How Osaic found a payroll partner that understands them

When your business evolves, your payroll solutions should evolve with you. Osaic, one of the nation’s largest wealth management firms, discovered this firsthand through their eight-year partnership with OneSource Virtual (OSV).

After years of frustration with big-box payroll providers that offered generic support and impersonal service, Osaic's Senior Payroll Manager Ivon Dominguez was initially skeptical about working with a smaller provider. What she found instead was a partnership that would fundamentally change how her team approaches payroll management.

A partnership built on collaboration and trust

Unlike traditional payroll outsourcing relationships where you submit a ticket and hope for the best, OSV provides dedicated practitioners who work directly in your Workday tenant. For Osaic, this meant having consistent contacts who understood their unique needs, communication styles, and business goals.

As Osaic's payroll team grew from one person to three, their payroll solutions scaled right alongside them. They started with Managed Payroll, transitioned to Payroll Premium as their team gained confidence, and eventually moved to a lower service model — all without losing the collaborative relationship they'd built with OSV.

"It wasn't like, 'We cut you off,'" Ivon explains. "It's kind of evolved to us being able to do more with their help."

What makes this different

This isn't a story about switching vendors. It's about finding a true partnership where decisions are made together, support feels like an extension of your team, and flexibility is built into every interaction. Osaic's experience demonstrates what's possible when payroll solutions are designed around your needs rather than forcing you to adapt to a rigid service model.

Download the full case study to learn how Osaic achieved better work-life balance, reclaimed time for specialized processes, and built a relationship so strong that they've become OSV's biggest advocates — even recommending OSV for their benefits administration needs.