Investment platform for banks and asset managers
Your clients get a report that is right and that they understand — from the custody statement to the report for a foundation board. Behind it, Cinnamon calculates from the transactions: positions, accounting, performance and risk, for web and print in your brand.
In use for
What you use Cinnamon for
Reports your clients understand, with figures that are the same in every department.
Open →Positions and accounting from the same transactions, from the daily position to the closing.
Open →ASIP and Swiss Climate Scores from the same positions as performance and risk.
Open →Two products
The figures
cinnamoncorePosition keeping, valuation, performance and accounting in one system.
The report
cinnamonreportingReports for web, PDF, Word and Excel from one source, in your brand.
How they fit together
Data flows in one direction. Core books every transaction and keeps a fully valued state ready for every day. Reporting asks Core for positions, returns and transactions and turns them into the report.
Transactions and positions from the custodians, prices and master data from the data vendors.
Books every transaction, keeps positions and accounting, and values every position for every day in advance.
Fetches positions, returns and transactions from Core and turns them into the report in every channel.
Reads the report. In the preview, she asks the AI assistant in the report and gets answers with evidence.
Operation
cinnamoncloudCore and Reporting are available as a service from our own cloud, built to FINMA’s outsourcing requirements and approved by a cantonal bank for sensitive data. The same cloud is open to other vendors serving Swiss banks.
Also on their own
Most institutions run both products. Each one also works without the other.
Chart of accounts, closings and balance exports, from the same bookings the positions come from.
More →Returns by several methods and risk figures for any consolidation, against benchmark and strategy.
More →Reporting reads from databases, files and HTTP interfaces. Core is the obvious source, not the only one.
More →Who is behind it
Cinnamon is our own platform. We develop it, we run it, and we answer for both, with no argument between maker and operator.
Develops Cinnamon
Cinnamon Core and Cinnamon Reporting, from the first building block to the release, exclusively in Switzerland. Based in Zurich.
bmpi.ch →Operates Cinnamon
The Cinnamon Cloud and operation as a service, for our clients and for third parties.
cinnamon-services.ch →Next step
In half an hour we show how a booking is made in Core and arrives as a figure in the report, with time for your questions about your own environment.
Free slots in the calendar, no Microsoft account needed.
Opens your mail client with the enquiry prepared.
Or call us:+41 44 454 84 84
Your contact
Cinnamon · bmpi AG