Who is AM-One designed for?
AM-One is designed to help asset managers in their various growth phases, and allows for customization in the overall solution.
USE CASE #1
Fresh start as
Independent Asset Manager
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.
USE CASE #2
Upgrading from manual to
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.
USE CASE #3
Harmonizing 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.