Osmoze
Front-Office analytic solution built for
high-performance, flexibility and digital innovation
Cutting-edge capabilities
Monitoring
- Portfolios and benchmarks inventory
- Cash flow projections and monitoring
- Tailored indicators on stocks, bonds, futures, etc.
- Tracking of ESG criterias
- Risk indicators (Treynor, Sharpe...)
Decision-making
- Simulation: orders, stress tests
- Indicateurs specifiques : sensibilities, greeks
- Calculations of aggregates and averages
- Stock picking ou Bond picking
Operations
- Orders execution and follow-up
- Rebalancing with model portfolio or optimized custom solution
- Inventory and price reconciliation
Institutional
- Realized and unrealized gains / losses
- Provision calculation and tracking
- Cash-Flow monitoring, FIFO/LIFO or average operation stack analysis
- IRR, YTM, Yield Income, Rolldown yield, etc.
- Standard or specific SCR calculation
Common functions
- Look-through approach using benchmarks / custom proxies
- Constraints: UCITS IV, internals, programs and mandate instructions
- Multi-axis, multi-level and other customizable deep-analysis
Disrupting Ergonomics
- Complete customization of ergonomics
- Different views adapted to your role (asset managers, analysts, salesmen)
- Native Responsive interface for computer, smartphones and tablets
Digital Infrastructure
- Thanks to the "in-memory" technology :
- High-performance real-time management, increasing processing capacity
- Proprietary packaged financial modeling librairies
- Connection and data agregation, incorporating rules and specific functional controls
- Scalable and expendable models, rules and functions
Connectivity
- Access to multiple raw data sources
- Interfacing with various PMS (Neoxam Manager, SimCorp Dimension, Jump, etc.)
- Real-time interfacing with a large range of data providers: Bloomberg, Eikon Thomson Reuters, Six Financial
Osmoze, a financial solution with high added value
- All asset classes
- In-memory and real-time data access
- Cutting-edge technology
- Revolutionary, customer-centric ergonomics
- Rapid deployment
- Rich and intelligent connectivity
A breakthrough technology
Fully real-time server
Direct access to golden-source data
In-memory calculation for optimal performance
Modulary-based technology
Orchestrated by a patented intentional computation engine
Centralizing on the server-side all business rules and calculations
Providing performance and scalability
Innovative ergonomics
Turning Excel into a flexible front-end
Each application is structured into reusable modules
Rich Excel application for a new user experience
Transparency and audit trail
Origin and use of any data controlled and monitored
Detail and sequence of calculations for each result displayed
Strengths and advantages
Cloud /
On-Premise
Available on Azure (Microsoft Cloud)
Available On-Premise
Quickly customizable personnalisable
Custom workstation display for each user
Maintains all Excel analysis capacity
Financial Expertise
Implementing highly-complex financial rules
Leveraging the significance of strategic asset management decisions
