The AM-One Platform
Availability. Security. Performance.
The complete solution for independent asset managers and family offices
providing world-leading portfolio management software and back-office services via a secure hosted platform solution.
Investment Software
AM-One is powered by the award-winning PM1 wealth management software from Expersoft Systems
Client Management
Full 360° KYC, on-boarding,
periodic review, and
relationship management
Order Management
Generation, pre-trade analysis,
and automated transmission of
security and FX orders
Portfolio Management
Risk analytics, performance
calculation, benchmarks
re balancing, fees, and more
Client Access
Responsive Web and Mobile
App access for your clients and
relationship managers
Regulations & Compliance
Coverage of local, regional, and
global regulatory requirements and
compliance reporting
Client Reports
Standard and bespoke client reports with every level of detail presented with your corporate identity
Investment Advisory
Goal-based financial planning,
portfolio simulation, scenario
analysis, and advisory
proposal generation
Custodian integration
Automated transaction interfaces
with over 50 custodians
Cloud Hosting
AM-One is hosted in certified world-class secure data-centres.
Maximum data privacy
Guaranteed privacy of client data using database encryption
Full Platform Outsourcing
Installed software is entirely managed by AM-One with latest upgrades applied automatically
Guaranteed data residency
Software platform hosted in a ISO27001/SOC2 certified Cloud Facility in Switzerland
24/7 service availability
Scalable and resilient to outages with continuous backups and disaster recovery locations
Cyber Security
Multi-factor OTP authentication and fine-grained data access entitlements
CUSTOMER
SUPPORT
24/7 ONLINE SUPPORT PORTAL
BUSINESS-HOURS PERSONAL SUPPORT
SELF-HELP USER GUIDES
VIDEO TRAINING
PRODUCT TOURS
BUSINESS CONSULTING
RAPID ONBOARDING
SYSTEM/DATA MIGRATION
POSITIONS & PERFORMANCE IMPORT
COMPREHENSIVE TRAINING
EXPERIENCED LOCAL TEAM
PROJECT
DELIVERY
CUSTODIAN INTERFACE MANAGEMENT
DATA QUALITY & INTEGRITY CHECKS
TRANSACTION RECONCILIATION
MANUAL BOOKINGS
DATA ENRICHMENT
TEAM LOCATED IN SWITZERLAND
BACK
OFFICE
Partnering
MARKET DATA & ASSET UNIVERSE
-
Preferred provider of market data for portfolio valuation
-
Common asset titles universe
-
Instrument pricing data