Risk Management and Fund Agent Solutions for Financial Firms
We help AIFs and UCITS fund managers reduce financial risk and run more efficient operations through fund agents.
Our risk management solutions – such as stress testing – assess the resilience of your investment funds and give you clear insights and control over market, credit and liquidity risks.
To improve efficiency, we build custom agents for both internal teams and the investors you serve. These agents save time, reduce costs and help increase investor interest.Â
Financial Risk Management
We turn complex data into clear risk insights using econometric risk modelling. We also support regulatory risk management, including Key Information Documents (KIDs) and DORA compliance.
Custom Risk Insights
Get data-driven insights into how your portfolio performs under different scenarios. We help investment funds enhance risk management and gain greater control over market, credit and liquidity risks.
- Stress testing
- Scenario analysis
- Risk dashboarding
- Risk modelling
KID
We help firms maintaining up-to-date KIDs, ensuring ESMA compliance.
- Performance Scenarios
- Summary Risk Indicators (SRI)
- Cost Tables
- Historical Performance
DORA ICT Incidents
Our software automates DORA compliance for financial firms.
- Classification of incidents
- Reporting of major incidents
- Monitoring of recurring incidents
Fund Agents for Financial Firms
Save time and money with operational and investor fund agents. We combine financial expertise with certified agent development. They are trained on your data using RAG – built to streamline fund operations.
Data Privacy & Security
- You choose the data, ensuring it stays protected. This means you decide what information the agent processes.
- Secure APIs prevent data from being used for AI training. In addition, they follow strict encryption standards. Key security advantages
- Open-source LLMs available for highly senstive data. However, we primarily use closed-source models for better performance.
Operational Fund Agents
- Save money, time and effort
- Are used by your internal team
- Are provided via secure links with authentication
Investor Fund Agents
- Increase investor interest and reduce support workload
- Are used by your investors
- Integrated into your website or app
Trusted by 15+ Investment Funds
What financial firms say about Amsshare
What I particularly appreciate is how, through his new company Amsshare, he not only builds on his experience with KID calculations but also actively innovates with tools such as the KID Compliance Tool and the DORA ITS Tool. His proactive attitude, transparent working style, and well-substantiated analyses make him a valuable advisor at the intersection of regulation, risk management, and data analysis.
I can wholeheartedly recommend Sven Peter as a knowledgeable, service-oriented, and forward-thinking professional in the field of financial (including KID) reporting and compliance tooling."
Why financial firms choose Amsshare
Financial Risk Management
At Amsshare, we combine a strong academic background in quantitative risk management with years of practical experience.
We’ve delivered solutions across KID modelling, DORA compliance and custom risk insights, helping firms stay ahead of market, credit and liquidity uncertainties.
With deep expertise in financial risk techniques such as stress testing and scenario analysis, we’re a specialised partner who understands your environment and delivers effective risk solutions.
Fund Agents
With a strong background in finance and certified expertise in building agents, we bridge the gap between financial complexity and improving operational efficiency.
We specialise in fund agents – custom-built for AIF and UCITS managers – because we understand the financial workflows, regulations and investor demands unique to fund management.
Do they replace humans? No. Our focus is on more efficient operations and smarter investor interactions. AI isn’t the solution – efficiency is. We just use AI as the engine behind it.
Technologies we rely on
How it works
1) Let's get in touch
Reach out via email or phone to discuss your needs. We'll schedule a brief meeting to see if Amsshare is the right fit for you.
2) Brief meeting
We'll explore your company's needs in detail and discuss how we can support you. Afterward, you'll receive a proposal outlining our plan, deadlines and budget.
3) Delivery
Once we reach an agreement, we'll implement the plan and deliver the final solution as promised.
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