Client Reporting

Up to date, accurate, decision oriented reporting which meets the requirements of the addressees – that is what we are competent in.

Expertise

Software

We integrate software products into software solutions or produce a customized solution, integrated into your platform.

Advisory Service

We offer our services of analysis and specifications in the fields of data provision, financial calculations, report configurations, production, and distribution.

Reporting as a Service

You receive regular customized reports from our subsidiary Apex Reporting Services.

Trends

We monitor the trends in client reporting for you.

References

Investment Reporting Platform, Credit Suisse

Focus on the integration of data

Using automated test environments

mehr

We took part in setting up a new, strategic high end investment analysis and reporting platform for institutional, corporate and UHNWI clients. We were involved in date integrations (for example combining market leading data sources), investment reporting expertise and process design in the operating area. Moreover, we worked towards setting up a fully integrated test environment.

New Investment Reporting, ZKB

Completely new reporting concept

Expert advice

Conception, specification, implementation support, testing

mehr

bmpi played a key role in designing, specifying, supporting and testing the new private client reporting system of ZKB. Although more than 10 years have passed since then, this reporting is still one of the best.

Contact

Oliver Gloor oliver.gloor@bmpi.ch Tel: +41 44 454 84 84  

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