Family office reduces analysis time by 80% with automated agents
A European family office managing multi-generational wealth integrated Gilito's API to automate their investment screening process, freeing analysts to focus on high-value decisions.
80%
Reduction in analysis time
3x
More opportunities identified
40 to 8
Analyst-hours per week
$50M+
Assets under management
The challenge
Rossi Wealth, a family office managing over $50M across three generations, employed two full-time analysts to screen investment opportunities and monitor portfolio risk. Their process was manual — spreadsheets, multiple data vendors, and weekly committee meetings to review 200+ positions. Producing a single actionable recommendation could take an analyst 4-6 hours, and time-sensitive opportunities were frequently missed.
The solution
Rossi Wealth integrated Gilito's API into their existing workflow, using webhooks to push strategy signals directly into their portfolio management system. Custom alerts were configured for regime changes, strategy rank shifts, and risk threshold breaches across all holdings. The team used Gilito's portfolio-aware feature to ensure recommendations accounted for existing positions and sector exposure. Weekly screening that previously took 20+ analyst-hours now ran automatically with daily updates.
The results
Analysis time dropped by 80%, from 40 analyst-hours per week to 8 hours focused on reviewing and acting on Gilito's prioritized signals. The team identified and acted on 3x more opportunities in the first quarter, and portfolio risk metrics improved across all three family portfolios.
“Our analysts now spend their time on what humans do best — relationship management and judgment calls — while Gilito handles the quantitative heavy lifting.”
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