AI & automation for FINMA-regulated Swiss finance
Fund reporting your institution owns. Automated, every cycle.
Factsheets, performance, ESG and regulatory output, generated on schedule inside your own environment. Proven across 39+ funds at IST Investmentstiftung.
Amula AI in one paragraph
Amula AI is a Swiss AI and automation consultancy based in Wollerau, Canton Schwyz. It builds automated reporting and data systems for FINMA-regulated financial institutions: investment foundations, fund management companies, asset managers and pension funds. The systems run inside the institution's own environment, with Swiss data residency. Its reference implementation automated monthly factsheet and performance reporting across 39+ funds for IST Investmentstiftung.
Where value gets stuck
Recurring reporting suffers from one problem: manual handoffs.
01
Month-end factsheets and performance reports pull senior people back into manual work.
02
External platforms cut the effort, but your data and process stay with a vendor you pay forever.
03
Every new fund or share class adds another manual cycle.
Where to start
Automated reporting, plus the work around it.
Why Amula
How Amula turns a business process into a working system
01
Close to the workflow
Built around the handoffs, approvals and exceptions your team actually manages.
02
Control stays with your team
Your data, review process and environment stay under your control.
03
Built through to operation
From process mapping to deployed, documented software, with a named senior lead.
Delivery evidence
Evidence from production, not invented projections.
39+
Funds automated
Multi-day manual close → automated
Reporting cycle
IST Investmentstiftung
Client
Who we work with
Built for Swiss institutions with a recurring reporting obligation.
Investment foundations, fund management companies, asset managers and pension funds that report on a fixed cycle.
Choose the path closest to your institution:
FAQ
Questions Swiss institutions ask us
Do you specialise in Swiss financial institutions?
Yes. We work with FINMA-regulated institutions that carry a recurring reporting obligation: investment foundations, fund management companies, asset managers and pension funds. The focus is deliberate: it is what lets us build inside a regulated environment without a learning curve.
Which problem should we start with?
Start with reporting automation when recurring factsheet, performance or regulatory output consumes experienced team capacity. If the priority is unclear or broader, begin with the AI Consultation & Assessment.
Can fund reporting be automated for a FINMA-regulated institution?
Yes. Factsheets, performance, and regulatory reporting suit automation because the data exists, the templates are stable, and the calculations are well understood. We build the pipeline inside your environment so output is generated on schedule and stays under your control.
Do you replace our existing systems?
Usually not. We design around the environment and processes you already run, connecting the pieces that need to work together and adding a purpose-built layer where the current workflow breaks down.
How does an engagement start?
If you already know the bottleneck, start directly with reporting automation. If you do not, the AI Consultation & Assessment maps the workflows, identifies the strongest business case, and leaves you with a prioritized roadmap.
Ready to take the manual work out of your reporting cycle?
A short call to pick the highest-value starting point.