AI & automation for Swiss finance
Fund reporting your institution owns. Automated, every cycle.
Factsheets, performance, ESG and regulatory output, generated on schedule inside your own environment. Live at IST Investmentstiftung since October 2025.
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 Swiss financial companies, FINMA-regulated or not: investment foundations, pension funds, fund management companies and asset managers. The systems run in the client's own environment, on the stack it already uses, so data stays where the client already hosts it, for Swiss institutions typically in Switzerland. Its reference implementation has been live at IST Investmentstiftung since October 2025: automated monthly factsheets for 39 investment groups in scope, rolled out group by group.
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 the vendor, for a fee that recurs as long as you report.
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 accountable lead.
Delivery evidence
Evidence from production, not invented projections.
39
Investment groups in scope, rollout ongoing
20+ hrs → 3–4 hrs
Monthly reporting effort, internal estimate
IST Investmentstiftung
Client, live since October 2025
Who we work with
Built for Swiss institutions with a recurring reporting obligation.
Investment foundations, pension funds, fund management companies and asset managers that report on a fixed cycle, FINMA-regulated or not.
Choose the path closest to your institution:
FAQ
Questions Swiss institutions ask us
Do you specialise in Swiss financial institutions?
Yes. Swiss finance is our focus: institutions with a recurring reporting obligation, FINMA-regulated or not, from investment foundations and pension funds to fund management companies and asset managers. That focus is what lets us build inside a regulated environment without a learning curve.
Which problem should we start with?
Know your bottleneck? Start with reporting automation, typically when recurring factsheet, performance or regulatory output ties up experienced people. Not sure where to start? Start with the AI Assessment.
Can fund reporting be automated for a 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?
With one of two intro calls. Know your bottleneck? Start with reporting automation. Not sure where to start? Start with the AI Assessment: it maps your workflows, identifies the strongest business case and leaves you with a prioritised roadmap.
Ready to take the manual work out of your reporting cycle?
A short call to pick the highest-value starting point.