Consulting and investment platform for the financial industry
From the investment process to the client report.
Since 1997 we have worked on one question: how do banks, wealth managers and asset managers explain investments to their clients, from the investment and advisory process to the report? To answer it, we consult, develop the Cinnamon platform and share what we learn.
The field
What your report is built on
On the decisions made in the investment and advisory process, on sound data and calculations, and on the assurance that guidelines and regulations are kept. Only then can it account for the investments and support the next decisions. We support you at all four stages.
Investment and advisory process
Strategy, mandate, advice and the rules that apply. What is decided here, the report has to be able to explain.
Data and calculations
Positions, performance, allocation and risk, for any selection and any period, calculated consistently.
The client report
Account and basis for decisions at once: reassure when all is well. Alert when it is not.
Compliance and monitoring
Investment guidelines, regulations and regulatory requirements kept, evidenced and monitored continuously. Across borders too, and with the tax implications.
Investment platform
Cinnamon: your investments, calculated and reported
With Cinnamon you keep your positions, calculate performance and risk and produce your reports for web and print, all from the same transactions. Three decades of client reporting and the investment process are built in. Developed in Switzerland, in use at banks and insurers.
Current
What we are working on
We now develop only with AI. How our Smithy works
At bmpi, AI agents now write the code. To make sure the result holds, we built a process of our own: the Smithy. Four phases, fixed checks and a shared memory.
Read →Developing software with AI: our evening of 27 August 2026
Some 30 friends of bmpi interested in developing software with AI came together on 27 August for two talks and drinks. A look back.
Read →Challenges with the ASIP ESG Reporting Standard
Der ASIP ESG Reporting Standard wurde entwickelt, um institutionellen Investoren eine klare und transparente Berichterstattung über ihre ESG-Leistungen (Environmental, Social …
Read →Trends in Client Reporting
Trends in Client Reporting 2026
For the 21st time: the evening on developments in client reporting, with talks from practice and an apéro riche afterwards.
Tuesday, 10 November 2026, from 17:00
KV Business School Zürich, Sihlpostgasse 2
How we put it into practice
Consulting, the proprietary platform and its operation
One team of finance and IT specialists, three ways. The platform and its operation have their own sites.
The platform
cinnamonCinnamon Core and Cinnamon Reporting: position keeping, accounting and reporting for the financial industry. We develop Cinnamon ourselves, exclusively in Switzerland.
To cinnamon.bmpi.ch ↗The operation
cinnamonservicesCinnamon Services AG runs Cinnamon for banks, wealth managers and asset managers: as a service, as business process outsourcing, in the Cinnamon Cloud.
To cinnamon-services.ch ↗The consulting
bmpiconsultingWe support IT projects and develop products for companies in the financial industry, with full or partial project responsibility.
To consulting →A selection of our clients
- Zürcher Kantonalbank
- St.Galler Kantonalbank
- BLKB
- AKB
- Swiss Confederation
- Pax
- Visana
Next step
Let’s talk about your plans
A project, an idea, a question about Cinnamon: write to us, or call.
Opens your mail program with a prepared enquiry.
Or call us:+41 44 454 84 84
Your contact
Thomas Tscherrig
Executive management, bmpi AG