ONE PM offers holistic, cloud-based asset management services via a REST API as well as a comprehensive portfolio management platform.
ONE PM is a leading provider of consolidated and reconciled securities information across multiple custodian banks, outperforming existing bank interfacing capabilities in terms of scalability and overcoming missing standards through self-learning mechanisms.
Herr Reto Casutt | CEO
Sihlcity Büttenweg 16
Haus Tau 2. OG
8045 Zürich
Schweiz
Tel +41 44 542 34 81
info@one-pm.com
http://www.one-pm.com
Internships, dissertations and apprenticeships show detailhide detail
We offer internships
We offer positions for dissertations
Contact: Herr Christian Egli
Tel +41 44 542 34 80
info@one-pm.com
http://www.one-pm.com/en/company/you/#open_positions
Products
ONE PMS Product & Cloud Service show product detailhide product detail
- Price:
- on request
- Description:
-
Our state-of-the-art portfolio management tool. A highly flexible data model that simultaneously fulfils your regulatory requirements.
The modular structure allows a customised design of the tool and thus a maximum optimisation of your processes: Reports, monitoring of restrictions, reporting, rebalancing, orders and
much more.
- Technology:
- SaaS, Swiss Private Cloud
- Hosting:
- in Switzerland
- Categories:
- Software-as-a-Service (SaaS), Digital Asset Management (DAM), Wealth Management Platform(s), Platform-as-a-Service (PaaS)
ONE CRM Product & Cloud Service show product detailhide product detail
- Price:
- on request
- Description:
-
In addition to information obligations, you will be subject to customer segmentation, appropriateness and suitability checks, and you will have to guarantee best execution for your customers.
Your clients will have the right to document and disclose the information collected and demand accountability for the services provided.
To meet these challenges efficiently and effectively, we offer you our solution.
- Technology:
- SaaS, Swiss Private Cloud
- Hosting:
- in Switzerland
- Categories:
- Software-as-a-Service (SaaS), Digital Asset Management (DAM), Wealth Management Platform(s)
ONE API Product & Cloud Service show product detailhide product detail
- Price:
- on request
- Description:
-
Everyone talks about Open banking, we act:Our best-in-class data processing software processes your transactions at lightning speed, up to 98% automated and in the highest quality.
The REST API driven access to your booked financial transaction positions (portfolios, positions) also allows you to submit the data directly to our PMS or to any third-party front-end system of your choice (financial accounting, treasury, tax tool or others).
- Technology:
- SaaS, Swiss Private Cloud, REST API
- Hosting:
- in Switzerland
- Categories:
- Software-as-a-Service (SaaS), Digital Asset Management (DAM), Open Banking API Services
