Solution introduction
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
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 and 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.
