• ONE PM Wealth Management Solutions & Connectivity Services
    Wealth Management Solutions & Connectivity Services
Your key to the future of investment management

ONE PM offers cloud based, API-driven holistic Financial Services, which include comprehensive Asset- and Portfolio Management Solutions as well as an open API, delivering consolidated & reconciled accounting information over multiple custodians.

ONE PM promotes Open Banking and enables more data-driven, transparent, and intuitive Wealth Management.

Scalable Financial Data Engine

Connectivity with an unlimited number of banks, cloud based asset consolidation & integration. Flexibility through API-driven development.

Smart Wealth Management Solutions

Tailored applications for all kinds of Wealth Managers and their clients. Compliant CRM, powerful analytics & flexible reportings.

All-in-One Service & Support

Data hosting, reconciliation and data management backed by the highest security standards. All with a dedicated inhouse support for our clients.


Backed by 24/7 monitoring and two factor authentication.
Read more about our security standards.

Scalable Financial Data Engine

Our core engine connects with all your banks and consolidates all your assets into ONE data base and provides structured account details over a secure “Open API” to the platform of your choice.

  • Connectivity & Multi-Banking
  • Asset Consolidation & Integration
  • API-driven Development

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unlimited banks

Smart Wealth Management Solutions

Client Risk Profile in CRM
Our Wealth Management Solutions offer a wide range of functionalities for portfolio and client management, including full CRM functionalities, transparent asset allocation, exposure, performance & contribution analysis and rebalancing. Depending on your preferences, you either look for our off-the-shelf product “ONE PM go!“, featuring all basic functionalities “to go” or the comprehensive platform “ONE wealth” that guarantees an unseen flexibility in customization. If desired, you even give your own customers access to their financial information, presented in a portal in your corporate design.

  • Powerful analytics & flexible reportings
  • Compliant CRM
  • Wealth Manager & end-user portals

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All-in-One Service & Support

Data Hosting, Data Management and Asset Reconciliation. Together with our best-in-class partners for IT-infrastructure, access control and data encryption, we offer you the highest security standards you can think of for the handling and storage of your financial information – developed, maintained and hosted purely in Switzerland. All backed by 24/7 monitoring and full inhouse support during business hours.

  • Asset reconciliation
  • Encryption & authorization control
  • Secure communication & infrastructure
  • Client onboarding & support

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All-in-one ONE PM solution

Curious About ONE PMs Products & Offerings?

ONE PMs pricing model is as simple as it can get: Application, storage, back office and custodian interfaces, all inclusive.
No hidden costs. Get in touch with us!
Get a quote

Find Us
Seestrasse 78
8703 Erlenbach
Phone: +41 44 542 34 80
Email: info@one-pm.com
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