The leading platform solution
for asset managers and family offices

More than 650 customers with over 3 trillion of AUM trust our platforms

am-one logo.png

AM-One offers a transformational balance of innovation, agility, experience and value.

Innovation.


Agility.

Experience.

Value.

Business-driven cloud technology platform with personalised services


Fast moving response to the local needs of our asset manager community

The incredible power of the award-winning PM1 solution from Expersoft 

Industry-beating return-on-investment

 
 

Who is AM-One designed for?

 

AM-One is designed for independent asset managers and family offices
in various stages of growth, with the solution offering more as you need it to adapt with your changing needs

New Growth

START-UP

 

Starting out as an

Asset Manager or Family Office

AM-One is the right solution for you to start small and to scale with the business.

You have incorporated your company and are now looking for a full-service provider that can bring a stable portfolio management and CRM platform, as well as take care of compliance and all custodian related back office services, including data management.

Scaling the Rocks

GROWTH

 

Upgrading from manual to

automated processes

​AM-One is the right solution for you to further professionalize your business, streamline processes, reduce risk and increase efficiency.

You operate your asset management business mostly manually using Excel spreadsheets, which is quite labor intensive with significant retyping. Now, planning to upgrade to automated processes, you are looking for a tool that outsources compliance and other back office tasks to a professional provider. 

Tall Buildings

LEADER

Harmonising systems and
outsourcing non-core business

AM-One is the right solution for you to further optimize your business processes, having the non-core business functions outsourced to a single professional partner.

You are already using a portfolio management tool and are looking for a more complete and full service package that delivers the application, compliance and custodian related back office services including data management.​

 

 Discover AM-One 

Request a Demo

Thanks for your request. We will be in touch within 24 hours.

or send an enquiry email to info@am-one.ch