one pms

SCALING YOUR INVESTMENT PROCESS

Our state-of-the-art portfolio management tool. A highly flexible data model that simultaneously fulfils your regulatory requirements. The modular structure allows a customised design of the tool and thus a maximum optimisation of your processes: Reports, monitoring of restrictions, reporting, rebalancing, orders and much more.

FEATURES & MORE

one pms

CRM IN LINE WITH THE MARKET

Ready for MIFID II, FIDLEG & Co.: We offer everything you need for compliance with current and future regulations: Risk assessment, investor qualification questionnaires and automatically generated notifications in case of restriction violations - all on one platform.

ready-to-use portfoliomanagement

Instantly use the most powerful portfolio management features for up to 3 users. Drill down into performance and contribution analysis. Or analyse the risk allocation and economic risk of your portfolios. No need to configure any settings, just use our predefined setup.

UNLIMITED CONNECTIONS

Managing different bank connections and various account types takes a lot of time and energy. We are a certified SWIFT partner and take care of your securities accounting, an unlimited number of accounts and the interfaces to your financial institutions (via SWIFT) and all without additional costs.

ASSET CONSOLIDATION & RECONCILIATION

Full IT infrastructure and segregated, separate data hosting, two-factor authentication at extremely competitive prices. Depending on your needs, you can use Recon light or Full Service: If you do manual bookings yourself, our data processing engine with Recon light processes everything that can be done automatically. With Recon Full Service, on the other hand, our data processing machine does the automatic part and our team of experienced securities accountants do the remaining manual bookings for 100% clean transactions.

RISK AWARE

Financial data can be difficult to read and analyse. We combine an intuitive interface with a variety of tools to go from overview to detail in just a few clicks. ONE PM enables asset managers to stay ahead of the game.

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GO!

WEALTH

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WHY WITH US?

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.

Learn more about our history & our team.

«There is currently no better provider in terms of implementation expertise and clarity of structure.»
Marco Fumasoli
CIO, Fischer Investas AG