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 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
Portfolio and market data turned into branded, compliant client and performance reports on schedule.
02
Cut recurring vendor cost
Owned systems on tools you already use replace platform fees that scale with your book.
03
Free up senior time
Seniors review reports instead of producing them, and get back to research, allocation and client work.
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 portfolio and client reporting.
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. You own the pipeline, templates and logic, and it runs in your own environment, on the systems you already use, replacing external-platform fees that otherwise scale with every mandate. Market data still comes from your existing providers.
Do we own the system?
Yes, outright. The templates, calculations, and automation live in your own environment, so your data stays where you already host it, and the system keeps running without us.