Hireframe · AI teams, deployedAn AI back-office for independent portfolio managers.
Your clients hold accounts at several banks. Your team re-keys statements, writes reports and chases documents. Let the AI team prepare it all, while you keep the decisions.
9 jobs taken off your desk.
Each one runs on its own schedule or on request, and ends with a draft for your approval.
Multi-bank statement consolidation
Reads statements from every custodian as they arrive by email, PDF or Excel, Hebrew included, and fills your consolidation file.
Quarterly client reports
Drafts the quarterly letter and performance summary from your data, in the client's language.
KYC and document expiry
Tracks passports, declarations and risk questionnaires, and prepares reminders before they expire.
Briefings on your holdings
A morning note on the securities you actually hold, aligned with the TASE trading week (Monday to Friday).
Surtax threshold alerts
Adds up dividends, interest and realised gains across banks and flags clients approaching the Israeli surtax threshold.
Form 867 collection
Chases each bank for the annual tax certificates and checks that nothing is missing before filing season.
Bank fee control
Compares the custody and trading fees charged with the rates agreed in each mandate.
Records for the regulator
Keeps an organised trail of client communications and meeting notes, useful for ISA reviews.
Meeting notes and follow-ups
Turns your notes into a clean summary and the list of next steps, then reminds you of them.
Four documents in. One consolidated view out.
Three banks, two languages, a capital call. See the consolidated view and the four alerts a junior would have missed: surtax headroom, cash shortfall for a capital call, a fee above the mandate and an expiring passport.
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Also running a family office?
Consolidated wealth, capital calls, tax documents in every country and family meeting packs.
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A person, not a ticket queue.
Background in private banking and business analysis, in Tel Aviv. I see every day how much of a professional's time goes into statements, reminders and re-typing, and how little into the work clients actually pay for.
Hireframe is the service I wanted to exist: Geta.Team AI employees set up properly for your trade, and one person who knows your setup, meets you every month and answers when something breaks.
"The AI prepares. You decide. I make sure it keeps working."Book 30 minutes with Dan
See it on your own work.
A 30-minute call, then a 30-day pilot on one real task. You measure the hours saved.