Your key to the future of Investment Management
Ready-to-use Portfolio Management

Fully predefined and ready to use portfolio management environment at most competitive rates


Full CRM Functionality

Don’t miss out any functionality around the core of your business: Servicing your clients professionally


Your portfolios & accounts with a limited set of banks

Integrate up to 3 Banks, 50 automated portfolios & 100 money accounts. Consolidation & reconciliation service


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

Ready-to-use Portfolio Management

Start using the most powerful portfolio management functionalities of ONE PM for up to 3 users (2 full users, 1 read-only user) straight away. For instance, drill down into performance and contribution analysis. Or analyze risk allocation and economic exposure of your portfolios. You don’t need to configure any settings, just use our pre-defined setup for your convenience. In particular, “ONE PM go!” includes the following functionalities:

  • Allocation, performance, restrictions
  • Set of relevant reports
  • Standard set of pre-defined investment strategy definitions

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Full CRM Functionality

Using ONE PMs CRM makes your processes more efficient and lets you focus on the core of your business: your clients. Our CRM meets all future regulatory requirements, tackles Fidleg/MIFID II and records every client interaction. Specifically, “ONE PM go!” includes the following functionalities:

  • Client Profiles
  • Risk Profiles
  • Journals & Documents

More about CRM

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Your portfolios & accounts with a limited set of Banks

Although limited to 3 users (2 full users, 1 read-only admin user), “ONE PM go!” includes full IT infrastructure & secure segregated data hosting at most competitive rates. Furthermore, chose up to 3 banks and integrate up to 50 automated portfolios & up to 100 money accounts and benefit from full reconciliation service. “ONE PM go!” includes:

  • Up to 3 Banks via SWIFT or alternative protocols
  • Up to 50 automated portfolios & 100 money accounts
  • Full reconciliation service for automated portfolios

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unlimited banks

Get in touch with us and get your quote or one month of free test trial! Does “ONE PM go!” miss out your favorite feature of the comprehensive All-in-One product «ONE wealth»? Add it on at additional cost.
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Find Us
Seestrasse 78
8703 Erlenbach
Phone: +41 44 542 34 80
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swiss made software and hosted in Switzerland certificate

Certificate of SFS membership, Swiss Finance Startups