Infrastructure for OCIO platforms
Many client mandates, one governed operating layer. Per-client policy and reporting, shared underwriting intelligence.
OCIO providers serve dozens or hundreds of distinct client mandates: endowments, foundations, family offices, pensions, healthcare systems. Each carries its own investment policy, governance, reporting cadence and disclosure regime. Running this on a portfolio system designed for a single fund quickly breaks. Reuben AI treats per-client policy and isolated reporting as first-class while letting the OCIO operate underwriting and research as a shared platform.
Mandate shape
One platform, many policies. Each client has their own investment policy, benchmark, concentration limits, exclusion list and reporting cadence. The platform needs to enforce each policy automatically at the allocation step.
Shared underwriting, isolated outcomes. Manager research, opportunity sourcing and diligence are leveraged across the OCIO. The resulting allocation, reporting and access must be isolated per client.
Governance scales by client. Some clients have an internal IC. Some delegate fully. Some require trustee sign-off on every direct deal. The workflow needs to flex per client without forking the platform.
Fee math is per-client. Fee schedules are negotiated per client and often include offsets, breakpoints and performance-linked components. Fee computation needs to run per-client against live data.
How Reuben AI serves ocio platforms
Per-client policy enforcement
Each client's investment policy is encoded once with benchmark, concentration, exclusions and reporting cadence, then enforced automatically at allocation.
Isolated reporting per client
Each client gets their own portal, reporting cadence and dashboard, while the OCIO runs underwriting and research from a single back office.
Shared manager research
Manager diligence, performance attribution and ongoing monitoring sit in a shared layer that every client mandate can draw on, with provenance preserved per allocation.
Per-client governance workflows
IC structures, approval thresholds, dissent capture and reporting cadence flex per client mandate, all running on the same governed platform.
Bespoke fee computation
Per-client fee terms including offsets, breakpoints and performance components are computed automatically from position-level data with full breakdown for client review.
Request a private briefing for ocio platforms
A working session with the founder and a senior engineer. No SDR funnel, no scripted demo. Walk through your mandate shape, governance layers, residency and reporting cadence against the platform live.
Request a private briefingCommon questions
How does Reuben AI handle per-client policies?
Each client's investment policy is encoded once with benchmark, concentration limits, exclusions and reporting cadence. Every allocation is tested against the applicable client's policy before it lands.
Can different clients have different IC structures?
Yes. Each client mandate runs to its own governance workflow with bespoke approval thresholds, dissent capture and reporting cadence, all on the same shared platform.
Is client data isolated?
Each client portal is scoped to their mandate only. Allocation, reporting and access are isolated per client, while the OCIO's shared underwriting and research sit in a layer above.
How are fees computed?
Per-client fee schedules including offsets, breakpoints and performance-linked components are encoded once and computed automatically against position-level data.