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
Smart Wealth Management Solutions
All-in-One Service & Support
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
Smart Wealth Management Solutions
- Powerful analytics & flexible reportings
- Compliant CRM
- Wealth Manager & end-user portals
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
