Wealth Management Solutions & Connectivity Services
Ready-to-use Portfolio Management
Full CRM Functionality
Your portfolios & accounts with a limited set of banks
Do you have questions about specific functionalities or do you just want to browse a little?In our Knowledge Base you will find answers and detailed information.
Ready-to-use Portfolio Management
Start using the most powerful portfolio management functionalities of ONE PM for up to 3 users (2 full users, 1 read-only user) straight away. For instance, drill down into performance and contribution analysis. Or analyze risk allocation and economic exposure of your portfolios. You don’t need to configure any settings, just use our pre-defined setup for your convenience. In particular, “ONE PM go!” includes the following functionalities:
- Allocation, performance, restrictions
- Set of relevant reports
- Standard set of pre-defined investment strategy definitions
Full CRM Functionality
- Client Profiles
- Risk Profiles
- Journals & Documents
Your portfolios & accounts with a limited set of Banks
Although limited to 3 users (2 full users, 1 read-only admin user), “ONE PM go!” includes full IT infrastructure & secure segregated data hosting at most competitive rates. Furthermore, chose up to 3 banks and integrate up to 50 automated portfolios & up to 100 money accounts and benefit from full reconciliation service. “ONE PM go!” includes:
- Up to 3 Banks via SWIFT or alternative protocols
- Up to 50 automated portfolios & 100 money accounts
- Full reconciliation service for automated portfolios
