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 provider holds your reporting format and data, so every change waits in someone else's queue.
03
Each new investment group adds manual effort that doesn't scale.
Solutions
How we help
01
Bring reporting in-house
Your factsheet and performance templates rebuilt on the stack you already run, so the format and data are yours.
02
Scale across investment groups
Templates rolled across every investment group and share class, so new products plug straight in.
03
Automate the cycle
A multi-day manual close becomes scheduled, hands-off output your team reviews, not produces.
Proof
Live at IST Investmentstiftung since October 2025: 39 investment groups in scope, rolled out group by group, with monthly reporting effort down from 20+ to 3–4 hours (an internal estimate).
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.
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 runs in your own environment, so your data stays where you already host it, typically in Switzerland for Swiss institutions. You own the templates, logic and automation outright.