Year: 2019

We’ll dress you warmly! Start 2020 in the strongest possible position – thanks to our solutions for dealing with FIDLEG/FINIG

Everyone knows the “onion principle” when it comes to staying warm in the mountains. In the morning you get up early to conquer the freshly prepared ski slopes in the freezing cold. Packed snug and warm with your day pass in your pocket, you make your first run. After a few descents you already start to sweat and the first layer comes off. During the coffee break, the weather takes a turn and layers come on and off to suit. After the final descent all superfluous layers are jettisoned as we enter the warmth of the après-ski bar…

So what does this have to do with FIDLEG/FINIG and yourself?

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“SWIFT certified” — a label of central importance for ONE PM

A seal of quality that offers our customers the security they need, SWIFT has put ONE PM through its paces with regard to both technical and functional criteria, validating and recertifying the reconciliation capabilities for 2019. This is more important than ever at a time when micro-services and the fragmentation of the value-added chain are becoming the new reality in the financial industry.

“ONE PM has a very exciting business model and we have supported them from the beginning on their way to the L2BA-SWIFT partnership. Fortunately, they have since been able to confirm the certification requirements year after year.”

Roger Inderbitzin (SWIFT)

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“ONE API” — the new interface solution from ONE PM with open banking character

Open banking is currently on everyone’s lips and was also the subject of numerous discussions at the SFF19 (Swiss Fintech Fair). It was prominent in the panel discussion “Quo vadis Open Banking Switzerland?”, in which four currently active working groups participated (“Common API” from SFTI, “” from BEI St. Gallen, “Corporate API” from SIX and the API working group of the Swiss Bankers Association).

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ONE PM is now part of «Microsoft for Startups»

ONE PM's collaboration with Microsoft

We have lift off! With «Microsoft for Startups» Microsoft wants to move into new territory. Microsoft has validated the business model of ONE PM and now supports us as members of the «Microsoft for Startups» program, with the following benefits:

  • Access to Microsoft’s Azure Cloud infrastructure and resources
  • Access to partners of the Microsoft ecosystem and to the latest AI technologies
  • The potential for co-selling opportunities
  • Knowledge sharing within the Microsoft community

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Stay ahead of the game and visit our website here to see all of our partners and certificates.

Combined Forces – Strategic Partnership between CSL Corporate Services Ltd. and ONE PM AG

Cooperation between CSL and ONE PM AG

We are very pleased to communicate our cooperation with CSL Corporate Services Ltd. ( – another milestone in the development history of ONE PM AG.

Having already published our collaboration with well-known asset managers (e.g. INVESTAS AG), we are very pleased to now have CSL as our first major customer in the field of service providers. CSL will use the services of ONE PM especially in the areas of bank interface management, consolidation as well as reconciliation and refinement of financial data in their solutions, whereby CSL can strongly increase its digitization and automation.

The cooperation, however, goes far beyond a normal customer relationship: through this cooperation, synergies in back-office processes can be exploited and ONE PM customers can simultaneously benefit from selected services from the CSL solution portfolio, such as the possibility of electronic bank statement archiving solutions.

Both companies look forward to increasing operational process efficiency and strengthening their complementary product portfolios through this partnership.

«We have chosen ONE PM AG because we want to offer a powerful software solution that not only allows for increased scalability and a flexible data model, but also meets our highest security requirements.»

Giulio Rosamilia (Strategic Projects & Business Development @First Advisory Group)

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“Meet & Meat with ONE PM” – 19th of June @Erlenbach, ZH

On Wednesday 19 June 2019, ONE PM invites you to an early summer event “Meet & Meat with ONE PM”. Insights into current directions and new functionalities in the application will be presented in a compact form and relaxed atmosphere. In addition, the event will enable interaction between interested parties, active customers and employees of ONE PM.

16:30 Arrival & Welcome Apéro
16:50 Opening (Christian Egli / ONE PM AG)
17:00 Cyber Security – Financial Data in the Private Cloud (Thomas Singer / Sitrox AG)
17:25 Compliance – FIDLEG & co. on the horizon (Nicolas Ramelet / Mercury Compliance AG)
17:50 ONE PM application demonstration (Tobias Widmer & Andreas Ahlm / ONE PM AG)
18:15 Questions & Answers
18:30 Buffet with beer, sausages & bread

«Asset managers face some demanding challenges such as new regulations and digitization. Take the opportunity to learn more about the benefits of a modern portfolio management solution, gain insights into aspects of private cloud security and compliance requirements, and exchange ideas and network with other asset managers – all in one event.»

Christian Egli, CEO ONE PM

Date: Wednesday, 19th of June 2019, 16:30
Location: Schärer Areal / ONE PM, Seestrasse 78, 8703 Erlenbach
Participants: The event is open to all interested parties and customers of ONE PM
Admission: Free
Registration: by 9th of June at

Flyer «Meet & Meat with ONE PM» on the 19th June @Erlenbach

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Seestrasse 78
8703 Erlenbach
Phone: +41 44 542 34 80
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