News

INVESTAS AG moves into the future with ONE PM AG

We are pleased to announce that ONE PM’s customer base has increased with the addition of the renowned INVESTAS AG (investas.vfischer.ch) – one of the larger asset managers based out of Switzerland. INVESTAS AG has decided to work together with ONE PM AG, after successful completion of the onboarding process.

“There is currently hardly a better provider than ONE PM in terms of implementation competence and simplicity and clarity of structure. ”

Marco Fumasoli, CIO at v.FISCHER INVESTAS AG.

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One PM AG and its Network Security Partner – Open Systems AG – fulfil the new EU data protection law (GDPR) effective as of May 25, 2018

Under the GDPR (General Data Protection Regulation), a company is required to enter into certain contractual clauses if it delegates the processing of personal data to another party (i.e. the processor). This applies if either the company (i.e. the controller) or the processor is subject to the GDPR.

Depending on how the law is interpreted, companies alike Open Systems can be considered a processor of its customers in certain limited situations. Even though the existing setup of One PM with Open Systems already contains provisions that guarantee highest level of security, one may find these clauses not sufficient for certain formal requirements of the GDPR.

For that reason, Open Systems and One PM are upgrading their contractual relationship with data protection terms, in view of the new requirements of the GDPR.

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New trend in the area of asset management tools

Are the business models in Asset Management changing?
Are future Asset Management Services going to be supplied by independent platform providers instead of Swiss Banks?
These are some of the key questions that Florian Lütolf puts forward in his master thesis of Advanced Studies in Bank Management at HSLU Lucerne University of Applied Sciences and Arts.

The ever increasingly regulatory requirements on external Asset Managers are impacting their business models around the globe in the financial industry.
Financial constraints on Asset Managers makes the need for efficient tool-based assistance vital to reduce costs.
This support can be provided not only by Banks, but also by cost-effective independent Portfolio/Wealth Management software providers like One PM AG.

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One PM AG is the first company to embed Alliance Lite2 in PMS

One PM is the first SWIFT Alliance Lite2 for Business Applications partner that addresses the asset management customer segment.

The SWIFT Community Cloud offering continues to attract a growing and diverse range of customers, both direct and through third party business application providers. Zurich-based One PM, a cloud-based portfolio management platform for asset managers, is the first SWIFT Alliance Lite2 for Business Applications partner offering a portfolio management system that addresses the asset management customer segment.

“Offering our application as a cloud-based service is an integral part of our strategy”, CEO Tobias Widmer explains. “As the industry faces many regulatory challenges and rising costs, a cloud-based solution allows the asset manager to reduce costs, simplify IT infrastructure and focus on the core of its business.”

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Meet, Learn and Dine: Trends der Zukunft

Come and join the event “Software, Compliance & Asset Management – Trends der Zukunft”

When: Tuesday, March 14, 2017, 16.00 Uhr
Where: Gainsbourg Bar & Event Location, Kreuzstrasse 26, 8008 Zürich (Seefeld)

16:00 – Begrüssungs-Apéro
16:15 – Vorstellung One PM inkl. Demo der Applikation (Sandro Schmidlin & Tobias Widmer / One PM)
16:45 – “Strategische Antworten auf künftige regulatorische Anforderungen” (Stefan Baumann & Romy Dollé / Geissbühler Weber & Partner AG)
17:05 – “Es ist Zeit für ein Value Comeback” (Peter Frech / Fonds Manager bei der Quantex AG)
17:35 – Fragen und Antworten
17:35 – Ende der Präsentation
17:45 – Apéro

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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.”
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