For banks, wealth managers and asset managers
Cinnamon Services AG runs Cinnamon, the investment platform for position keeping, accounting and reporting: as a service your team works with, or as the whole processing chain, from the transaction through the reconciliation with the custodian to the report. And the Cinnamon Cloud it all runs in is open to other vendors too.
Cinnamon as a service, in use for
Three offerings
With SaaS you use Cinnamon as a service. With BPO we also take on the daily work. Both run in the Cinnamon Cloud, and in this cloud you can also run your own solution.
You work with Cinnamon
cinnamonsaasCinnamon Core and Reporting as a service. We run the platform, the interfaces and the production runs; your team works with the result.
We do the work
cinnamonbpoWe take over the daily work on Cinnamon, from data control through closings to the checked report.
You run your own solution
cinnamoncloudThe environment Cinnamon runs in, for vendors who serve Swiss banks to FINMA rules.
Who does what
The same steps, split two ways. With SaaS the machine runs with us and your team reviews what it processes. With BPO we review and correct too, and you get the confirmation with a log every day.
| Step | SaaS | BPO |
|---|---|---|
| Processing and technical control | Us | Us |
| Professional review, corporate actions included | You | Us |
| Corrections, cancellations, fees | You | Us |
| Automatic valuation and matching | Us | Us |
| Manual prices, reconciliation differences | You | Us |
| Calculating performance | Us | Us |
| Checking performance for plausibility | You | Us |
| Accounting and closings | You | Us |
| Report runs and delivery | Us | Us |
| Report production and quality assurance | You | Us |
| Analysing and fixing faults in Cinnamon | Us | Us |
| Approval, mandates, client relationship | You | You |
The line can move: each BPO building block is available on its own, and for your own report production there is specialist capacity on call.
The foundation
SaaS and BPO run on Cinnamon, the platform of our parent company. Cinnamon Core keeps positions and accounting from the same transactions and holds every day ready, fully valued. Cinnamon Reporting turns that into the report for web and print. What the platform does is on cinnamon.bmpi.ch. This site is about who runs it for you.
Who is behind it
bmpi AG develops Cinnamon, exclusively in Switzerland. Cinnamon Services AG, its wholly owned subsidiary, runs it. When something is wrong, there is no blame to pass between vendor and operator.
Next step
In half an hour we walk through your processing step by step and show what SaaS, BPO or a mix of the two looks like for you.
Free slots in the calendar, no Microsoft account needed.
Opens your mail program with a prepared enquiry.
Or call us:+41 44 454 84 84
Your contact
Cinnamon · bmpi AG