DESIGN, AUTOMATE & DELIVER TAILORED REPORTING
Empower your teams to create multi-format reports tailored to your business needs
Reporting has become a significant challenge for asset managers and asset owners. The volume of reports is constantly growing, driven by increasingly diverse formats, customized layouts, and stricter compliance demands such as SFDR, KID, and Solvency II. At the same time, clients expect detailed, perfectly formatted documents—from Word and Excel to XML and PDF—with a high level of customization and a strong visual identity.
Despite growing demands, many institutions still rely on fragmented workflows that involve multiple reporting tools—one for performance, another for ESG, and yet another for regulatory nneds. Combined with manual Excel-based processes or slow, IT-heavy systems, this tool sparwl makes it nearly impossible to scale efficiency. It leads to soaring production costs, reduced automation, and limited end-user control. Creating or adjusting a report often means weeks of development time, leaving teams struggling to meet deadlines or tailor communications.
At AMINDIS, we believe your reporting tools should elevate your value, not limit it.
Discover how our all-in-one reporting solution transforms complexity into clarity.
TAKE BACK CONTROL OF YOUR REPORTING—NO CODE NEEDED
Designed for asset managers and asset owners, our reporting engine puts full control in the hands of business users, no development required. Our no-code/low-code solution allows you to design, automate and distribute fully customized reports using the familiar Microsoft Office Suite.
Whether it’s performance, ESG, accounting, or compliance purposes, AMINDIS enables you to create reports that clearly communicate the right insight to your clients. From complex layouts to multilingual formats and detailed charting, everything is handled through intuitive configuration, no coding.
You gain speed, precision, and consistency across all your reports, with full alignment to your brand guidelines and business needs.
HOW IT WORKS: A THREE-STEP REPORTING PROCESS
1. Configure: design your report template
Start by building your template with our intuitive low-code interface. Insert Excel objects (charts, data, commentary, logos, etc.) and link them to your analytics data. Easily customize layouts, languages, and visual branding. Reuse templates across portfolios by simply varying a few inputs, saving significant time and effort.
2. Automate: streamline your process
Trigger automated report generation through smart workflows. Define production frequency, report formats, approval flows, and delivery status—all tailored to your internal processes. Complex custom reports are produced automatically, error-free, and on time. Every report is securely stored and automatically referenced in a centralized database, making it easy to retrieve, share, or audit at any time.
3. Communicate: deliver your reports seamlessly
Share your finalized reports via the AMINDIS Client Portal, send them by email, or allow external systems to access them directly.
KEY BENEFITS FOR YOUR ORGANIZATION
EMPOWER USERS WITH FULL AUTONOMY:
Create and modify templates directly in Word or Excel without IT—gain agility and save valuable time.
ACCELERATE TIME-TO-REPORT:
Automate workflows and reduce production cycles, even for custom
and multilingual reports.
ENSURE BRAND CONSISTENCY:
Maintain a uniform visual identity across all reports with reusable templates and layout control.
SUPPORT ANY REPORTING FORMAT OR REGULATION TEMPLATE:
From SFRD to KID, to bespoke client requests, all output types (Word, Excel, PDF, XML, etc.) are supported.
CONSOLIDATE INTO A SINGLE SYSTEM:
Use one tool to manage all your business cases: performance, ESG, accounting, regulatory, and beyond.
EXPLORE MORE: RELATED TOPICS
LOOKING FOR MORE INSIGHTS? DISCOVER HOW OUR SOLUTIONS CAN TRANSFORM YOUR INVESTMENT MANAGEMENT PROCESS:
FROM INSIGHT TO IMPLEMENTATION: EXPLORE THE RIGHT MODULE
These modules form the core foundation to help you implement your processes efficiently and with precision.
READY TO TAKE CONTROL OF YOUR REPORTING?
Let AMINDIS simplify the complex and give your teams the power to build and deliver reports that make a difference.
Trusted across Europe by the most demanding asset managers and asset owners.