# bmpi AG > bmpi AG in Zurich has developed software for banks, wealth managers and asset managers and supported their IT projects since 1997. It develops Cinnamon and is the parent company of Cinnamon Services AG. bmpi AG (Zurich, founded 1997, UID CHE-108.570.112) is the parent company of the bmpi group: - **Platform:** it develops Cinnamon (Cinnamon Core and Cinnamon Reporting), exclusively in Switzerland. Product site: https://cinnamon.bmpi.ch - **Operation:** its wholly owned subsidiary Cinnamon Services AG runs Cinnamon as a service, as business process outsourcing and in the Cinnamon Cloud: https://cinnamon-services.ch - **Consulting:** IT projects and products for the financial industry, with full or partial project responsibility. It has organised the event series "Trends in Client Reporting" since 2006. The full text of every page and all articles, in one file: https://bmpi.ch/llms-full.txt ## Pages (English) - [bmpi: From the investment process to the client report](https://bmpi.ch/en/): Since 1997 we have developed software for banks, wealth managers and asset managers and supported their IT projects: with the proprietary Cinnamon platform and with consulting. - [Client reporting and the investment process: the field of bmpi](https://bmpi.ch/en/expertise/): Since 1997 we have worked along the whole chain: the investment and advisory process, data and calculations, the client report, compliance and monitoring. With white papers, surveys, twenty years of «Trends in Client Reporting», consulting and a proprietary platform. - [Consulting: IT projects and products for the financial industry](https://bmpi.ch/en/consulting/): We support IT projects and develop products for companies in the financial industry: requirements and solution engineering, integration, deployment and testing, with AI used with purpose, and AI dev coaching for your team. - [About us: bmpi AG since 1997](https://bmpi.ch/en/about/): Since 1997 bmpi AG has been the specialist for investment reporting and advisory processes. Team, executive management, board of directors and values. - [Insights: articles, white papers and events](https://bmpi.ch/en/insights/): Articles and white papers on investment reporting, ESG and digitalisation, the event series «Trends in Client Reporting» since 2006, and insights into the team. - [Trends in Client Reporting 2026, 10 November in Zurich](https://bmpi.ch/en/trends/): bmpi AG’s event series on developments in client reporting, since 2006. The next edition: Tuesday, 10 November 2026, KV Business School Zürich. - [Imprint](https://bmpi.ch/en/imprint/): Imprint of bmpi AG, Militärstrasse 76, 8004 Zurich. - [Privacy notice](https://bmpi.ch/en/privacy/): How bmpi AG and Cinnamon Services AG process personal data on bmpi.ch, cinnamon.bmpi.ch and cinnamon-services.ch. ## Seiten (Deutsch) - [bmpi: Vom Anlageprozess bis zum Client Report](https://bmpi.ch/): Seit 1997 entwickeln wir Software für Banken, Vermögensverwalter und Asset Manager und begleiten ihre IT-Projekte: mit der eigenen Plattform Cinnamon und mit Consulting. - [Client Reporting und Anlageprozess: das Fachgebiet der bmpi](https://bmpi.ch/expertise/): Seit 1997 arbeiten wir an der ganzen Kette: Anlage- und Beratungsprozess, Daten und Berechnungen, Client Report, Compliance und Monitoring. Mit White Papers, Studien, zwanzig Jahren «Trends in Client Reporting», Beratung und eigener Plattform. - [Consulting: IT-Projekte und Produkte für die Finanzbranche](https://bmpi.ch/consulting/): Wir begleiten IT-Projekte und entwickeln Produkte für Unternehmen in der Finanzbranche: Requirements und Solution Engineering, Integration, Deployment und Testing, mit gezieltem Einsatz von KI und AI Dev Coaching für Ihr Team. - [Über uns: die bmpi AG seit 1997](https://bmpi.ch/about/): Die bmpi AG ist seit 1997 die Spezialistin für Investment Reporting und Beratungsprozesse. Team, Geschäftsleitung, Verwaltungsrat und Werte. - [Insights: Fachartikel, White Papers und Veranstaltungen](https://bmpi.ch/insights/): Fachartikel und White Papers zu Investment Reporting, ESG und Digitalisierung, die Veranstaltungsreihe «Trends in Client Reporting» seit 2006 und Einblicke ins Team. - [Trends in Client Reporting 2026, am 10. November in Zürich](https://bmpi.ch/trends/): Die Veranstaltungsreihe der bmpi AG zu den Entwicklungen im Client Reporting, seit 2006. Die nächste Ausgabe: Dienstag, 10. November 2026, KV Business School Zürich. - [Impressum](https://bmpi.ch/imprint/): Impressum der bmpi AG, Militärstrasse 76, 8004 Zürich. - [Datenschutzerklärung](https://bmpi.ch/privacy/): Wie die bmpi AG und die Cinnamon Services AG Personendaten auf bmpi.ch, cinnamon.bmpi.ch und cinnamon-services.ch bearbeiten. ## Insights - [Wir entwickeln nur noch mit KI. So arbeitet unsere Schmiede](https://bmpi.ch/insights/wir-entwickeln-mit-ki-die-smithy/) (2026-10-02) - English: [We now develop only with AI. How our Smithy works](https://bmpi.ch/en/insights/wir-entwickeln-mit-ki-die-smithy/) - [Software entwickeln mit KI: unser Abend vom 27. August 2026](https://bmpi.ch/insights/ai-abend-27-august-2026/) (2026-08-27) - English: [Developing software with AI: our evening of 27 August 2026](https://bmpi.ch/en/insights/ai-abend-27-august-2026/) - [Trends in Client Reporting 2025](https://bmpi.ch/insights/trends-in-client-reporting-2025/) (2025-11-27) - English: [Trends in Client Reporting 2025](https://bmpi.ch/en/insights/trends-in-client-reporting-2025/) - [War schaurig schön in Warschau](https://bmpi.ch/insights/firmenreise-nach-warschau/) (2025-07-21) - English: [Great times in Warsaw](https://bmpi.ch/en/insights/firmenreise-nach-warschau/) - [Trends in Client Reporting 2024](https://bmpi.ch/insights/trends-in-client-reporting-2024/) (2024-11-14) - German only - [Stärkung des nachhaltigen Finanzplatzes durch Inkrafttreten neuer Selbstregulierungen](https://bmpi.ch/insights/neue-selbstregulierungen-finanzplatz/) (2024-10-03) - English: [Strengthening the Sustainable Financial Sector through the Implementation of New Self-Regulations](https://bmpi.ch/en/insights/neue-selbstregulierungen-finanzplatz/) - [Herausforderungen mit dem ASIP ESG Reporting Standard](https://bmpi.ch/insights/herausforderungen-mit-dem-asip-esg-reporting-standard/) (2024-07-26) - English: [Challenges with the ASIP ESG Reporting Standard](https://bmpi.ch/en/insights/herausforderungen-mit-dem-asip-esg-reporting-standard/) - [Trends in Client Reporting 2023](https://bmpi.ch/insights/trends-in-client-reporting-2023/) (2023-11-28) - German only - [Die ASIP ESG-Reporting-Empfehlung: Transparenz und Nachhaltigkeit in der Schweizer Vorsorge](https://bmpi.ch/insights/die-asip-esg-reporting-empfehlung-transparenz-und-nachhaltigkeit-in-der-schweizer-vorsorge/) (2023-11-03) - German only - [Mit Appian-Expertise zur optimierten Geschäfts­anwendung](https://bmpi.ch/insights/mit-appian-expertise-zur-optimierten-geschaeftsanwendung/) (2023-09-26) - English: [With Appian expertise to optimised business application](https://bmpi.ch/en/insights/mit-appian-expertise-zur-optimierten-geschaeftsanwendung/) - [Als Software-Ingenieur habe ich die Möglichkeit, mich einzubringen, viel zu bewegen und direkt Erfolge zu sehen](https://bmpi.ch/insights/als-software-ingenieur-habe-ich-die-moeglichkeit-mich-einzubringen-viel-zu-bewegen-und-direkt-erfolge-zu-sehen/) (2023-05-30) - English: [As a software engineer, I have the opportunity to get involved, make a big difference and see immediate successes.](https://bmpi.ch/en/insights/als-software-ingenieur-habe-ich-die-moeglichkeit-mich-einzubringen-viel-zu-bewegen-und-direkt-erfolge-zu-sehen/) - [Transparenz im Unternehmen, ein Erfolgsmodell?](https://bmpi.ch/insights/transparenz-im-unternehmen-ein-erfolgsmodell/) (2023-01-31) - English: [Transparency in the company, a model for success?](https://bmpi.ch/en/insights/transparenz-im-unternehmen-ein-erfolgsmodell/) - [Costantino Sertorio gibt Einblick in seine Arbeit als Senior Consultant](https://bmpi.ch/insights/costantino-sertorio-gibt-einblick-in-seine-arbeit-als-senior-consultant/) (2022-12-01) - English: [Costantino Sertorio gives insight into his work as Senior Consultant](https://bmpi.ch/en/insights/costantino-sertorio-gibt-einblick-in-seine-arbeit-als-senior-consultant/) - [Trends in Client Reporting 2022](https://bmpi.ch/insights/trends-in-client-reporting-2022/) (2022-11-10) - English: [Trends in Client Reporting 2022](https://bmpi.ch/en/insights/trends-in-client-reporting-2022/) - [Interview zum 25-Jahre Jubiläum mit CEO Oliver Gloor](https://bmpi.ch/insights/interview-zum-25-jahre-jubilaeum-mit-ceo-oliver-gloor/) (2022-07-12) - English: [Interview on the 25th anniversary with CEO Oliver Gloor](https://bmpi.ch/en/insights/interview-zum-25-jahre-jubilaeum-mit-ceo-oliver-gloor/) - [25-Jahre-Jubiläum: bmpi AG hat mit Kundinnen und Kunden gefeiert](https://bmpi.ch/insights/25-jahre-jubilaeum-bmpi-ag-hat-mit-kundinnen-und-kunden-gefeiert/) (2022-06-29) - English: [25th anniversary: bmpi AG celebrated with customers](https://bmpi.ch/en/insights/25-jahre-jubilaeum-bmpi-ag-hat-mit-kundinnen-und-kunden-gefeiert/) - [ESG Investment Reporting Survey](https://bmpi.ch/insights/esg-investment-reporting-survey/) (2022-05-17) - English: [ESG Investment Reporting Survey](https://bmpi.ch/en/insights/esg-investment-reporting-survey/) - [The use of workflow applications in investment reporting](https://bmpi.ch/insights/the-use-of-workflow-applications-in-investment-reporting/) (2022-04-04) - English: [The use of workflow applications in investment reporting](https://bmpi.ch/en/insights/the-use-of-workflow-applications-in-investment-reporting/) - [ESG-Reporting für Asset Managers und Asset Owners](https://bmpi.ch/insights/esg-reporting-fuer-asset-managers-und-asset-owners/) (2022-02-18) - English: [ESG reporting for asset managers and asset owners](https://bmpi.ch/en/insights/esg-reporting-fuer-asset-managers-und-asset-owners/) - [Digitalisierung im Asset Management](https://bmpi.ch/insights/digitalisierung-im-asset-management/) (2021-12-22) - English: [Digitalization of Asset Management](https://bmpi.ch/en/insights/digitalisierung-im-asset-management/) - [What is the difference between Client Reporting and Investment Reporting?](https://bmpi.ch/insights/what-is-the-difference-between-client-reporting-and-investment-reporting/) (2021-12-14) - English: [What is the difference between Client Reporting and Investment Reporting?](https://bmpi.ch/en/insights/what-is-the-difference-between-client-reporting-and-investment-reporting/) - [Trends in Client Reporting 2021](https://bmpi.ch/insights/trends-in-client-reporting-2021/) (2021-11-24) - English: [Trends in Client Reporting 2021](https://bmpi.ch/en/insights/trends-in-client-reporting-2021/) - [Client Reporting Survey 2020](https://bmpi.ch/insights/client-reporting-survey-2020/) (2021-08-06) - English: [Client Reporting Survey 2020](https://bmpi.ch/en/insights/client-reporting-survey-2020/) - [Nachhaltigkeit im Finanzwesen – ESG und Co.](https://bmpi.ch/insights/nachhaltigkeit-im-finanzwesen-esg-und-co/) (2021-04-07) - English: [Sustainability in finance – ESG and Co.](https://bmpi.ch/en/insights/nachhaltigkeit-im-finanzwesen-esg-und-co/) - [The case for an Investment Calculations Layer](https://bmpi.ch/insights/the-case-for-an-investment-calculations-layer/) (2021-02-01) - English: [The case for an Investment Calculations Layer](https://bmpi.ch/en/insights/the-case-for-an-investment-calculations-layer/) - [Trends in Client Reporting 2020](https://bmpi.ch/insights/trends-in-client-reporting-2020/) (2020-11-25) - English: [Trends in Client Reporting 2020](https://bmpi.ch/en/insights/trends-in-client-reporting-2020/) - [The purpose of investment reporting – from the perspective of the bank, the advisor or the asset management](https://bmpi.ch/insights/the-purpose-of-investment-reporting-from-the-perspective-of-the-bank-the-advisor-or-the-asset-management/) (2020-11-05) - English: [The purpose of investment reporting – from the perspective of the bank, the advisor or the asset management](https://bmpi.ch/en/insights/the-purpose-of-investment-reporting-from-the-perspective-of-the-bank-the-advisor-or-the-asset-management/) - [Trends in Client Reporting 2019](https://bmpi.ch/insights/trends-in-client-reporting-2019/) (2019-11-07) - English: [Trends in Client Reporting 2019](https://bmpi.ch/en/insights/trends-in-client-reporting-2019/) - [Trends in Client Reporting 2018](https://bmpi.ch/insights/trends-in-client-reporting-2018/) (2018-11-08) - English: [Trends in Client Reporting 2018](https://bmpi.ch/en/insights/trends-in-client-reporting-2018/) - [Trends in Client Reporting 2017](https://bmpi.ch/insights/trends-in-client-reporting-2017/) (2017-11-09) - English: [Trends in Client Reporting 2017](https://bmpi.ch/en/insights/trends-in-client-reporting-2017/) - [Guidance to Effective Investment Reporting (EIR)](https://bmpi.ch/insights/guidance-to-effective-investment-reporting-eir/) (2017-05-09) - English: [Guidance to Effective Investment Reporting (EIR)](https://bmpi.ch/en/insights/guidance-to-effective-investment-reporting-eir/) - [Principles for Investment Reporting](https://bmpi.ch/insights/prinzipien-des-investment-reportings/) (2017-05-09) - English: [Principles for Investment Reporting](https://bmpi.ch/en/insights/prinzipien-des-investment-reportings/) - [Klarheit über Reporting-Systeme: Das Essential Model](https://bmpi.ch/insights/klarheit-ueber-reporting-systeme-das-essential-model/) (2017-05-09) - English: [Clarity on reporting systems: The Essential Model](https://bmpi.ch/en/insights/klarheit-ueber-reporting-systeme-das-essential-model/) - [Systematisches Gestalten von Investment Reports](https://bmpi.ch/insights/systematisches-gestalten-von-investment-reports/) (2017-05-09) - English: [Systematic design of investment reports](https://bmpi.ch/en/insights/systematisches-gestalten-von-investment-reports/) - [Behavioural Finance im Investment Report](https://bmpi.ch/insights/behavioural-finance-im-investment-report/) (2017-05-09) - English: [Behavioural Finance in the Investment Report](https://bmpi.ch/en/insights/behavioural-finance-im-investment-report/) - [Strukturierte Produkte im Anlagereport](https://bmpi.ch/insights/strukturierte-produkte-im-anlagereport-2/) (2017-05-09) - English: [Structured products in the investment report](https://bmpi.ch/en/insights/strukturierte-produkte-im-anlagereport-2/) - [Optimierung des Investment Reporting für Schweizer Pensionskassen](https://bmpi.ch/insights/optimierung-des-investment-reporting-in-vorsorgeeinrichtungen/) (2017-05-09) - English: [Optimisation of investment reporting for Swiss pension funds](https://bmpi.ch/en/insights/optimierung-des-investment-reporting-in-vorsorgeeinrichtungen/) - [Trends in Client Reporting 2016](https://bmpi.ch/insights/trends-in-client-reporting-2016/) (2016-10-27) - English: [Trends in Client Reporting 2016](https://bmpi.ch/en/insights/trends-in-client-reporting-2016/) - [Trends in Client Reporting 2015](https://bmpi.ch/insights/trends-in-client-reporting-2015/) (2015-10-22) - English: [Trends in Client Reporting 2015](https://bmpi.ch/en/insights/trends-in-client-reporting-2015/) - [Trends in Client Reporting 2014](https://bmpi.ch/insights/trends-in-client-reporting-2014/) (2014-10-23) - English: [Trends in Client Reporting 2014](https://bmpi.ch/en/insights/trends-in-client-reporting-2014/) - [Trends in Client Reporting 2013](https://bmpi.ch/insights/trends-in-client-reporting-2013/) (2013-12-05) - English: [Trends in Client Reporting 2013](https://bmpi.ch/en/insights/trends-in-client-reporting-2013/) - [Trends in Client Reporting 2012](https://bmpi.ch/insights/trends-in-client-reporting-2012/) (2012-11-01) - English: [Trends in Client Reporting 2012](https://bmpi.ch/en/insights/trends-in-client-reporting-2012/) - [Trends in Client Reporting 2011](https://bmpi.ch/insights/trends-in-client-reporting-2011/) (2011-10-06) - English: [Trends in Client Reporting 2011](https://bmpi.ch/en/insights/trends-in-client-reporting-2011/) - [Trends in Client Reporting 2010](https://bmpi.ch/insights/trends-in-client-reporting-2010/) (2010-09-23) - English: [Trends in Client Reporting 2010](https://bmpi.ch/en/insights/trends-in-client-reporting-2010/) - [Trends in Client Reporting 2009](https://bmpi.ch/insights/trends-in-client-reporting-2009/) (2009-09-10) - English: [Trends in Client Reporting 2009](https://bmpi.ch/en/insights/trends-in-client-reporting-2009/) - [Trends in Client Reporting 2008](https://bmpi.ch/insights/trends-in-client-reporting-2008/) (2008-10-02) - English: [Trends in Client Reporting 2008](https://bmpi.ch/en/insights/trends-in-client-reporting-2008/) - [Trends in Client Reporting 2007](https://bmpi.ch/insights/trends-in-client-reporting-2007/) (2007-09-13) - English: [Trends in Client Reporting 2007](https://bmpi.ch/en/insights/trends-in-client-reporting-2007/) - [Trends in Client Reporting 2006](https://bmpi.ch/insights/trends-in-client-reporting-2006/) (2006-09-14) - English: [Trends in Client Reporting 2006](https://bmpi.ch/en/insights/trends-in-client-reporting-2006/) ## Contact - info@bmpi.ch, +41 44 454 84 84 - Militärstrasse 76, 8004 Zürich, Switzerland