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© 2020 AM-One AG

AM-One Software

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
Investment Advisory
Client Reporting
Mobile Application
Custodian Connections
Consolidated Valuation
Client Relationship
Portfolio Management

AM-One Client Portal

Provide your clients with digital banking access to a consolidated view of their assets on the go, strengthening the relationship with your clients.

 

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. 

 

AM-One Compensation

Set your compensation model, calculation algorithms and choose your billing method to automate your account receivables and send out professional invoices. 

COMPENSATIONS

  • Assignment of fees to mandates
    and portfolios.

  • Management fees of any type.

  • Performance fee (High Watermark).

  • Retrocessions of any type.

  • Advisory fees of any type.

CALCULATIONS

  • Flexible business-friendly scripting
    tool.

  • 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.

  • Retrocessions controlling.

BILLING

  • 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.

AM-One System

Hosted in a ISO27001/SOC2 certified Cloud Facility in Switzerland, you benefit from high security, privacy and reliability at all times.

 

Swiss Datacenters

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.

Data Privacy

Guaranteed privacy of client data using segregation and anonymisation.

Cyber Security

Two-factor authentication and automatic encryption of data on the platform and while in transit over networks.