Solutions · Asset managers
Reporting automation for Swiss asset managers.
Automated portfolio, performance, and client reporting you own — so senior people manage money instead of producing decks.
Solutions
What gets in the way
01
Client and performance reporting is assembled by hand from several systems each period.
02
Recurring platform and terminal fees scale with every new mandate.
03
Senior people spend reporting days on production instead of investment work.
Solutions
How we help
01
Automate client reporting
We build the layer that turns portfolio and market data into branded, compliant client and performance reports on schedule.
02
Cut recurring vendor cost
Owned systems on tools you already license replace recurring external-platform fees that scale with your book.
03
Free up senior time
Automation moves your seniors from producing reports to reviewing them — back to manager research, allocation, and client work.
Proof
At a leading Zurich investment foundation, we automated performance and factsheet reporting across 39+ funds — the same owned approach applies to portfolio and client reporting for asset managers.
Solutions
Questions, answered
- Can you automate client and performance reporting?
- Yes. We build a reporting layer that assembles portfolio and market data into branded, compliant client and performance reports on a scheduled basis, inside your own environment.
- Will this reduce our recurring platform costs?
- That's a core aim. Owned systems built on tools you already license replace recurring external-platform and terminal fees that otherwise scale with every mandate.
- Do we own the system?
- Yes — outright. The templates, calculations, and automation live in your environment, with Swiss data residency, and keep running without us.