Data & reference
Centralise, enrich, retain and expose the data required by each workflow.
Fund KIS Core
The system behind every key information flow.
Fund KIS Core is the shared foundation behind every module: data, workflows, shared services, integrations, interfaces and artificial intelligence.
Security · DORA · Sovereignty
CoreDataWorkflowsDocumentsIntegrationsAI & MCPUI & charts
AM SuiteRegulatory & Legal
Fund KIS Core
Shared foundations for distinct business workflows.
Modules use the services they need while preserving common principles for data, permissions, audit and user experience.
Workflows & audit
Tasks, approvals, permissions, alerts and action history aligned with each business process.
Document services
Generation, revision, translation, publishing and archiving adapted to the document type.
Integrations & jobs
Imports, exports, APIs, connectors, scheduled processing, files and alerts.
AI & MCP
Extraction, assisted drafting, document review and conversational access to data.
UI, grids & charts
Configurable, reusable components for analysis, control and action.
Interface & data
From data to action, without breaking the flow.
Configurable grids, charts, historical views, filters, exports and line-level detail provide a consistent experience from analysis to evidence.
Configurable views and gridsInteractive charts and analysisEvidence and audit trail
Fund KIS MCP
user
Show positions, performance and controls for the Global Equity portfolio.
Fund KIS
Access granted. 128 positions analysed, 3 compliance alerts and one main negative contributor identified.
AUDIT · TENANT · ROLE · SCOPE · TIMESTAMP
AI & MCP
Access Fund KIS from ChatGPT or Claude.
MCP-compatible assistants can query portfolios, positions, performance and calculations within user permissions. Every call is logged.
ChatGPTClaudeMCPPermissionsLogging
Trust
Security · DORA · sovereignty
ISO 27001, continuity, incident management, supplier control, reversibility and sovereignty options are presented in one pack, on request.
Request the security pack
ISO 27001CertificationDORAResilience
SovereigntyOn request
Fund KIS Core
Explore the foundation connecting your modules.
A demo focused on data, interfaces, integrations and shared capabilities.