Make every portfolio decision
visible, structured, defensible.
Advisors resolve situations. CIOs see supervision gaps the moment they appear.
Amrachi turns portfolio monitoring into a structured supervision process — one priority queue, one decision workflow, one verifiable supervision history.
Every morning, advisors open one prioritized supervision queue.
Most firms supervise reactively.
Amrachi makes supervision continuous.
The operational gap is structural, not behavioural. Without a dedicated layer, supervision lives in memory, email threads, and spreadsheets — leaving management without a reliable view of what has been reviewed, what remains open and where attention is required.
Supervision is a layer, not a feature.
Portfolio management systems are built to track positions and report performance. CRMs are built to record conversations and relationship activity. Neither is primarily designed around the firm-wide supervision workflow: what required attention, who reviewed it, and what was decided.
Keep your existing PMS and CRM. Amrachi adds the supervision workflow above them.
What can require supervision?
Four steps. One daily habit.
From CSV import to full supervision record — built around how advisors actually work.
Connect portfolio data
Connect your CSV, PMS feed, or data source. Amrachi maps clients, instruments, and currencies automatically.
Evaluate continuously
Supervision rules continuously evaluate portfolio and market data. FX thresholds, equity drawdowns, and allocation drift — evaluated every cycle.
Review situations
A single priority queue ranks situations by client impact and urgency. No noise, no duplicates.
Record decisions
Every review becomes a permanent supervision record — timestamped and attributed to the reviewing advisor.
A market move becomes a supervision decision.
Prove the record hasn't been altered.
Every review leaves a verifiable record — situation, reviewer, decision, rationale, and timestamp. Management sees what happened across the firm. Anyone with the link can independently verify it without logging in.
Which version is right for your firm?
All plans include the core supervision workflow, decision history, and verifiable records. Select the scale that fits your team.
- ✓Review, decide, and record every alert
- ✓Tamper-proof supervision record
- ✓Audit log export (CSV)
- ✓1 year monitoring history
- ✓pricing.f_everythingStarter
- ✓Supervision coverage — spot gaps before they become blind spots
- ✓Advisor activity metrics — review speed & decisions
- ✓API read access (alerts, clients, events)
- ✓3 years monitoring history
- ✓Everything in Professional
- ✓PMS & CRM data integration — no CSV
- ✓SSO (SAML / OIDC)
- ✓White-label branding + custom domain
- ✓4h CET support response
The supervision record and FX-aware review calculations are in every plan. What scales with your tier is the number of clients supervised, monitoring history depth, and workflow capabilities. Need more clients above your tier? Overage pricing available — ask us.
How is portfolio supervision handled in your firm today?
Know what requires attention, what was decided, and where supervision gaps remain.
Early-access pricing is established with each firm. No credit card required to discuss.