The Key Information System for asset managers
Drive investment.
Scale regulatory delivery.
The modular information system connecting investment management, operations, risk, regulatory delivery and legal documents.
Solutions
Two areas of expertise. One information system.
Start with your business need, then compose the scope that fits your organisation.
Bring your investment workflow together.
Portfolios, orders, operations, performance, risk, compliance and reporting in one modular environment.
- Portfolio management & orders
- Operations & control
- Performance, risk & compliance
- Reporting & client communication
Automate regulatory and legal delivery.
Documents, calculations, data and approvals governed in one environment.
Fund KIS Core
The system behind every key information flow.
Fund KIS Core brings together data, reference information, workflows, document services, integrations, interface components and AI capabilities supporting every module.
Fund KIS Core · AI & MCP
AI where it saves real time.
Conversational access to data and calculations, document extraction, assisted drafting and human review — embedded in Fund KIS Core workflows.
Modularity
Compose the scope you need. Expand when you decide.
Activate one capability, combine selected modules or deploy a broader suite without rebuilding your architecture.
Trust
Security, DORA and sovereignty.
ISO 27001, operational resilience, dependency control and sovereignty options: evidence relevant to your scope is available on request.
Request the security, DORA & sovereignty pack
ISO 27001Certified organisationWhy Fund KIS
An independent European technology provider, close to your operations.
Direct asset-management expertise, a controlled product roadmap and short access to product, business and technical teams.
Your scope
Let’s discuss your needs, not a catalogue.
A demo focused on your workflows, constraints and architecture.