Portfolio Supervision Platform

From portfolio situations to
review, decision and follow-up.

Make portfolio reviews, decisions and follow-ups visible, structured and traceable.

Advisors see what requires attention. Management sees what remains open.

One priority queue — each surfaced situation ranked by client impact and urgency.
See how it works
Built for regulated wealth managers
Works with your existing PMS & CRM · No replacement required
CSV import — no PMS integration project
Amrachi · Portfolio Supervision
Portfolios covered
75 / 75
Reviewed (24h)
8 / 11
Pending decisions
3
Oldest unreviewed
47 min
Situations to review 3 open
Schmidt GmbH
USD/CHF — 48% exposure
−CHF 82k
Review
Weber Family
Equity drawdown >5%
−CHF 47k
Review
Novak Capital
Nestlé −8.1% — held position
−CHF 31k
Review
72 other portfolios — clear ✓
Last evaluated: moments ago✓ Record verified
Illustrative product preview — sample names and figures
Coverage · Prioritized attention · Decision evidence
👤
Advisor
Know what requires attention today.
🏛
CIO / Investment
Know investment events translate into consistent client-level review.
📊
COO / Management
Know required reviews have owners — and see where supervision is incomplete.
🔒
Compliance / Risk
Retrieve the decision history and evidence behind supervision.
Every morning, advisors open one prioritized supervision queue.
  1. Detect
    A market-driven portfolio situation is detected
  2. Impact
    Client impact assessed
  3. Review
    Relevant portfolios reviewed
  4. Decision
    Action or no action recorded
  5. Evidence
    Supervision history preserved
Illustrative example

A market move becomes a supervision decision.

Nestlé −8.1%
Detect
Nestlé −8.1%
Exposure
47 client portfolios
CHF 21.4m exposed
Impact
12 materially affected
4 high priority
Review
Assigned to responsible advisors
Decision
Hold · Contact client · Rebalance · No action
Evidence
Reviewer · timestamp · rationale · portfolio context
Illustrative example — not real client data.
What CIOs see

Monday 08:04. Three gaps exposed.

Amrachi · Monday 08:04
3 gaps
Clients supervised
91%
9 without active alerts
Alerts awaiting review
6
Oldest: 42 hours
Reviewed this week
23 / 29
79% coverage
Open supervision gaps
Schmidt GmbH
USD/CHF alert — 42 hours unreviewed
Weber Family
Drawdown threshold — 18 hours
Novak Capital
No active alert rules configured
Amrachi keeps these open items visible until they are resolved.
01
Open work stays visible
Configured conditions and unresolved reviews remain visible until they are closed.
02
Ageing reviews are named
Owner, situation and elapsed time stay visible until the review is resolved.
03
Evidence is already there
Portfolios already reviewed carry their full decision history.
Works with your existing PMS and CRM. No replacement required.
How Amrachi complements your PMS →
Market events · Client impact · Supervision gaps
Explore what can require supervision →
Decision records & evidence
Independent integrity verification · no login required

Prove the record hasn't been altered.

Every review leaves a record — situation, reviewer, decision, rationale, and timestamp. Management sees what happened across the firm. Anyone with the link can independently verify that the evidence chain is intact and unaltered — without logging in.

Every completed review enters a tamper-evident supervision record.

✓Situation identified
✓Portfolio context & client impact
✓Reviewing advisor
✓Decision — action or no action
✓Rationale
✓Timestamp — date, time, attribution

Every record is hash-chained; the chain's integrity is independently verifiable without logging in.

Share the verification link with an auditor or authorised reviewer so they can independently confirm that the evidence chain has not been altered. No account required.

How verification works →
Supervision record · Schmidt GmbH
ClientSchmidt GmbH
SituationUSD/CHF exposure — threshold crossed
Impact−CHF 82,400
AdvisorP. Durand
DecisionNo action — long-term mandate
Recorded14 Apr 2026 · 09:42 CET
StatusVerified ✓
amrachi.ch/verify/amra_…
No login required
Illustrative supervision record · Maison Durand Gestion
Chain integrityVerified ✓
Records anchored76
Verification window13 Apr 2026 · 00:15 UTC
Latest external anchorVerified
This link is shareable. No account or login required — share with authorised reviewers.
Independent verification

Independently verifiable · Role-based access · Traceable history · Firm-level isolation

Verify a record →Methodology →Security →
🇨🇭
Built in SwitzerlandDesigned for boutique EAMs and wealth managers
🔗
Read-only monitoring layerNo trading or write access · works alongside your PMS and CRM
🔒
Data processor, not a regulated entityYour firm remains the regulated party
Plans

One plan. Priced with your firm.

Every firm gets the full supervision workflow, decision history and tamper-evident records. Early-access scope and pricing are agreed individually based on the workflow being tested, portfolio scale and implementation requirements.

Early Access
Portfolio supervision platform — configured for your firm.
Pricing is agreed per firm based on the workflow scope, portfolio scale and implementation requirements.
Available in Early Access
✓Supervision queue — situations ranked by client impact and urgency
✓Review, decide and document each supervision situation
✓Automatically prepared supervision context
✓Supervision coverage — spot gaps before they become blind spots
✓Email & daily digest notifications
✓Tamper-evident supervision record
✓Independent integrity verification — public link, no login
✓Audit-log CSV, PDF & evidence-pack export
✓Portfolio import — CSV, or API integration scoped to your implementation
Get started
Early Access — Scope and pricing are agreed individually based on the workflow being tested, portfolio scale and implementation requirements.
Discuss your current workflow →

Early-access scope and pricing are agreed individually with each firm.