one data

True ownership of your data

Everyone is talking about Open Banking – we have the solution not only for cash transactions:

REST-driven access to all your portfolios, positions and financial transactions. The fully documented API allows you to access your data at any time and supports custom exports for the financial accounting tools or any other front-end tools.

FEATURES & MORE

one data

DATA CONSOLIDATION & INTEGRATION

The seamless consolidation and integration of financial data is becoming increasingly important in the wealth management value chain in the age of open banking. Let us do it for you! Our data model allows maximum flexibility in the desired data format.

MESSAGE INTERPRETATION & RECONCILIATION

Even though standards in financial communication are becoming established, they leave room for interpretation and tend to pose a challenge in further processing and consolidation. This usually leads to a lot of manual intervention. Our self-learning, AI-driven data processing software automatically processes up to 98% of incoming messages. At the same time, it learns and improves with each message processed.

Rest api

To provide all types of platforms and systems with targeted and immediate access to their consolidated and cleansed financial data, we use a fully documented Rest API. It provides you with information at the most detailed transaction level (fees, taxes, etc.).

the package

one data

Fully documented open API, including two-factor authentication, allowing access to consolidated assets and booked securities – across an unlimited number of banks.

one data testimonials

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.

«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