Your Intelligent Portfolio Assistant
Arminius connects directly to your Portfolio Management System and automates daily workflows - from meeting preparation to compliance monitoring - so relationship managers can focus on what matters most: their clients.
Powered by MCP integration, the agent accesses real-time portfolio data, generates briefings, drafts communications, and answers complex cross-portfolio questions instantly.
Use Cases
- Meeting Briefing
- Sending Emails
- Daily Briefing
- Portfolio Questions
- Cross Portfolio Questions
- Compliance Breach Checking
Benefits
Faster Meeting Preparation
Generate comprehensive client briefings in seconds, pulling the latest portfolio performance, recent activity, and actionable insights.
Proactive Compliance
Continuously monitor portfolios for compliance breaches and regulatory violations, alerting managers before issues escalate.
Instant Portfolio Intelligence
Answer complex questions across single or multiple portfolios instantly - no more manual data gathering or spreadsheet analysis.
Connect Your Data via MCP
Arminius integrates with your Portfolio Management System through the Model Context Protocol (MCP), enabling secure, real-time access to portfolio data without moving or duplicating it.
Supported Systems
All OpenWealth members are supported out of the box through our standardized OpenWealth MCP.
Explore the OpenWealth MCPFrom Question to Answer in Seconds
See how relationship managers use Arminius in their daily work
Meeting Briefing
"I have a meeting with Chloe Keller in 5 minutes - give me the full briefing on her portfolio, compliance status, and what to talk about."
Cross-Portfolio Search
"Across all my mandates, who holds Nestlé and how large are the positions?"
Concentration Risk
"Show me the biggest cluster risks across my entire book."
Compliance Check
"Which of my mandates are currently breaching their investment guidelines, and what's the cause?"
Stress Scenario
"If the EUR drops 5%, which clients are hit hardest?"
What-If Simulation
"What happens to the allocation if I sell Nestlé in the Müller mandate?"
Ranking
"Rank all my mandates by year-to-date performance against their benchmark."
Neglected Mandates
"Which clients haven't I been in touch with for over three months?"
Morning Briefing
"Give me today's briefing: markets, overnight guideline breaches, today's meetings, and overdue follow-ups."
Meeting Notes
"Here are my notes from the Keller meeting - extract the topics, follow-ups with due dates, and the next appointment."
Follow-up Dashboard
"What follow-ups are due this week, and what's already overdue?"
Email Generation
"Create a simple, personalized summary of Frederik Boehmer's portfolio and send it to him in a short, personal email."
Quarterly Reporting
"Prepare the quarterly report data for Boehmer, including performance attribution and a draft commentary."
Conversation Starters
"What are the usual small-talk topics with Chloe Keller to get the discussion started?"
Client Segmentation
"Show me all mandates with a conservative risk profile and AuM above CHF 2 million."
Audit & Compliance
"List all guideline breaches this quarter with timestamps and current status for the audit review."
Ready to supercharge your portfolio management?
See how Arminius can automate your daily workflows, improve compliance monitoring, and give your team instant access to portfolio intelligence.
Request a Demo