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Canvas

Profile

Canvas is the first investing operating system from the team at O’Shaughnessy Asset Management. It allows advisers to design, implement, and maintain deeply customized strategies for every client, all in individual separate accounts. Canvas provides better portfolios for clients, less operational burden for advisers and adviser firms, and unlocks more time for advisers to spend with clients and prospects. The future of investing sits at the intersection of technology and research: build your clients’ strategies on top of Canvas.