With a broad background in banking, fiduciary, portfolio management, mathematics, user interface and database design, we understand the needs of the financial industry.
Every day we face the challenge of finding solutions to the complex needs in the area of "open banking for securities transactions" as well as the regulatory challenges in asset management.
Herr Fabio Giuri | CEO
Sihlcity Büttenweg 16
Haus Tau 2. OG
8045 Zürich
Schweiz
Tel +41 44 542 34 81
https://one-pm.com/
Products
ONE Platform (Portfolio Management System) 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 fulfills your regulatory requirements.
The modular structure allows a customized design of the tool and thus a maximum optimization of your processes: Investment Reporting, Compliance Monitoring, CRM and more. The advantages:
- Ready-to-use-portfolio management
- Market-compliant CRM
- Unlimited connections
- 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 Data (Data Processing Software) Product & Cloud Service show product detailhide product detail
- Price:
- on request
- Description:
-
Whether Open banking or Open wealth, we offer a solution: our best-in-class data processing software processes your transactions at lightning speed, up to 98% automated and with 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
- Hosting:
- in Switzerland
- Categories:
- Software-as-a-Service (SaaS), Digital Asset Management (DAM), Wealth Management Platform(s)