Antevo Mandates
Your clients entrust you with more than a portfolio. Begin each morning with a clearer perspective on the relationships that need your attention.
Explore the morning reviewEnter the deskIllustrative desk. Fictional client records.
01 / A daily discipline
Attention begins with understanding. What has changed? Which client does it touch? What deserves a closer look?
Antevo brings the relevant development, client context and supporting record into the same review.
Antevo Mandates is a morning review for independent asset managers (EAMs), family offices and wealth teams. Each day it shows what changed, which client and mandate it touches, and the record behind it, so your firm’s own assessment sits beside the relationship. Firms begin with a focused pilot; scope and terms are agreed afterwards.
02 / The morning review
Select an illustrative client to read the context behind the review.
The context / Illustrative
The sample position represents 14.2% of the book against a 10% mandate limit. Review the holding alongside the client’s policy.
Holding weight / Sample policy limit
03 / The record
Bring evidence into the client discussion. Keep your own assessment and the reasoning that supports it close to the relationship.
04 / Working together
For external asset managers, family offices and wealth teams. Begin with a focused pilot.
Your priorities, your workflow and the shape of your book.
A selected set of mandates and questions for the pilot.
Review the relevance and quality of the intelligence.
Agree the scope and pricing that fit your practice.
05 / Questions
External asset managers, family offices and wealth teams who look after other people's portfolios and want to begin each day knowing which relationships need attention.
It brings the relevant development, the client it touches and the supporting record into one review: what has changed, which mandate it bears on and what deserves a closer look.
No. Antevo is intelligence for your review. Your assessment, the reasoning behind it and the conversation with the client stay with your firm.
Antevo runs on Microsoft Azure in Switzerland, with records, documents and encryption keys held in the Switzerland North region. Some specialist services, such as sign-in and AI processing, may handle data outside Switzerland; our privacy policy sets out how.
With a focused pilot: a conversation about your priorities and workflow, a selected set of mandates, a daily review of the relevance and quality of the intelligence, and then the scope and pricing that fit your practice.
Yes. Each client book is tested against historical and hypothetical scenarios, a what-if view shows the effect of a change before it is made, and a firm-wide view ranks the book by where the worst case lands.
See a sample client-book stress test