
Release Notes 23-10
We have been busy again and there have been many adjustments in the background – this benefits the speed and reliability of our ONE Wealth platform, among other things.

Interview with ONE PM COO Ali Madani: PMS systems
10 billion securities transactions – annually and worldwide. A huge number. Often, these transactions are still booked manually with a great deal of additional effort.

ONE PM AG continues to grow
Welcome to the team, Minh Trinh and Luis Torrejón Machado!

A successful first half year! Our CEO looks back and forward with pleasure.
Fabio, we are all enjoying the summer right now and so the first half of 2022 is already over. How did the first 6 months

Three questions to the CEO
ONE PM das Startup mit “Schnüzli” What role does ONE PM play in the open banking discourse? Dank unserer mehrjährigen Erfahrung wissen wir, dass aus

We are as secure as a bank
On average, those who manage assets have three to five banks as partners. The fintech One PM helps to bring together the data of all

Coffee talk with Jochen Vogler (Bellecapital AG)
During one of our regular Testimonial Coffee Talks, we had the opportunity to discuss a few questions with Jochen Vogler. Many thanks for the honest words and the very good cooperation!

“Client type” FIDLEG/FINIG
Fidleg/Finig requirements range from customer segmentation to appropriateness and suitability of financial services to documentation and accountability, as well as transparency and due diligence in

FINMA is on the mat: Your license?
Don’t oversleep, and secure solid onboarding by the end of the year Have you swept it, or have you already been making yourself.