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
We build the reporting layer that turns fund and valuation data into investor-ready, compliant outputs on schedule.
02
Streamline operations
We automate reconciliations, document workflows, and routine internal processes, freeing skilled staff for judgment work.
03
Build it FINMA-aware
Swiss data residency, auditable logs, and documented handover are built in — so the automation survives an internal audit.
Proof
Our reporting work began at a leading Zurich investment foundation, where we automated factsheet and performance reporting across 39+ funds — the same owned, FINMA-aware 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.