Solutions · Investment foundations
Reporting automation for Swiss investment foundations.
Bring factsheet, performance, and ESG reporting fully in-house — owned, automated, and scaled across every investment group.
Solutions
What gets in the way
01
Reporting runs across many investment groups on monthly and quarterly cycles, consuming senior time every period.
02
An external data provider holds your reporting format and your data — and underdelivers when you need a change.
03
Each new investment group adds manual effort that doesn't scale.
Solutions
How we help
01
Bring reporting in-house
We rebuild your factsheet and performance templates inside your own environment, on the Microsoft stack you already license — so the format and the data are yours.
02
Scale across investment groups
We roll the templates across every investment group and share class, so new products plug straight in instead of adding manual work.
03
Automate the cycle
Scheduled, hands-off generation turns a multi-day manual close into near-automated output your team reviews rather than produces.
Proof
At a leading Zurich investment foundation, we automated monthly factsheet and performance reporting across 39+ funds — turning a multi-day manual process into near-automated, owned output.
Solutions
Questions, answered
- Can you take reporting off an external data provider?
- Yes. We rebuild the factsheet and performance templates inside your environment and automate generation from your own data, so you no longer depend on a provider that holds your format and underdelivers.
- Does this work across many investment groups?
- Yes — scaling across every investment group and share class is the core of the work. Once the templates exist, new groups plug in without adding manual effort.
- Do we keep ownership and Swiss data residency?
- Yes. The system lives in your environment with Swiss data residency, and you own the templates and automation outright.