• Wealth Management Platforms & Connectivity Services
Your Key to the Future of Investment Management

ONE PM offers cloud based, API-driven holistic financial services, which include comprehensive asset and portfolio management platforms as well as an open API, delivering consolidated & reconciled accounting information over multiple custodians.
ONE PM promotes open banking and enables more data-driven, transparent, and intuitive wealth management.

Connectivity & Asset Consolidation

Connectivity with an unlimited number of banks, consolidating & reconciling accounts and exposing over an API

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Wealth Management Platforms


Offering tailored Platforms to all kinds of wealth Managers as well as to their own clients

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Security & Support


Highest security standards for data management & financial information and full support for our clients

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Backed by 24/7 monitoring and two factor authentication.
Read more about our security standards.

Connectivity & Asset Consolidation

Our core engine connects with all your banks and consolidates all your assets into ONE data base and provides reconciled and structured account details over a secure “Open API” to the platform of your choice.

  • Connectivity & Multi-Banking
  • Asset consolidation & Reconciliation
  • API & Access management

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unlimited banks


Wealth Management Platforms


Client Risk Profile in CRM
Our wealth management platforms offer a wide range of functionalities for Portfolio and Client Management, including full CRM functionalities, transparent asset allocation, exposure-, performance- & contribution-analysis and rebalancing. Depending on your preferences, you either look for our off-the-shelf product “ONE PM go!”, featuring all basic functionalities “to go” or the comprehensive platform “ONE wealth” that guarantees an unseen flexibility in customization. If desired, you even give your own customers access to their financial information, presented in a portal in your corporate design.

  • Powerful analytics & flexible reportings
  • Compliant CRM
  • Wealth manager & End-User Portals

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Security & Support

Together with our best-in-class partners for IT-infrastructure, access control and data encryption, we offer you the highest security standards you can think of for the handling and storage of your financial information – developed, maintained and hosted purely in Switzerland. All backed by 24/7 monitoring and full support during business hours.

  • Encryption & Authorization control
  • Secure Communication & Infrastructure
  • Client onboarding & Support

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unlimited banks

Curious About ONE PMs Products & Offerings?

ONE PMs pricing model is as simple as it can get: Application, storage, back office and custodian interfaces, all inclusive.
No hidden costs. Get in touch with us!
Contact us

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