For wealth managers
Your report. Your brand. Not your operation.
An independent wealth manager serves clients at several custodians and is still expected to deliver one report that looks like theirs and brings everything together. Cinnamon consolidates across banks, currencies and mandates — and you decide how much of the operation you hand over.
Billed
- by your data
- no minimum volume
What decides it
Four things that shape the daily work
Several custodians, one view
Mandates, portfolios, depots and single positions can be put together into any selection: added with everything below them, taken out, filtered — where exclusion wins. Each consolidation has its own currency, language and closing period.
Consolidation →Your brand, down to the detail
The same report tree produces web, PDF, Word and Excel in your design. Your people maintain the commentary and the texts themselves, in several languages, with their own access.
Web & print →Changes in minutes
An extra segment, a different figure, a new structure: configured while production carries on. Over 100 building blocks and 104 parameters stand ready for it, and what you promise a client holds from the next production run.
Adaptability →The report that answers questions
In preview: your client asks the report about their own figures and gets an answer with evidence. The model queries the calculated figures and presents them; the calculating happens in Core, and every answer carries its evidence.
Conversational AI →
Operation
Hand over the processing, keep the control
For houses without a back office of their own there is the business process outsourcing of Cinnamon Services AG: booking, the daily reconciliation with the custodian, master and price data, closings — with a confirmation at the end of every banking day. The control stays with you.
Next step
One mandate, played through once
We play a sample mandate through, from the reconciliation to the finished report, and show what the operation takes off your hands. Where your structure differs, we work it out in the conversation.
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
Thomas Tscherrig
Cinnamon · bmpi AG