Blog | Matteo Morotti

2024

Liquidity Data Automation

Python-based automation that centralizes clients' cash balances from multiple banks, adjusting for pending trades and temporarily unbooked OTC structured products delivering a unified liquidity report that eliminates manual reconciliation and improves accuracy, operational efficiency and higher quality investment decisions.

M Matteo Morotti
July 25, 2024
4 min read
Official Bond Analysis

Automated Python workflow that consolidates a client’s multi-bank holdings and performs structured analyses across fixed-income and equity segments, delivering faster monthly reporting, improved data accuracy, standardized analytics, and significantly reduced manual effort.

M Matteo Morotti
July 25, 2024
5 min read
PDF Scraping

Python-based workflow that parses UBS account statements in PDF format, reconstructs end-of-month client portfolios (AUM, allocations, FX and gold exposure) and generates pre-filled Outlook emails with attached statements, replacing manual end-of-month summaries with a faster and more reliable process.

M Matteo Morotti
July 25, 2024
4 min read