Cinnamon Investment Suite - Your integrated solution for investment reporting and accounting


Cinnamon Investment Suite

Investment Reporting and Accounting

In the dynamic world of finance, we set new standards with our Cinnamon Investment Suite. Our unique selling point? Investment reporting and accounting from the same source.

Our Services

Perfect tools to achieve your goals


Multibank consolidation

Our platform enables seamless integration and consolidation of data from multiple banks. Core functions include:

  • Interfaces to numerous banks for smooth data flow.
  • Reconciliation tools for synchronization and error recovery.
  • Transaction processing for efficiency and accuracy.
  • Master data management and position management for optimized portfolio management.

Investment Accounting

The investment accounting module of our suite offers adaptability and scalability:

  • Support for numerous accounting standards for global compatibility.
  • Flexible charts of accounts for individual requirements.
  • Customizable posting and valuation logic for accurate accounting.
  • Provision of balance sheet, income statement and differences document.
  • Data export capabilities to JSON or Excel for versatile further processing.

Investment Reporting

Create meaningful reports with our advanced reporting engine:

  • Flexible report structures for versatile report types.
  • Parameterizable report modules for customized evaluations.
  • Multilingual translations, including Chinese, for global reach.
  • Dynamic asset classifications for detailed insights.
  • Order management features such as batch, scheduled, and ad hoc for timely reporting.


Implement your investment strategies successfully:

  • Define investment strategies with ranges for clear targets.
  • TAA / SAA support for structured allocations.
  • Benchmarking tools, whether blended or portfolio-specific.
  • Easy management of benchmark changes for responsive portfolio adjustment.

Customer Experience

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


Cinnamon Web

Your reporting becomes interactive - with Cinnamon Web you offer your customers a new reporting experience, optimized and adapted for smartphones, tablet and desktop.

Cinnamon Print

Classic reporting in new quality - Cinnamon Print serves all common reporting formats in Office as well as PDF. As in the web, the reporting is created according to your design specifications.



Attractive design in the same layout for web and print

Flexible, dynamic modular system for all requirements
Integration of your existing workflow management and all your data sources
No IT release is required for seamless integration.

Efficient Processes

A better customer experience and efficient processes

Your customers expect individual analyses:
Thanks to efficient processes, you produce customized reports.

Cinnamon offers a lean solution that integrates seamlessly into your existing IT infrastructure. A major Swiss bank and family offices already rely on it.

ESG Risk & SDG Impact Reports

Assess the ESG risk of your portfolio and see if your investments are in line with the 17 Sustainable Development Goals (SDGs).

Video Guides & Documentation

Discover our online video tutorials on various reporting features as well as our documentation:


Your service for Cinnamon

Contact our Cinnamon Investment Suite specialist to find out how bmpi can help you.
Your contact
Marcus Brändle
+41 44 454 84 84