It all began with the idea of making the daily work of an asset manager easier in terms of client, portfolio management, and reporting. Our challenges are not always straightforward but we tackle them gradually and yesterday we were able to celebrate another great success. At the ‘Wealth Briefing Swiss Award 2020’ in Geneva we were selected as the winner in two categories: ‘Best Innovative Fintech Solution’ and ‘Best Data Provider’. We feel both honored and very proud of what we have achieved so far. Our journey continues, because we want to develop more, make lasting changes, and challenge the status quo.
Everyone knows the “onion principle” when it comes to staying warm in the mountains. In the morning you get up early to conquer the freshly prepared ski slopes in the freezing cold. Packed snug and warm with your day pass in your pocket, you make your first run. After a few descents you already start to sweat and the first layer comes off. During the coffee break, the weather takes a turn and layers come on and off to suit. After the final descent all superfluous layers are jettisoned as we enter the warmth of the après-ski bar…
So what does this have to do with FIDLEG/FINIG and yourself?
A seal of quality that offers our customers the security they need, SWIFT has put ONE PM through its paces with regard to both technical and functional criteria, validating and recertifying the reconciliation capabilities for 2019. This is more important than ever at a time when micro-services and the fragmentation of the value-added chain are becoming the new reality in the financial industry.
“ONE PM has a very exciting business model and we have supported them from the beginning on their way to the L2BA-SWIFT partnership. Fortunately, they have since been able to confirm the certification requirements year after year.”
Open banking is currently on everyone’s lips and was also the subject of numerous discussions at the SFF19 (Swiss Fintech Fair). It was prominent in the panel discussion “Quo vadis Open Banking Switzerland?”, in which four currently active working groups participated (“Common API” from SFTI, “OpenBankingProject.ch” from BEI St. Gallen, “Corporate API” from SIX and the API working group of the Swiss Bankers Association).
We have lift off! With «Microsoft for Startups» Microsoft wants to move into new territory. Microsoft has validated the business model of ONE PM and now supports us as members of the «Microsoft for Startups» program, with the following benefits:
- Access to Microsoft’s Azure Cloud infrastructure and resources
- Access to partners of the Microsoft ecosystem and to the latest AI technologies
- The potential for co-selling opportunities
- Knowledge sharing within the Microsoft community
Stay ahead of the game and visit our website here to see all of our partners and certificates.
We are very pleased to communicate our cooperation with CSL Corporate Services Ltd. (www.csl.li) – another milestone in the development history of ONE PM AG.
Having already published our collaboration with well-known asset managers (e.g. INVESTAS AG), we are very pleased to now have CSL as our first major customer in the field of service providers. CSL will use the services of ONE PM especially in the areas of bank interface management, consolidation as well as reconciliation and refinement of financial data in their solutions, whereby CSL can strongly increase its digitization and automation.
The cooperation, however, goes far beyond a normal customer relationship: through this cooperation, synergies in back-office processes can be exploited and ONE PM customers can simultaneously benefit from selected services from the CSL solution portfolio, such as the possibility of electronic bank statement archiving solutions.
Both companies look forward to increasing operational process efficiency and strengthening their complementary product portfolios through this partnership.
«We have chosen ONE PM AG because we want to offer a powerful software solution that not only allows for increased scalability and a flexible data model, but also meets our highest security requirements.»
On Wednesday 19 June 2019, ONE PM invites you to an early summer event “Meet & Meat with ONE PM”. Insights into current directions and new functionalities in the application will be presented in a compact form and relaxed atmosphere. In addition, the event will enable interaction between interested parties, active customers and employees of ONE PM.
|16:30||Arrival & Welcome Apéro|
|16:50||Opening (Christian Egli / ONE PM AG)|
|17:00||Cyber Security – Financial Data in the Private Cloud (Thomas Singer / Sitrox AG)|
|17:25||Compliance – FIDLEG & co. on the horizon (Nicolas Ramelet / Mercury Compliance AG)|
|17:50||ONE PM application demonstration (Tobias Widmer & Andreas Ahlm / ONE PM AG)|
|18:15||Questions & Answers|
|18:30||Buffet with beer, sausages & bread|
«Asset managers face some demanding challenges such as new regulations and digitization. Take the opportunity to learn more about the benefits of a modern portfolio management solution, gain insights into aspects of private cloud security and compliance requirements, and exchange ideas and network with other asset managers – all in one event.»
|Date:||Wednesday, 19th of June 2019, 16:30|
|Location:||Schärer Areal / ONE PM, Seestrasse 78, 8703 Erlenbach|
|Participants:||The event is open to all interested parties and customers of ONE PM|
|Registration:||by 9th of June at email@example.com|
ONE PM has launched a new product, designed and tailored in functionalities and pricing for smaller to mid-sized Independent Asset Managers (IAM) in Switzerland. Client responses are very positive so far and with the successful onboarding of the first client within less than two weeks, ONE PM has proved that the setup process is as lean as the product itself.
“ONE PM go!” includes the following key features at a fixed rate:
- Ready-to-use portfolio management – Fully predefined and ready to use portfolio management environment at most competitive rates for up to 3 users.
- Full CRM functionality – All features an IAM needs around the core of its business: servicing clients professionally.
- Full asset consolidation & reconciliation service – up to 3 banks and 50 automated portfolios & 100 money accounts can be integrated.
If needed, additional users, banks and portfolios can be added at some extra costs. Alike the all-in-one asset management platform “ONE wealth”, “ONE PM go!” includes full IT infrastructure & secure segregated data hosting, two factor authentication and is backed by 24/7 monitoring service.
Curious About “ONE PM go!”? Click HERE
Following the Annual General Meeting, ONE PM welcomed Florian Gutzwiller and Peter Schweighofer as new members of the Board of Directors. We are pleased to announce a further strengthening of the ONE PM management team – as Christian Egli joins us in the capacity of Chief Executive Officer.
As of September 2018, Christian Egli has taken over the role of ONE PM’s CEO. Tobias Widmer who was the former CEO, has taken on the role of Chief Operating Officer. Further, Pascal Vaucher has withdrawn from operations of ONE PM and will focus his energies on his role as Chairman of the Board of Directors.
«I’m really looking forward to the challenges at ONE PM. The product is based on a rock-solid, scalable core and has tremendous potential. Now it’s time to pack it smart and convince the world of its usefulness. A diamond that requires skillful smoothing…»
We are delighted to welcome Christian Egli to our team. He has extensive experience in strategy development and change management. Under the leadership of Christian Egli, ONE PM will further sharpen its vision of the future and pursue its goals in a focused and structured manner. Chritian’s agenda also includes the development and expansion of existing corporate structures.
Press Release [in German only]