Portfolio review memo: consolidate multi-custodian records without manual re-keying.
Monitoring client assets across multiple custodian banks requires hours of manual compilation. Cytria configures a workflow that normalizes valuation statements into an internal review memo, strictly adhering to Swiss confidentiality standards.
No confidential data required for the first conversation.
Three concrete workflows designed for your sector
Each workflow builds on your existing tools and methods to prepare outputs your team directly verifies.
Retrieve internal research and investment notes for a mandate
Macroeconomic analyses, investment committee memos and fund fact sheets accumulate across folders without a single search point. Together, we define the authorized internal repositories and access permissions. The workflow could surface relevant notes with their dates and references; the portfolio manager confirms currency and relevance before shaping any decision.
Assemble portfolio reporting and management committee packs
Preparing periodic reviews requires bringing together verified figures, asset allocations and market commentary into a polished template. We define your presentation structure and standard reporting templates together. The workflow could consolidate approved data into a draft presentation; the wealth manager verifies every metric and approves the document.
Prepare client reviews and structure subsequent follow-up
Before a client review, the advisor needs to review recent summaries, agreed mandates and discussion topics. Together, we organise authorized document sources in strict adherence to client confidentiality and FinSA rules. The workflow could prepare a concise briefing and a draft follow-up note; the relationship manager personally approves every recommendation and client correspondence.
How your team stays in control
For each selected workflow, we define together the permitted sources, access boundaries and human review checkpoint. No final decision or external communication happens without explicit sign-off from your team.
Other workflows for your team
Concrete applications sharing the same principle of human review before any decision or communication.
Corporate disclosures and shareholding synthesis
Gather public corporate disclosures, mandates and shareholder filings to prepare relationship background.
Review: Relationship manager validates client profile fit.
Liquidity events and succession signals
Detect liquidity events, succession announcements and corporate sales from official records.
Review: Commercial assessment prior to initiating prospect contact.
Prospect inquiry categorization
Categorize incoming prospect inquiries by asset profile and jurisdiction.
Review: Compliance officer confirms jurisdictional suitability.
Curated investment notes for qualified investors
Draft thematic macroeconomic perspectives from approved internal research files.
Review: Investment committee approves views prior to client communication.
Custodian document classification and routing
Categorize custodian transaction notices, tax vouchers and statements for operator review.
Review: Operations specialist verifies booking reconciliation.
AMLA compliance and discretionary mandate setup
Verify completeness of investor profiling questionnaires and KYC identity documentation.
Review: Compliance officer conducts final sign-off on opening file.
Internal investment governance playbooks
Rapid semantic retrieval across investment policy statements and risk guidelines.
Review: Managing partner supervises portfolio manager adherence.
FINMA and FinIA regulatory monitoring
Deep search across FINMA circulars, FinSA requirements and self-regulatory standards.
Review: Regulatory interpretation remains with internal legal counsel.
Investment philosophy and credentials presentation
Clarify advisory independence and investment scope for prospective family offices.
Review: Legal validation of fiduciary statements and credentials.
Start with your environment
An initial test can use internal research and approved material without a direct portfolio connection. CRM, PMS or other system access is defined and verified according to the actual need, with sources and dependencies documented.
How we could proceed
We first agree what needs to change and what is already known. We test a workflow when that will help us decide; if the scope is already clear, we can propose delivery directly.
Scope the work
Review the task, existing tools, available information and the decision to make next.
See the starting options →Test if needed
Try one agreed workflow, review the results with your team and decide whether to continue, adjust or stop.
See the focused test →Put it into use
If the scope or test supports it, agree the production work, responsibilities and support before implementation.
See deployment →Discuss a concrete workflow for your organisation
Describe one recurring search or preparation task. We define an initial scope and practical evaluation criteria.
We define the information the workflow may use, who can access it and which actions need review. Hosting, external services and handover conditions are specified for the selected deployment. The first conversation does not require confidential client, employee or beneficiary files.