ONE PM has launched a new product, designed and tailored in functionalities and pricing for smaller to mid-sized Independent Asset Managers (IAM) in Switzerland. Client responses are very positive so far and with the successful onboarding of the first client within less than two weeks, ONE PM has proved that the setup process is as lean as the product itself.
“ONE PM go!” includes the following key features at a fixed rate:
- Ready-to-use portfolio management – Fully predefined and ready to use portfolio management environment at most competitive rates for up to 3 users.
- Full CRM functionality – All features an IAM needs around the core of its business: servicing clients professionally.
- Full asset consolidation & reconciliation service – up to 3 banks and 50 automated portfolios & 100 money accounts can be integrated.
If needed, additional users, banks and portfolios can be added at some extra costs. Alike the all-in-one asset management platform “ONE wealth”, “ONE PM go!” includes full IT infrastructure & secure segregated data hosting, two factor authentication and is backed by 24/7 monitoring service.
Curious About “ONE PM go!”? Click HERE