AMDIS 

The solution for asset management

Designed for asset managers, the AMDIS solution centralizes analytics, portfolio steering, regulatory reporting, and client communication into one integrated platform.
With a modular, building-block approach, AMDIS covers the entire investment cycle—portfolio management, performance and risk analytics, attribution, ESG integration, GIPS® compliance, regulatory reports, and more.

Gain efficiency, transparency, and control while staying agile in a fast-changing regulatory and market environment.

AMDIS for asset managers

EXPLORE THE AMDIS MODULES

Build your own solution with a full suite of integrated modules—each designed to address a specific part of the investment process while working seamlessly together.

 

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    Performance & Risk module

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    Powerful tools to calculate, analyze, and monitor portfolio performance and risk, delivering precision and actionable insights for asset managers.

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    ESG module

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    Integrate ESG data and analytics seamlessly into your investment strategy, enabling transparency, compliance, and sustainable decision-making.

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    Performance Attribution module

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    Gain clear insights into every source of return with advanced attribution tools, helping asset managers explain performance and drive better decisions.

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    Regulatory Reports module

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    Automate and standardize regulatory reporting to ensure accuracy, transparency, and compliance across jurisdictions.

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    GIPS module

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    Simplify and secure GIPS® compliance with automated calculations, audit-ready reports, and full data transparency.

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    PMS module

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    Streamline portfolio management with flexible tools to oversee allocations, positions, and strategies in real time.

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    Workflow module

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    Automate, track, and optimize your operational processes to boost efficiency and control.”

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    Connector module

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    Seamlessly connect and centralize data from multiple sources to ensure consistency and reliability across your platform.

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    Publisher module

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    Automate and customize reports for clients and stakeholders with consistent, data-driven insights.

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    Client Portal module

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    Provide clients with secure, real-time access to portfolios, reports, and insights through a fully branded portal.

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