• ONE PM Wealth Management Solutions & Connectivity Services
Your Key to the Future of Investment Management
Compliant CRM

Gearing you up for present and future regulatory requirements like MIFID II and FIDLEG

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Unlimited Connections

Taking care of all accounting for an unlimited number of accounts and custodian banks – at no additional cost

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Smart Portfolio Management

Providing multi-dimensional portfolio breakdown and state-of-the-art rebalancing and customizable reporting

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Backed by 24/7 monitoring and two factor authentication.
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On Top of Regulatory Changes

The financial world is rapidly changing. Regulatory requirements like MIFID II and FIDLEG are difficult to predict. ONE PM provides everything you need to comply with current and future regulatory changes: from risk scoring, to investor qualification questionnaires and automated alerts for violated restrictions, you will find all you need in one tool. Furthermore, with the platform you

  • record and track clients and opportunities,
  • manage investor profiles and suitabilities,
  • organize and sync memos, contacts and tasks,
  • and you keep documents in one place.

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Scale banking interfaces at no additional costs

unlimited banksSWIFT certificates

Dealing with multiple custodian banks with an ever increasing number of different accounts takes a lot of time and energy. ONE PM is a SWIFT certified partner and takes care of all of your accounting, your bookings, an unlimited amount of accounts and interfaces to multiple custodian banks (through SWIFT) – all at no additional cost. The platform allows you to

  • effortless setup of different banking interfaces,
  • add an unlimited number of accounts,
  • utilize the world leading secure interbank communication network (SWIFT),
  • and obtain and use your own BIC.

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Know Your Risks

Financial data can be difficult to see through or to analyze. ONE PM combines an intuitive interface with a variety of tools to see all you want in a few clicks. Drill down your data, rearrange or overview a certain group of assets. Thus ONE PM allows asset managers to stay ahead of the curve and to

  • see into the multidimensional allocation of risk,
  • analyze contribution and performance by selected aspects,
  • use pre- and post-trade suitability checks,
  • bulk rebalance your portfolios and create orders,
  • and map fractional ownerships.

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Curious About ONE wealth, the all-in-one platform?

ONE PM pricing model is as simple as it can get: get all for one price. Application, storage, back office and custodian interfaces all inclusive. No hidden costs! Get in touch with us and get your quote or one month of free test trial!
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Find Us
ONE PM AG
Seestrasse 78
8703 Erlenbach
Phone: +41 44 542 34 80
Email: info@one-pm.com
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Memberships

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Certificate of SFS membership, Swiss Finance Startups

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