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Wealth Management Platform(s) > Providers from Switzerland

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  • Product & Cloud Service: product
    e-AMIS – Wealth Management System
    Price:
    On request
    Version:
    N/A
    Description:
    e-AMIS is the complete asset management and information system for mapping the entire investment process in portfolio management. Family offices, banks, asset managers and other financial service providers appreciate the comprehensive range of functions and the intuitive operation of the software. With its flexible architecture and innovative technology, e-AMIS enables the efficient management of investments. Portfolio managers and investment advisors use e-AMIS to increase the quality of advice and to ensure optimal customer care.
    Technology:
    N/A
    Categories:
    General Financial, Wealth Management Platform(s), Software-as-a-Service (SaaS)
    Link:
    https://www.profidatagroup.com/de/e-amis/
    Company:
    Profidata AG
  • Product & Cloud Service: product
    ONE PMS
    Price:
    on request
    Version:
    N/A
    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
    Categories:
    Software-as-a-Service (SaaS), Digital Asset Management (DAM), Wealth Management Platform(s), Platform-as-a-Service (PaaS)
    Link:
    https://one-pm.com/produkte-onepms/
    Company:
    ONE PM AG
  • Product & Cloud Service: product
    ONE CRM
    Price:
    on request
    Version:
    N/A
    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
    Categories:
    Software-as-a-Service (SaaS), Digital Asset Management (DAM), Wealth Management Platform(s)
    Link:
    https://one-pm.com/produkte-onecrm/
    Company:
    ONE PM AG