Integrations
Osyte
Connect Addepar to Osyte for seamless end-to-end multi-asset portfolio and liquidity management. Osyte pulls portfolio data from Addepar to power rebalancing, trading, cash forecasting, and private asset workflow management—all in one platform.
Easily Manage Your Multi-Asset Portfolios |
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Predict Cash Balances & Ensure Liquidity Needs Are Met |
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Simplify Private Asset Workflows |
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Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.
View Configuration GuideConnect Oyste with Addepar
The Addepar data needs to be authorized through OAuth. The end users will have the ability to initiate the connection but currently, it is through a manual process. Once the integration has been successfully authorized, the Osyte team will ensure all the required tokens and configurations are stored properly in the system to make API calls on behalf of the integration user.
Request Osyte Views
The Addepar data needs to be authorized through OAuth. The end users will have the ability to initiate the connection but currently, it is through a manual process. Once the integration has been successfully authorized, the Osyte team will ensure all the required tokens and configurations are stored properly in the system to make API calls on behalf of the integration user.
View Portfolio Details
The integrations will allow you to view total portfolio exposures across public and private market investments, including liquidity and settlement terms for all listed and unlisted assets. Additionally, users can view a cash ladder of all upcoming capital calls, distributions, allocations and redemptions to any fund investments, and any forecasted capital needs for private market commitments.
Who is Osyte for?
Osyte is multi-asset investment allocation and liquidity management platform for Outsourced Chief Investment Officers, Single-Family Offices, Multi-Family Offices, and RIAs. Osyte helps allocators make informed total portfolio allocation decisions across public and private markets, cash flow forecasting for private market commitments, portfolio rebalancing, trading and liquidity management automation for capital calls, distributions and other cash needs.
For more information about Osyte
Visit www.osyte.com
For Integration Support
Contact help@osyte.com