Antevo

ANTEVO MANDATES / FOR WEALTH PROFESSIONALS

Know which client
needs you.
And why.

A morning review for independent asset managers, family offices and wealth teams. Client context and supporting evidence, ready for your assessment.

Arrange a walkthroughTry the sample review

Begin with a focused pilot. Scope and terms agreed with your firm.

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YOUR MORNING, IN FOCUSSAMPLE BOOK
08:00A clearer place to begin.
84Mandates
3To review
81Quiet for now
AAlder householdSingle-issuer concentrationReviewBBirch familyGeographical exposureReviewCCedar foundationCredit facility resetReview

Illustrative example · Fictional client records

Built around the client relationshipEvidence alongside each reviewCore records hosted in Switzerland

01 / TRY THE MORNING REVIEW

Three relationships.
Three reasons to look closer.

Select a client to explore the example.
All figures and records are illustrative.

SAMPLE REVIEW
Your firm makes the assessment.

02 / FROM REVIEW TO CONVERSATION

Less reconstruction.
More context.

See the sample stress test
01

Find the relationship.

Review the client book through the mandates touched by a relevant change.

02

Understand the exposure.

Read the position against its mandate. Explore historical and hypothetical portfolio scenarios.

03

Keep the reasoning close.

Bring the supporting record into your review and the next client conversation.

03 / BEGIN WITH A FOCUSED PILOT

Prove the fit.
Then set the scope.

Start with a selected set of mandates and the questions your team needs to answer. Assess the relevance in your own workflow.

Discuss a pilot

Scope and pricing agreed around your practice.

  1. 01

    Map your workflow

    Discuss your book, responsibilities and review process.

  2. 02

    Select the pilot

    Agree the mandates and questions to put in focus.

  3. 03

    Assess the daily review

    Evaluate relevance, evidence and usefulness with your team.

  4. 04

    Define the relationship

    Agree the wider scope and commercial terms.

BEFORE WE SPEAK

A few practical answers.

Who is Mandates built for?

Independent asset managers, family offices and wealth teams managing client portfolios. The starting point is a focused pilot around your firm's workflow.

Does Antevo make investment decisions?

Your team retains responsibility for assessment and decisions. Antevo brings relevant developments, mandate context and the supporting record into view.

Where is client information hosted?

Core records, documents and encryption keys are hosted on Microsoft Azure in Switzerland North. Some specialist services, including sign-in and AI processing, may process data outside Switzerland. See the privacy policy.

How is the service priced?

The pilot scope and subsequent pricing are agreed with your firm. A walkthrough is the starting point for discussing your requirements.

MAKE THE NEXT CONVERSATION COUNT

Bring your book into focus.

Arrange a walkthrough