AM-One is the first comprehensive one-stop-shop combined platform and service provider dedicated to helping transform the business operations of independent asset managers and family offices.

The solution embeds the PM1 Portfolio Management System and CRM software of parent company Expersoft Systems in a private cloud platform hosted in Switzerland. Thanks to this offering, the IAMs and FOs can outsource the hosting, application, and interface management and focus on their core business. 

The platform is complemented by a full service offering back-office services for automated control of the custodian bank data feeds, quality checks and enrichments, as well as specialised compliance services, and transformation process consulting. 

AM-One also supports the digitalization process from client on-boarding through all aspects of client lifecycle management, including coverage of all critical regulations including MiFID II, MiFIR, FATCA, AEoI, and FIDLEG. 

The AM-One solution is both broad in its functional coverage and deep of the functionalities. Not only does this allow each IAM and FO to work according to the individualized process, but they can also benefit from the tremendous power of the software.  

As each business is different, AM-One offers its software and services in a modular and flexible way. At the core, the PMS & CRM application builds the backbone of the business, allowing for scalability, efficiency, and processes designed for regulatory compliance. Based on requirements and wishes, wealth and asset managers can upgrade by including back office, compliance and consulting services.