2018
OSAM began building Canvas in earnest at the very end of 2018.
“we really started building canvas in earnest in late 2000, at the very end of 2018.”
Topic
Canvas
5 facts from 1 episode, in date order. These are what speakers said on the shows, each linked to the moment it was said. They aren't independently verified.
Undated
OSAM spent about ten years replacing third-party vendors with internally built software, which became the basis for Canvas.
“we built all this crazy infrastructure, ripping third-party vendors out one by one over 10 years, rebuilding a software solution internally to help us do our jobs.”
Undated
Canvas is a web-based portal that lets advisors design customized investment strategies, with OSAM handling the trading and implementation.
“It literally is our internal tools as a service to let you design extremely customized investment strategies through a web-based portal, which we then do all the trading and implementation on”
Undated
Canvas pricing uses a low minimum fee that rises on a sliding scale as the client's chosen settings depart from a basic index portfolio.
“And all we're doing is we establish a minimum fee, which is very, you know, very competitive with whatever and low.”
Undated
Patrick O'Shaughnessy says OSAM's Canvas effort had about five full-time engineers, though people assume about 30.
“it's full-time engineers, maybe five. I think people that see it think we have 30.”
Episodes