In mid-June, AM-One will roll out several highly anticipated features to the AM-One platform including:
A UI/UX design refresh that includes a new standard theme and a 'dark mode'. Both offer a fresh layout and user experience with clean navigation and contextual actions. Custom themes are also available allowing each customer to overlay their corporate identity with a theme that works best for them.
FinSA (FIDLEG/LSFin) regulatory compliance offers full support for the Swiss FinSA framework, which also applies to Swiss and international EAMs with Swiss clients.
Portfolio simulator is an advanced portfolio simulation tool which allows users to dynamically evaluate the impact of change to portfolio structure and holdings. Evaluations include suitability, historical scenarios, ex-ante and ex-post risk calculations, and can be validated against pre-trade order restrictions.
Investment advisory proposals can be generated via the Portfolio Simulator for clients with advisory mandates to illustrate advised or requested investment changes.
A compliance dashboard is now available for portfolio managers providing an active monitor of ex-ante and ex-post portfolio compliance violations, with a list of possible actions to resolve each violation. For example, a MiFID II suitability violation resulting from insufficient liquidity would result in an alert on the monitor plus a set of contextual remediation actions to resolve the violation.
A notifications manager is now accessible via a righthand sidebar. Notifications are grouped into categories, such as order status notifications, task notifications, expiring documents, AML transactions, compliance violations, and system alerts.
An AML transaction monitor has been introduced with atomic and collective rule configuration to automatically identify and report potential AML issues.
ESG ratings - AM-One supports the use of ESG (Environmental, Social, and Governance) criteria as a factor in establishing a customer’s investment portfolio.