Comply With Regulations
ONE PM is the portfolio management tool that gears you up for present and future regulatory requirements like MIFID II and FIDLEG/FINIG. Compile information from different channels into one tool and cover the whole client life-cycle: enter detailed client information like address, language and contact details, use onboarding tools, add contacts and access all your KYC, compliance information and investor profiles.
- Access entire investor history in one tool
- Check suitability with alerts on violations
- Record your clients risk tolerance and capabilities
Organize Memos, Events & Dues
The ONE PM calendar feature supports you in setting up, managing and syncing memos, meetings and tasks. Import and export into standard formats used by all major applications like ical, exchange or google calender
- Choose/create event types (meeting, call, restriction order, rebalancing, birthday or customized type)
- Attach documents, memos or reports to individual events
- Compliant memos: read-only or non-editable after creation
Integrate and Attach Documents
ONE PM provides an integrated document management system. Add documents to or download them from CRM entities like contacts or events. Add and save documents by drag and drop and access all documents in any format.
- Drag and drop documents
- Preview files in png, jpg and pdf
- Use smart search functionality