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Companies run on systems that don’t talk to each other. Roya brings them together.
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Flag · High
Financial Services
54.0% in one holding, and the plan to fix it hasn't run — Vanterpool Family
$48.6M of $90.0M · plan written Mar 11 · 191 days open
Drafted for you — unsent
Call brief for the Vanterpool review: the position, the plan that never ran, and the three options — ready to walk through.
Internal note · to the relationship manager
Assembling…
01 · The problem
No one system sees the whole picture. Roya does.
Custody
Vantage Grid Systems
$48.6M held
Portfolio
No single holding over 30%
mandate, signed at onboarding
CRM
Diversification plan
written Mar 11 · target 25%
Compliance
Household review signed off
no exception raised
02 · The product
Mornings look different with Roya.
Pick your industry
Today
Custodian
The positions
Portfolio system
The mandate
CRM
The plan, and the client
Compliance register
The restricted list
Four systems, opened one at a time. Nothing reads across them.
Financial Services
Run at 07:00
A breach, a drift, and $4.7M sitting idle — before the Monday review.
$21.6M sits above a limit the client set themselves.
- Assets
- $890.8M
- 40 households
- Past a mandate limit
- 3
- 2 open beyond 90 days
- Open findings
- 7
- 6 high
- Checked, nothing found
- 35
- this morning
Vanterpool Family · $90.0M, by holding
One name, against the cap they signed
What needs you
- High54.0% in one holding — Vanterpool Family$21.6M above the 30% cap in their own mandate, 191 days after the plan to fix it was written
- HighCurrency exposure past the mandate — Lindqvist Family27.6% against a 25.0% limit, and it moved overnight
- High$4.7M in cash with no reinvestment — Marchetti FamilyMatured and idle past the policy window
Nothing has been sent. Each one is waiting for a person.
03 · Your rules
Roya ties your existing business logic to automated work.
One question, on your definitions
What did we sell to Halloway Foods last month?
$1.96M
Decided by your team
The rules that produced it
- Includes
- Shipped orders, invoiced
- Leaves out
- Samples, staff purchases, returns
- Reads as one customer
- Halloway Foods Ltd and Halloway Foods (Northern)
Read from the systems alone, without those three rules, the same question returns $2.41M.
04 · The platform
Your intelligence works for you.
How the platform deploys
01
Connect
Roya deploys into your cloud account and connects to the systems you approve, read-only.
02
Say what you check
Your rules and thresholds, in your own words. No builder to learn, and no code written for you.
03
Your first morning
The view you saw above, running on your data — findings, drafts, and nothing sent without you.
Reading the systems you already run
Among hundreds of others.
05 · What changes
What a month looks like from here.
Where it goes today
- Writing the monthly report+6:00
- Checking six platforms for the same number+3:30
- Reconciling the three versions+4:15
- Asking a chatbot the same question four ways+1:45
What Roya automates instead
- Tue 5A supplier invoicing above contract at five propertiesDrafted · waiting on Five general managers
- Fri 854% of one household in a single holding, against a 30% cap they signedDrafted · waiting on The relationship manager
- Wed 14Two of four plants below their margin plan after power moved overnightDrafted · waiting on Procurement and the energy team
- Mon 19An account's sales down 14.2% on the week, with no promotion runningDrafted · waiting on The account team