Investor reporting platform for asset managers
Give your investors the digital experience of a global asset manager.
Trusted by asset managers, private banks and fund issuers
Picture your firm six weeks from now
Nothing about how you invest changes. Everything about how your firm looks and feels to a client does.
Month-end stops being an event
Nobody blocks out the calendar. Nobody rebuilds the spreadsheet. The data arrives, the documents go out, and the week carries on as though nothing happened.
Your firm looks current
A client opens your product page and finds live numbers, interactive charts and your own branding. Not a PDF from six weeks ago sitting behind a download link.
You get your best people back
The hours that went into assembling documents go back into portfolios, into clients, and into raising assets. Which is what you hired those people to do.
Your reporting produces itself
Design the template once. From then on, every new NAV regenerates and republishes the document on its own, daily if you want it rather than monthly.
- Drawdown, volatility, Sharpe and VaR calculated for you
- Factsheets, internal reports, liquidity reports, PRIIPs KID support
- Six languages from a single source
Your investors see today's numbers
Each product gets a page investors can actually explore: performance, holdings, breakdowns, documents. The alternative is a folder of PDFs that were already out of date when you uploaded them.
- NAVs and holdings fed automatically from your admin or issuer
- Hosted on your domain, or embedded into your existing site
- Access restricted by investor type and domicile
Your investors never leave your world
Funds, AMCs, certificates and mandates, spread across different issuers and administrators. On Finlens they all sit on your domain, in your colours and your typography, so nothing in the experience tells your investor that a vendor is involved.
- One consistent look across every product, share class and issuer
- Marketing changes content directly, with no webmaster in the loop
- Documents and web pages stay in sync by default
Three steps. Then it runs itself.
Step 01
We connect your data
We set up the automated exchange of NAVs, prices and holdings with your fund administrator or issuer. If no arrangement exists yet, we arrange it. Manual and CSV upload stay available either way.
Step 02
You design it once
Drag and drop the components you want onto your product pages and your reports. Your logo, colours, fonts, layout. We build the first template with you, so the demand on your side is small.
Step 03
It publishes itself
New data lands, Finlens recalculates everything, regenerates the documents and refreshes the platform. Your month-end job becomes reviewing output rather than producing it.
Typical time from kickoff to a live platform: a few weeks, with almost no demand on your IT or operations team.
Everything else you would otherwise buy separately
- Data room with permalinks
- PRIIPs KID support
- Liquidity risk reports
- Login and 2FA gating
- Visitor tracking
- Per-product mailing lists
- Benchmark comparison
- Holdings categorisation
- Disclaimer manager
- Role-based access
- Swiss and EU hosting
Three people in your firm feel this differently
Typically 5 to 50 people, CHF 500M to CHF 5B under management, running anywhere from one product to several dozen across multiple issuers.
“I did not become a portfolio manager to maintain Excel tables.”
CIO / Portfolio Manager
Reporting goes on autopilot. Risk metrics are computed by people who understand the instruments, so you stop producing manual data slices for clients and get back to generating alpha.
“We are a boutique. We cannot justify an enterprise platform.”
CEO / Managing Partner
No setup fee, and the subscription can typically be charged to the investment products themselves, often leaving your TER unchanged. Start with one product, add features as you go.
“Our reporting does not look like our brand, and I cannot change it.”
Head of Marketing / Distribution
Fully white-labeled output that holds your identity across every product and issuer. Documents and web stay in sync, so you stop routing every change through a webmaster.
Firms your size, with your product mix
12 products and 70 share classes, one hub
A fragmented tool stack replaced by a single reporting platform. Each portfolio manager now owns their own product section, and the whole range looks like one firm.
Daily reporting for a SIX-listed fund
Institutional-grade reporting across more than $1.1B in assets, with an integrated data room and role-based workflows that scale without compromising security.
20+ AMCs with compliant, tailored reports
PRIIPs generation automated and a distinct template per certificate, with product managers updating their own sections without going through IT.
A private bank's AM brand, made digital
Static monthly reports replaced with always-current interactive interfaces, aligned to the standards clients expect from a Swiss private bank.
What clients say
“Finlens revolutionizes our factsheet production by automating processes and reducing errors. This saves us significant time, allowing our team to focus on higher value activities. Its intuitive drag-and-drop feature allows for easy customization of content and design.”
Frank Crittin, Chief Investment Officer, MFM Mirante Fund Management
“Finlens surpasses our previous provider in flexibility and customization. They are very reactive and implement our needs swiftly, and it is far more cost-effective. Had we discovered Finlens sooner, it would have been our first choice.”
Sandro Francioni, Founder and CEO, FALGOM AG
“Automating processes and maintaining a professional and polished appearance are key for growing AuM, especially for small to mid-sized asset managers. Finlens excels in addressing these crucial aspects.”
Vincent Bonnard, Founding Partner, FINANZLAB
We are asset managers who got tired of building factsheets.
Alquant has been a FINMA-licensed asset manager of collective assets since 2022, and was the first fintech spin-off out of EPFL. We built Finlens because we were producing our own factsheets by hand and could not find a tool that worked for a firm our size.
That is why Finlens computes risk metrics the way a portfolio manager expects, handles share classes without complaining, and never assumes you have a reporting department. The people who built it use it every month.
More about Alquant (opens in a new tab)- 2018
- Founded in Switzerland as a quantitative asset manager
- FINMA
- Licensed as an asset manager of collective assets
- EPFL
- First asset management firm recognised as an EPFL startup
- Top 5
- Swiss Fintech Awards, best fintech nomination
Designed for firms without a software budget
- No setup fee
- Nothing to pay before you see it working.
- Start with one fund
- Prove it on a single product before going wider.
- Chargeable to the products
- In most structures the fee sits with the product, not your P&L.
- Live in weeks
- We handle the data setup. No demand on your IT.
Questions we get every week
Our fund administrator already sends reports. Why this too?
Administrator reports are standardised and on their terms. Finlens extends them with your brand, the analysis your clients actually ask for, and report types they do not produce, plus an investor-facing platform, which they do not offer at all.
Where does the data come from?
We set up automated feeds for NAVs, prices and holdings with your issuer or fund administrator, and arrange them if none exist. Manual and CSV upload stay available.
How does it fit our existing website?
Host it on your own domain, embed individual interactive components into your current pages, or link out. All three are fully white-labeled.
What about compliance and investor eligibility?
Restrict access by investor type and domicile, require login and 2FA, gate individual documents, manage roles, and maintain product-specific disclaimers from the admin panel.
Where is our data hosted?
Operational data in Switzerland, price and holding data in the Netherlands. Encrypted in transit and at rest, with daily backups.
Finlens is also used by
Banks with an in-house AM unit
Premium branded reporting for your asset management segment, without waiting on the incumbent PMS.Book a call (opens in a new tab)
Fund admins, ManCos and issuers
Extend your offering with client-facing reporting, with no development effort and a recurring revenue line.Book a call (opens in a new tab)
Wealth managers running mandates
Branded, automated reporting for individual client portfolios and model portfolios.Book a call (opens in a new tab)
See your own fund on Finlens
Fifteen minutes, no slides. We look at your product range, show you a live client platform, and tell you honestly what your setup would involve.
1 · A 15-minute call
We discuss your product range and show you the platform in action.
2 · Start with one product
No setup fee means you can prove it on a single fund before committing further.
3 · Scale across the range
Add products, share classes and report types as it earns its place.
Not ready to talk yet? Email Guillaume Bourquenoud, CEO, at gb@alquant.com.