Exklusive Offer für SGVV members

Cost advantage 15%

Top data quality

User-friendly PMS/CRM system

Pricing

One wealth platform

Ready-to-use portfolio management and CRM software for asset managers and family offices.

Basic offer

 One-time costs in CHFAnnual costs in CHF
One Wealth Platform (Basis Set-up)5’00011’560* (inkl. 1 User)
Onboarding pro Portfolio85*
Additional User2’125*

*15% price advantage as SGVV member (price incl. discount)

Optional Services


One-time costs in CHF Annual costs in CHF
Automatic posting (per bank connection) 1’000 300
Costs of an automated transaction 0.90
Costs of a semi-automated transaction 0.45
Outsourcing reconciliation (per portfolio) 180
Training, development & support (per hour) 200

Make an appointment now

We will be happy to show you how to save costs and minimize operational risks.

financial data processing 2.0

ONE Wealth Platform

Our state-of-the-art portfolio management tool. A highly flexible data model that simultaneously fulfills your regulatory requirements.

The modular structure allows a customized design of the tool and thus a maximum optimization of your processes: Investment Reporting, Compliance Monitoring, CRM and more.

ONE DATA

Whether Open banking or Open wealth, we offer a solution: our best-in-class data processing software processes your transactions at lightning speed, up to 98% automated and with the highest quality. 

The REST API driven access to your booked financial transaction positions (portfolios, positions) also allows you to submit the data directly to our PMS or to any third-party front-end system of your choice (financial accounting, treasury, tax tool or others).