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
Christian
Egli
| CEO
Seestrasse 78
8703
Erlenbach
Schweiz
Tel +41 44 542 34 80
info@one-pm.com
http://www.one-pm.com
Internships and dissertations 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 wealth Product & Cloud Service show product detailhide product detail
- Price:
- starting at 20’000.- p.a. and 15’000.- one-off setup costs
- Description:
- ONE PM helps investment managers to optimize their internal work processes with a user-friendly all-in-one platform. The application is based on state-of-the-art technology and is agile and scalable, with IT security having top priority. As the first official and certified L2BA SWIFT partner, ONE PM offers a secure connection to over 10,000 financial institutions worldwide. With ONE PM, confusing tool landscapes with maintenance-intensive interfaces are definitely a thing of the past.
- 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 PM go! Product & Cloud Service show product detailhide product detail
- Price:
- starting at 15’000.- p.a. and 5’000.- one-off setup costs
- Description:
- Ready-to-use portfolio management tool - fully pre-defined and operational portfolio management environment at a very competitive price.
Comprises complete CRM functionality - All functions related to the successful fulfillment of an asset manager's core business: professional service for the clients.
Includes asset consolidation & reconciliation - Integration and consolidation of up to 3 banks in the basic package.
The basic package comprises 3 users and can be flexibly expanded in terms of functionalities and scope.
- 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:
- starting at 10’000.- p.a. + starting at 120.-/portfolio p.a.
- Description:
- ONE API allows any application direct access to ONE PM's asset consolidation & securities accounting services via a fully documented REST API, including multi-factor authentication. It allows authorized parties access to consolidated and reconciled securities over an unlimited number of banks.
Scope of services:
- Fully documented API
- Asset consolidation over an unlimited number of banks
- Securities accounting
- Complete reconciliation for automated portfolios
- Secure, segregated data hosting & backend IT infrastructure
- Technology:
- SaaS, Swiss Private Cloud, REST API
- Hosting:
- in Switzerland
- Categories:
- Software-as-a-Service (SaaS), Digital Asset Management (DAM), Open Banking API Services
