Drill Down Into Performance and Contribution Analysis

Ever wondered how much of the performance is generated by a certain security or by a certain group of securities? With ONE PM you can see asset performances and contributions on position or asset class level with just a few clicks. On top of average weight, contribution and market contribution, analyze a portfolio’s volatility, TWR, MWR, and more.

  • Performance numbers on portfolio level
  • Contribution by position or asset groups
  • Custom asset groups: class, currency, industry, sector, …
  • Greeks and other performance figures

Document management and preview in CRM

Analyze Risk Allocation and Economic Exposure

Client events, tasks and calendar in CRM
Create portfolios according to your needs: consolidate a selection of assets or securities, create fractional portfolios or map fractional ownerships, analyze exposure and check single bookings. ONE PM provides a customizable categorization of bookings, that enable you to group and manipulate your portfolios in any way you want to.

  • Group by asset attributes
  • Compare to customizable model portfolios
  • Handle strategies, restrictions and violations
  • Consolidate multiple portfolios
  • Fractional portfolios and ownerships

Save Time With Bulk Rebalancing

Ever had to rebalance multiple portfolios the same way? With the bulk rabalance functionality of ONE PM you rebalance multiple portfolios at once or compare and adjust according to a model portfolio. Make use of pre- and post-trade analysis to generate an electronic or a printable order.

  • Rebalance multiple portfolios with a click
  • Adjust according to a model portfolio
  • Use pre- and post-trade analysis
  • Generate customizable electronic or printable order

Client Risk Profile in CRM

Curious About The All-In-One Platform?

ONE PM’s pricing model is as simple as it can get: get all for one price. App, storage, back office and custodian interfaces all inclusive. No hidden costs! Get in touch with us and get your quote!
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One PM AG
Neuhofstrasse 5A
6340 Baar
Phone: +41 44 542 34 80
Email: info@one-pm.com
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