Release Notes 23-14

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Release Notes 23-14

  • Release Notes

Good News @ONE PM: With three new additions to our team, we can now expand our application and interface development even more efficiently. We are therefore very much looking forward to the projects of the coming months.

The following improvements have been made:

Dashboard app

  • Information on portfolios has been added to the “Negative balances” widget in the dashboard app.
  • The “Currency, Composition, Antistress and Rimo Dashboard” widget has been revised in the Dashboard app.
  • In the Dashboard app, the data type format has been adjusted in the export of the “Maturity” widget.
  • In the Dashboard app, the export of the “Group” widget has been revised.

Restrictions app

  • -General revision and improvement of the Restrictions app.

Orders app

  • General revision and improvement of the Orders app.

Portfolios app

  • In the Portfolios app, the Asset Class widget can now be found between the Instrument Category and Currency.

Reports App

  • The “Transaction Cost” report has been added to the consulting fee in the Reports app.

Exports app

  • The fields “Accrued Interest” and “Journal Entries” have been added to the “Treasury Export” report in the Exports app.
  • New report “Current Holdings” and “Accrued Interest” and “Valor FDS”. Currency can now be selected before export. Decimal point extension for the “Export Current Holding” report
Expansion of the management at ONE PM AG

Zurich-based ONE PM AG is getting a valuable addition to its management team: With Tino Kesseli, long-time Head of IT and member of the management board at CSL Corporate Services Est., a man comes on board the fintech who has strongly influenced the automation of processes and the expansion of CSL’s digital service offering in recent years. Like ONE PM, CSL also offers IT solutions for financial service providers.

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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.

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