Category: Partnerships

“SWIFT certified” — a label of central importance for ONE PM

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.”

Roger Inderbitzin (SWIFT)

Read More

ONE PM is now part of «Microsoft for Startups»

ONE PM's collaboration with Microsoft

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

Visit website

Stay ahead of the game and visit our website here to see all of our partners and certificates.

Combined Forces – Strategic Partnership between CSL Corporate Services Ltd. and ONE PM AG

Cooperation between CSL and ONE PM AG

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.»

Giulio Rosamilia (Strategic Projects & Business Development @First Advisory Group)

Read More

First asset manager to sign L2BA partnership contract

One of the panelists in the morning Auditorium session is Tobias Widmer, CEO of Zurich-based ONE PM, which is the first L2BA partner to specifically address the asset management customer segment. With live clients, the firm’s portfolio management system has Alliance Lite2 embedded in the application. […] “Offering our application as a cloud-based service is an integral part of our strategy,” Widmer explains. “As the industry faces many regulatory challenges and, with that, rising costs, a cloud-based solution gives the option to source services. This allows the asset manager to potentially reduce costs, simplify IT infrastructure and focus on the core of its business.”
Download PDF

Find Us
ONE PM AG
Seestrasse 78
8703 Erlenbach
Phone: +41 44 542 34 80
Email: info@one-pm.com
Follow Us
Memberships

swiss made software and hosted in Switzerland certificate

Certificate of SFS membership, Swiss Finance Startups

Microsoft for Startups logo