Each business runs its own system
Consolidation becomes a monthly reconciliation exercise, and the group learns what happened weeks after it happened.
Entity to consolidated view
A group is not a larger brokerage. It is several businesses with different operating models, a shared client base they cannot safely share, and a board that needs one view across all of it.
Consolidation becomes a monthly reconciliation exercise, and the group learns what happened weeks after it happened.
The same investor is known to three entities, none of which can see what the others promised.
Entities need genuine boundaries; the group needs to see across them. Most systems force a choice between the two.
Each entity operates inside its own boundary with visibility defined deliberately rather than by accident of configuration.
A shared understanding of who the client is to the group, without exposing every entity's activity to every other.
The board sees the group as it is, on the same cadence as the businesses inside it.
Tell us how your business runs today and what is failing. If OSSOT is the wrong answer, we will say so — that is a cheaper outcome for you than a year of finding out.