After the year 2021 brought some structural changes for One PM, relevant successes in the market could be recorded again in 2022. We significantly increased the company’s sales and expanded our customer base in the asset management and family office segments, as well as in the fiduciary and investment controlling segments.
On the technical side, new features for the Portfolio Management System were introduced (Proposal App, Bulk Report, Bulk Order & Rebalancing, Reporting App and many more). In addition, the basis for new products for securities and financial accounting customers was created, which will be launched in 2023. Various new bank interfaces could be connected to the One PM system – and many more are in the pipeline in 2023.
From a sales perspective, things also moved forward: good discussions were initiated with well-known financial market participants, so we can look forward to an exciting 2023. However, we are most pleased to have consolidated and further developed the cooperation with our partners – this also strengthens our positioning as a leading financial data provider with a unique top data quality on the market. One PM continues to grow on all levels in 2023 – we are committed to this every day.