Client Reporting and Investment Processes

Consulting, Software and Services


Client Reporting and Investment Process project work

Get our specialists in the areas of client reporting and the investment process involved in your project.

We combine the two worlds of financial investments and IT for you, because that is our special strength. In addition, you get 25 years of experience from many dozens of reporting projects in your project.

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Investment Reporting

Our Special Topic

We really know our way around investment reporting: from the data, to financial calculations, to the actual purpose, the output (web & print). When it comes to customer-oriented communication, you’ve come to the right place.

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Cinnamon Reporting

The Investment Reporting Software for Web and Print

With one data set we serve all channels specifically – in their design. This is how Cinnamon Reporting creates a consistently high-quality customer experience.

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ESG Reporting

ESG Reporting as a Service – for your Funds and Mandates

  • Measure ESG risks, impact and climate
  • SFDR and EU taxonomy compliant
  • Available as web report, print and as fact sheet for funds
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A selection of our customers

Credit Suisse
Zuercher Kantonalbank
Hypothekarbank Lenzburg
Private Client Partners
Schweizerische Eidgenossenschaft
Zuger Pensionskasse
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