Powered by the award-winning PM1 wealth management software from
Expersoft Systems with more than 650 customers and 3tn AUM CHF trusting PM1.
Regulations & Compliance
The AM-One Digital Banking solution is a client-facing browser and tablet application for online banking. The solution offers asset browsing, ordering, content publication, e-documents, and secure messaging features.
Set your compensation model, calculation algorithms and choose your billing method to automate your account receivables and send out professional invoices.
Flexible business-friendly scripting
Management fee calculation per quarter, with minimum/maximum cap and selective asset discounts capabilities, definition of exemptions and special conditions.
Stamp duty calculation.
Various calculations for tax reporting and internal profitability analysis.
Billing module to generate standard invoices with own corporate identity directly within the application.
Export option to generate invoices via Microsoft Word mailings.
Interfacing with accounting/ERP applications to automatically generate invoices from within the accounting/ERP application.
Hosted in a ISO27001/SOC2 certified Cloud Facility in Switzerland, you benefit from high security, privacy and reliability at all times.
Software platform hosted in a ISO27001/SOC2 certified Cloud Facility in Switzerland.
Guaranteed Service Availability
Scalable and resilient to outages with regular backup, the platform is available at all times.
Full Platform Outsourcing
Installed software is entirely managed by AM-One with latest upgrades applied automatically.
Guaranteed privacy of client data using segregation and anonymisation.
Two-factor authentication and automatic encryption of data on the platform and while in transit over networks.