Value-First Team — Client Relationship

City Different Investments

Independent investment management — citydifferentinvestments.com

Small scoped project

Snapshot

What they do

An independent investment management firm in Santa Fe, New Mexico, working alongside financial advisors, registered investment advisors, family offices, consultants and institutions. They run strategies across fixed income, domestic, global and international equity, and private equity, and put clients in direct contact with the portfolio managers running the money.

Where this stands

A single scoped technical project rather than an ongoing engagement.

The relationship

A single scoped project. No dates are recorded for it, so no timeline is shown rather than an invented one.

Where they started

They needed two systems connected, and connecting them was the kind of task that otherwise gets done by hand, repeatedly, by someone whose job is managing money rather than moving data between tools.

What we delivered

  • A Zapier implementation connecting the systems they needed joined

What changed

Nothing recorded. This section stays empty until there is a before and an after to compare.

In a sentence

A small piece of automation that took a repetitive job off the desk of people whose work is investing, not data entry.

At a glance

Delivery

USS

Key contacts

No named contacts published here.