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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 Platform (Portfolio Management System)
    Price:
    on request
    Version:
    N/A
    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
    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-oneplatform/
    Company:
    ONE PM AG
  • Product & Cloud Service: product
    ONE Data (Data Processing Software)
    Price:
    on request
    Version:
    N/A
    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
    Categories:
    Software-as-a-Service (SaaS), Digital Asset Management (DAM), Wealth Management Platform(s)
    Link:
    https://one-pm.com/produkt-onedata/
    Company:
    ONE PM AG