Asset management Built by operations people, for operations people

One common core.
Tailored to your asset management.

AMX1 centralises your data, automates reporting, risk control and regulatory obligations, then adapts precisely to your processes through custom development. With or without a PMS.

✓Hosted in France, dedicated server✓Built-in audit trail✓Connected to your PMS✓DORA and GDPR framework

Wealth managers, listed fund managers and Private Equity firms trust us

Swen Capital PartnersAgrica ÉpargneFinancière de l'ArcBanque Saint OliveMontpensier ArbevelEiffel Investment GroupIQ-EQMCA FinanceSully Patrimoine Gestion
+20asset management firms supported
2020in business for over 5 years
100 %hosted in France, one dedicated server per client
The reality

You may have a PMS. Yet Excel is still everywhere.

With or without a PMS, teams still run reporting, controls and monitoring in Excel. A powerful tool, but not designed for asset management.

Your PMS may already handle

  • Position keeping
  • Portfolio valuation
  • Live market monitoring
  • Order management (OMS)
  • Ratio and pre-trade controls
With a PMS: AMX1 connects to it via API or FTP and takes care of everything it does not cover.

What often stays in Excel or Word

  • CRM and dealflow tracking
  • Custom client and fund reporting
  • Breach monitoring and risk sheets
  • Regulatory calculations and documents (PRIIPs, SFDR)
  • Investment quota calculation and tracking (Private Equity)
Without a PMS: AMX1 becomes your central tool, from reporting to ratios, from NAV verification to regulatory work.
Fragile processes

Heavy files

Formulas that break, silent errors. The more data piles up, the higher the risk of an incident.

Key-person dependency

One single person

If they leave or change roles, the knowledge leaves with them and business continuity is at risk.

History

No real database

One file saved per date, overwritten data, a history nobody can look up.

Traceability

Zero audit trail

Who changed this cell, when, and why? A blind spot for compliance.

The platform

The robustness of a proven core. The precision of custom development.

AMX1 is built around a common core, modules you activate for your business, and custom development that fits your processes exactly. You do not adapt your organisation to the tool: the tool adapts to you.

AMX Core, how it works

Three steps. One platform.

AMX Core structures your data flow, from import to final distribution. As flexible as Excel, but structured, automated, traced and connected.

Step 1

Data import

Bring all your sources together in one place with smooth, customisable table management.

  • API / FTP connection
  • PMS and data provider connection
  • Automatic import
  • History and structured database
Step 2

Design and calculations

Build your components, calculations and charts with a simple, intuitive editor.

  • No-code editor
  • Custom calculations (ratios, KPIs)
  • Brand guidelines
  • Workflows and dashboards
Step 3

Generation and distribution

Generate your documents in bulk and send them automatically to the right people.

  • Automated bulk generation
  • Delivery by email or secure portal
  • Centralised document storage
  • Full audit trail
The modules

Ready-to-use modules for every team.

Portfolio managers, risk managers, compliance officers, middle office: everyone gets their own scope, on the same database.

All teams · PE, UCITS, discretionary

Asset management reporting, generated automatically.

Design once, generate in bulk: factsheets, management reports, LP reports, investor letters, produced at every reporting date.

  • Custom templates in your brand
  • Distribution by email, portal or website
  • Generation for all your funds in a few clicks
Example factsheet generated by AMX1Example monthly report generated by AMX1
Risk managers

Anticipate breaches.

Regulatory, statutory and internal ratios, fund by fund. Your teams are alerted before a breach becomes a problem.

Risk map generated by AMX1
Compliance officers

Your regulatory obligations, automated and error-free.

  • PRIIPs calculations: SRI, scenarios, costs
  • KID, EPT, EMT, TPT, EET, SFDR annexes
  • Full history in case of an AMF inspection
  • Transparent calculations
Private Equity

A module designed for the specifics of private markets.

  • Funds of funds, growth capital, venture capital
  • Quota calculation and tracking
  • Performance indicators: TVPI, DPI, RVPI, IRR
  • LP reporting
  • CRM and dealflow tracking
Beyond the modules

Your need is specific? That is what we do.

Reporting, ratios, regulatory: that is the core. Our clients pushed us much further. Every module can be extended with custom development, built on AMX Core and therefore traced, historised and maintained like the rest of the platform.

Private client portal

A secure space where your clients and partners access their reports and data in real time.

Pre-trade control

Automatically check your orders for compliance before execution, against your investment rules.

CRM and dealflow tracking

Manage your opportunity pipeline, contacts and investment files.

NAV verification

Check the valuation sent by your fund administrator with a multi-step, historised workflow.

ESG dashboard

Track your ESG indicators by fund, generate your non-financial reports and monitor your commitments.

Quota calculation and tracking

Set up your investment quotas, track how they are met and receive automatic alerts.

Your next module

A process still run in a shared Excel file? Tell us about it and we will turn it into a feature in your AMX1 environment.

Tell us about your need →
What our clients say

Teams that took back control of their operations.

“
Congratulations to the AMX1 teams for the resources they committed and for building for Agrica Épargne a solution that automates our fund reporting and NAV verification processes. We would also like to highlight the strong involvement of the AMX1 teams in running the project and in their focus on client satisfaction.
Patrick LeroyDeputy CEO
Agrica Épargne
Agrica Épargne
“
We have been using AMX1 for more than 2 years to produce our client reports. This high-quality, intuitive tool lets us generate different reports for each client, all compliant with regulations.
Kevin HauryRisk manager
Financière de l'Arc
Financière de l'Arc
“
We worked with AMX1 to automate the production of the monthly management reports for our UCITS funds. The result fully meets our expectations, with a significant reduction in our report publication time.
Laurent MénétrierHead of Risk and Operations
MCA Finance
MCA Finance
“
AMX1 significantly improves our risk management process, in particular through the module for controlling and monitoring regulatory and statutory ratios.
Pierrick AllartCompliance Officer
Saint Olive Gestion
Saint Olive Gestion
“
AMX1 gave us an effective answer to our search for more efficient report production. Highly customisable, AMX1 has proven to be an intuitive and reliable tool.
Guillaume PeninCompliance Officer
Montpensier Arbevel
Montpensier Arbevel
Security and compliance

DORA and GDPR compliant, meeting the standards of your CISO.

Your investment data is critical. AMX1 is designed and operated as an ICT provider for asset management: DORA contractual framework, personal data protection, audited platform security.

Regulation (EU) 2022/2554

DORA

AMX1 operates within the DORA framework as a third-party ICT service provider to your asset management firms.

  • Contracts incorporating DORA requirements
  • DORA documentation available to your compliance teams
  • DORA amendments to existing contracts
Regulation (EU) 2016/679

GDPR

Data on your funds, clients and teams stays under control, in France.

  • Data hosted in France
  • One dedicated server per client, no pooling
  • Access restricted by three permission levels
  • Retention governed by the contractual relationship
Platform

Cybersecurity

A platform protected at every level, from your teams' login all the way to the server.

  • Client certificate, two-factor authentication (2FA) or SSO login
  • Strong generated and hashed passwords
  • Encrypted traffic between workstation and server
  • Regular penetration tests

Does your CISO have questions? We answer your security questionnaires, security assurance plans and DORA due diligence.

Talk to our team
Why trust us

Built by operations people who have done your job.

You are not talking to salespeople. You are talking to people who have lived your problems, and who built the solution they wish they had.

Michaël Zani
Michaël ZaniCEO and co-founder
14+ years in asset management
  • Head of risk control and reportingFinancière de l'Arc, 5 years
  • VBA consultant and developerListed assets and Private Equity, 5 years
Stéphane Mansard
Stéphane MansardCOO and partner
10+ years in asset management
  • Partner and Head of Middle OfficeFlornoy, 6 years
  • Operational reorganisationsLed through the group's successive mergers
Advisors
Philippe LevrelIQ-EQ, ex-Agama
Louis-Grégoire LogreIQ-EQ, ex-Agama, AMF
Hosted and secured in France

Each client has its own dedicated server, on which its interface and environment are hosted and secured.

Enterprise-grade technology

Built with Angular, a framework designed for high-load applications and large data volumes.

A tool as flexible as Excel, but built to last.

Show us one of your critical files. We will show you how AMX1 transforms it, with the core and the custom development you need.