Cinnamon for Family Offices and Foundations - Assets at a Glance
Service
Our service creates scope for customer care and support
Position guidance
Experience how your asset data - including non-bankable assets - is seamlessly consolidated across all custodians, structures and vehicles. This comprehensive consolidation gives you a clear and holistic overview of all your assets, regardless of where they are stored or invested.
Investment Accounting
Discover a securities accounting solution that is both auditable and fully integrated to meet your needs. With this solution, you can create different charts of accounts, use different valuation methods for your investments and customise all of this in any currency and for different periods.
Investment Analysis & Controlling
Benefit from exclusive access to Cinnamon wealth analysis and valuation to gain a detailed insight into your financial situation. Experience a comprehensive view of your performance and benchmarking analyses tailored specifically for different asset sizes, time periods and consolidation currencies.
Investment Reporting
Whether for print or web channels, our solution provides you and your clients with exactly the information you need. Discover the flexibility and efficiency of a report that is customised to your needs.
Our claim
At Cinnamon Services, we rely on qualified personnel with experience and understanding in asset consolidation and reporting. We are here to answer your questions and serve your needs.
Data & Reporting Services
Reliable service with a quality guarantee: Experience the security of precise and detailed analyses.
Impressive output
Meaningful, customized reports give you a comprehensive overview of your assets. Control and overview of finances have never been so easy.
Print-Report
The print report is based on individual design: elegant tables, high-quality infographics, headers, footers and tables of contents.
Web-Report
The web report has an interactive user interface and is optimized for smartphones, tablet and desktop.
Securities accounting
Our platform enables customized reporting for value added accounting.
Overview of the Family-Office-reports
Extensive possibilities
Log in and analyze your portfolios yourself.
Any consolidations
Compile freely selected asset quantities and analyse them - directly via our web and print channels or via Excel export.
Mapping of asset structures
Our system also allows you to map complex relationships such as portfolios, mandates, legal vessels or family structures.
Non-bankable positions
We correctly depict real estate, private equity or valuable assets in both the value accounting as well as in reporting.
Data export
Have all your data at your disposal: By means of Excel export or API connection you have access at any time.
Cinnamon Plattform
The Cinnamon platform bundles all relevant information in one place.
Our platform ensures that your securities accounting, investment reporting and ad hoc financial analysis are always in sync.
Cinnamon was redesigned from the ground up in 2022 with a focus on flexibility, quality and data protection.
