Fund Kis

Fund KIS publishes AM Suite, a modular information system for asset management companies covering portfolio and order management, operations and control, performance, risk and compliance, and client reporting. Its Regulatory & Legal module produces legal documents such as KIDs/PRIIPs, prospectuses, SFDR annexes and annual reports, and regulatory productions including PRIIPs, AIFM and MMF. Both sit on a shared Fund KIS Core layer for data, workflows, documents, integrations, AI and an MCP connection to ChatGPT and Claude.

The customers are asset management companies. The website cites more than 30 management companies and over 500 active users. Customers select and combine modules and extend them over time.

Fund KIS was founded in 2011 and is based in Antony, France. The website describes it as an independent French publisher, holds ISO 27001 certification, and states European hosting, documented DORA resilience and sovereignty options on request.

Product: AM Suite, a modular investment and regulatory information system for asset management companies, with a Regulatory & Legal module and the shared Fund KIS Core layer.