Mandate-aware screening
Apply inherited halal rules, strategic context, and structural-risk posture directly to the discovery universe.
Step 03 · Wealth Management Workflow
Opportunity Discovery
Identify relevant investable names inside the inherited mandate boundaries.
Discovery should not begin from a blank screener. It should begin inside the mandate, ethical framework, and strategic posture already defined. This step narrows the investable universe into a disciplined shortlist before deeper research starts.
Professional output
A reviewed shortlist of investable candidate names that can move into institutional analysis with clearer fit and less wasted effort.
Input from previous step
Strategic allocation context plus inherited mandate filters
Output into next step
Shortlisted opportunity set for institutional research
Why this step exists
When discovery is disconnected from mandate logic, shortlist quality deteriorates because attractive names may still be misaligned with the client’s actual policy.
A good discovery desk helps advisors surface candidates efficiently, but also gives them a place to review and remove names before research effort is spent.
Shortlist quality matters because every downstream step becomes more efficient when the candidate set is already filtered for fit, not just excitement.
Strategic questions
Which discovery lens should govern the current idea search: growth, resilience, or emerging improvement?
Which structural-risk posture should screen out fragile names before research begins?
Which names belong in the live candidate funnel, and which should be removed before analysis effort starts?
How purepofo advisor supports this step
Tools and structure that make this step repeatable.
Each support block exists to make the workflow more disciplined, more consistent, and easier to carry from one decision to the next.
Shortlist review
Curate the live shortlist in a dedicated review surface, so candidate names can be removed, revisited, or sent forward intentionally.
Research handoff
Move only relevant candidates into institutional analysis, keeping the research desk focused on names that already survived mandate-aware filtering.
Why the handoff matters
This step strengthens the next investment decision.
In purepofo advisor, each step is designed to produce a professional output that the next step can use directly, rather than forcing the wealth manager to restart context, rewrite rationale, or rebuild controls.
Upstream input
Strategic allocation context plus inherited mandate filters
Downstream handoff
Shortlisted opportunity set for institutional research
