beyond cash

enabling open banking

FIN-TECH MEETS WEALTH-TECH

Are you a global custodian, life insurer, pension fund manager, big data provider, portfolio management software provider, pension fund, securities accountant, trustee, family or multi-family office, asset manager, investment controller, tax advisor, financial accountant or simply a company that wants to have its international payment flows and securities holdings under control?
Find out here how we manage to simplify your everyday work and at the same time prepare you for the future.

ONE PM AT A GLANCE

EVERYTHING FROM ONE SOURCE

We link you to any number of banks.

We process your data via various channels such as SWIFT (BIC), EBICS, SFTP or proprietary data feeds.

And are able to process raw data in a wide variety of formats (CSV, SWIFT, XML, etc.).

Raw data is subjected to data cleaning and converted into a ONE PM standard.

The engine aggregates the cleaned input data and posts up to 98% automatically via rule-setting and artificial intelligence. The rest is posted manually if desired.

Processed data is delivered via our ONE API interface to our own portfolio management tool, or to any third-party financial accounting, treasury, tax, PM tool or other target system.

Customised reports can be presented to end customers at any time and from anywhere.

ONE PM PRODUCTS

BENEFITS
AND PRODUCTS

Keeping a clear head and staying on top of things is not always easy. Whether you drink your coffee black, with sugar or milk, or prefer tea – we have the right solution for you:

  • Best-in-class data processing software: Fully documented API with fully automated securities accounting (REST API driven).
  • State-of-the-art portfolio management
  • FIDLEG/FINIG-compliant CRM platform

We are able to process payment transactions and securities transactions with our engine – beyond cash.

«I really appreciate the high level of expertise in IT & securities and the close support of ONE PM thanks to short response times.»

Alfred Meier
Managing Director, FDS Financial Data Services AG
ONE pm LIVE

YOUR DEMO

Book a slot with us and experience our portfolio management tool live or learn more about our booking engine.

Free of charge and without obligation – we look forward to meeting you!

one pm team

TECHNOLOGY MAKES THE DIFFERENCE

With a broad background in banking, fiduciary, portfolio management, mathematics, user interface and database design, we understand the needs of the financial industry.
Every day, we rise to the challenge of finding solutions to the complex needs of “open banking for securities transactions” as well as the regulatory challenges in wealth management.

ONE PM contact

INTERESTED? QUESTIONS?

We are at your disposal for further information and look forward to your enquiry.

enabling open banking
BEYOND CASH

contact

SEESTRASSE 78
8703 ERLENBACH
+41 44 542 34 80
info@one-pm.com
support@one-pm.com

Mo-Fr 8.30-17

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