Daily fund movement alerts

How Tallify checks fund prices every morning against category thresholds and drafts a short factual notice to each consenting client for approval.

When it runs

Every morning at 07:30 South African time, after the overnight price load.

Thresholds

A fund's latest move is compared with a threshold for its panel category (a money market fund and an equity fund are not held to the same number). The practice can set its own thresholds per category.

What is drafted

For each affected client who has consented to receive updates, a short factual notice is drafted: which fund, how much it moved, and that no action is needed unless the adviser says otherwise. The notice carries the client's first name and the holding value and nothing else about them. Clients without consent are skipped and the skip is logged.

Claude drafts the notice from the fund's fact sheet and the movement, with a placeholder where the name goes; the first name is filled in on the practice server. If the request still holds anything that identifies the client after identity is removed, nothing is sent and the notice shows as withheld on the client's activity, with the reason.

Approval

Drafts wait under Approvals, Messages, with status drafted. Nothing is sent until a person approves it; reject discards it. The same fund and client are not drafted twice for the same movement.