Portfolio monitoring that doesn't stop at the alert.

Your PMS detects a market move. Now what?

A position drops 8%. Your monitoring system fires an alert. An email arrives in an advisor's inbox — or perhaps a shared distribution list.

Now a set of questions arise that monitoring systems often don't answer consistently across the firm:

• Which of the 80 portfolios holding this position are materially affected?
• Which client is most exposed — in their base currency, against their mandate?
• Did the relevant advisor see the alert?
• Did they review the affected portfolios?
• What decision did they make — and why?
• Can you reconstruct what happened later?

These questions define the gap between portfolio monitoring and portfolio supervision.

From market event to supervision record

Illustrative example — not real client data.

Where traditional monitoring stops — and where supervision begins

Monitoring tells you what happened.
Supervision tells you what requires attention — and whether it was handled.

How Amrachi works alongside your existing monitoring

Amrachi is not a replacement for your PMS or existing monitoring tools. It is the structured supervision workflow above them — reading from your position data and adding a dedicated decision and supervision workflow above monitoring.