Asset Servicing Leader CACEIS and Fintech Heavenize Collaborate on OSMOZE Investment Platform

Asset Servicing Leader CACEIS and Fintech Heavenize Collaborate on OSMOZE Investment Platform

(IN BRIEF) Asset servicing firm CACEIS has partnered with fintech company Heavenize to offer OSMOZE, a decision-making dashboard for all asset classes, to management companies and institutional investor clients. OSMOZE provides portfolio managers with asset management and investment simulation tools to improve investment decisions and operational performance. The platform delivers key performance, risk, and solvency indicators for advanced portfolio analysis and provides a simple way for managers to monitor their investments. Its customizable and intuitive interface helps managers achieve maximum productivity and a high return on investment.

(PRESS RELEASE) PARIS, 13-Feb-2023 — /EuropaWire/ — CACEIS, the asset servicing banking group of Crédit Agricole and Santander, and Heavenize, a fintech specializing in front-office software, have partnered to provide their management company and institutional investor clients with OSMOZE, a decision-making dashboard for all asset classes. The platform, which is accessible through CACEIS’ subscription hub for fintech partners’ services, the Connect Store, equips portfolio managers with asset management and investment simulation tools to enhance investment decisions and improve operational performance.

OSMOZE is a modular and customizable solution that provides key performance, risk, and solvency indicators for advanced portfolio analysis. The platform enables managers to effortlessly monitor the performance of all their investments, enhancing productivity and maximizing return on investment. Its user-friendly and intuitive interface, available in Excel, Web, and API formats, ensures that managers have access to relevant information and analysis tools at their fingertips.

Through this partnership, CACEIS and Heavenize aim to offer their clients an advanced and comprehensive decision-making tool that delivers real value, aligning with the increasing demand for intuitive, data-driven platforms. By utilizing OSMOZE, management companies and institutional investor clients can streamline their asset management processes, enabling them to make better-informed investment decisions that drive operational efficiency and sustainable growth.

In conclusion, the partnership between CACEIS and Heavenize demonstrates a significant step towards enhancing the asset management landscape through innovation and technology. OSMOZE is poised to be an indispensable tool for management companies and institutional investors who seek to improve their investment decision-making process and drive growth.

José Chillan, CEO and Founder of Heavenize, said: “With this partnership, we offer CACEIS clients a turnkey solution for decision-making services with high added value, covering the entire front-office value chain.”

Sabine Iacono, Product Manager at CACEIS, commented: “The OSMOZE platform is available via the CACEIS Connect Store and meets our clients’ needs in terms of access to the innovative services of fintech firms. With this solution, our clients benefit from a customisable tool that is responsive, flexible and easy to integrate into their established workflow.”