Solutions · Fund management companies
Automation for Swiss fund management companies.
Owned reporting and operational automation for Fondsleitungen, built FINMA-aware, on infrastructure you control.
Solutions
What gets in the way
01
Investor reporting and fund administration outputs are produced manually under tight regulatory deadlines.
02
Reconciliations and document workflows tie up skilled people every cycle.
03
Adding mandates multiplies the operational load instead of reusing it.
Solutions
How we help
01
Automate investor reporting
A reporting layer that turns fund and valuation data into investor-ready outputs on schedule.
02
Streamline operations
Reconciliations, document workflows and routine processes automated, freeing skilled staff.
03
Build it FINMA-aware
Data that stays in your environment, auditable logs and documented handover, built in from the start.
Proof
Amula AI's reporting pipeline has been live at IST Investmentstiftung since October 2025, across 39 investment groups in scope. The same owned approach applies to fund administration outputs.
Solutions
Questions, answered
Can you automate investor and fund reporting for a Fondsleitung?
Yes. We build a reporting layer that turns fund accounting and valuation data into compliant, investor-ready outputs on a scheduled basis, inside your environment.
What about reconciliations and document workflows?
These are a core part of process automation: we automate the repetitive operational work (reconciliations, document handling, routine internal processes) that ties up skilled people every cycle.
Is the automation auditable?
Yes. We build with auditable logs and documented handover so each step that influences a regulated process can be reconstructed after the fact.