, right inside the environment you already work in.
Our three-pillar
approach
Bringing together three layers that finance typically handles separately.
Your data lives in ten tools that don't talk to each other.
Data
All your data, aggregated without friction.
Natively connected to your PMS, fund administrator, market data sources and reference data. Aggregation happens inside the engine, in real time.
- SimCorp, Neoxam, CACEIS, Bloomberg, MSCI, etc.
- Configurable, traceable reconciliation, down to the position
- A single source of truth, in real time
One source of truth, immediately actionable.
Numbers you can no longer defend the moment they're questioned.
Calculations
All business calculations, precise and tailored.
Pricing, exposure, compliance, simulation, stress test, attribution: all business building blocks inside the engine, parameters exposed.
- Tailored: your methods, your parameters
- End-to-end explainability down to the data point
- The power of a server, right inside Excel
Trace any number back to its source with a single hover, instantly.
Your analyses are either late, or only approximate.
Language
AI in the same architecture as the calculations.
A model-agnostic LLM layer, with agents that invoke business modules as tools. The agent doesn't guess: it calls, reads, returns.
- Agents that call pricing, compliance, stress test
- Computed, explained, auditable answers
- The agent proposes, the portfolio manager validates
Your question in natural language, a computed answer, not an opinion.
Client cases
Five real-world deployments, built on 15 years in the Front Office.Osmoze is built for portfolio management teams, finance departments, risk and compliance functions that have outgrown the limits of generalist PMSs, critical Excel files and disconnected AI portals.
Featured client case
Three investment regimes in a single cockpit: from visualisation to order placement
A rare scope combining three regimes (private, collective, insurance) on a single architecture. Asset management subsidiary of a French insurance company.
End-to-end cockpit for an asset management team: multi-source aggregation, risk and compliance calculations, real-time monitoring, and direct order routing to the trading desk. From the start to the end of the decision process, in a single tool.
€2bn AUM · 40 portfolios · 12 portfolio managers, analysts & CFO office · 3 regimes · 13 asset classes · 1 unified cockpit
Balanced funds
Real-time monitoring for a large French asset manager: €20bn on Osmoze, 80 portfolios, 5 heterogeneous sources consolidated.
Insurance finance department
Steering cockpit for the finance department of a French insurance company (€300bn in assets).
Performance management
Real-time performance and investment strategy monitoring for a French asset manager.
Asset management firms and insurance companies that have deployed Osmoze
Natixis Investment
Managers International
(BPCE)
CNP Assurances
AFI-ESCA
Apicil
Asset Management
DOM Finance
(Balanced funds case)
Want to talk it over?
30 minutes between practitioners. We'll talk about your Front Office and AI challenges, not our catalogue.