Solution introduction

Wealth management solutions & connectivity services

Your key to the future of investment management

Compliant CRM
The financial world is rapidly changing. Regulatory requirements like MIFID II and FIDLEG are difficult to predict. ONE PM provides everything you need to comply with current and future regulatory changes: from risk scoring, to investor qualification questionnaires and automated alerts for violated restrictions, you will find all you need in one tool. Furthermore, with the platform you:

  • Record and track clients and opportunities
  • Manage investor profiles and suitabilities
  • organize and sync memos, contacts and tasks
  • And you keep documents in one place

Unlimited connections
Dealing with multiple custodian banks with an ever increasing number of different accounts takes a lot of time and energy. ONE PM is a SWIFT certified partner and takes care of all of your accounting, your bookings, an unlimited amount of accounts and interfaces to multiple custodian banks (through SWIFT) – all at no additional cost. The platform allows you to:

  • Effortless setup of different banking interfaces
  • Add an unlimited number of accounts
  • Utilize the world leading secure interbank communication network (SWIFT)
  • And obtain and use your own BIC

Smart portfolio management
Financial data can be difficult to see through or to analyze. ONE PM combines an intuitive interface with a variety of tools to see all you want in a few clicks. Drill down your data, rearrange or overview a certain group of assets. Thus ONE PM allows asset managers to stay ahead of the curve and to:

  • See into the multidimensional allocation of risk
  • Analyze contribution and performance by selected aspects
  • Use pre- and post-trade suitability checks
  • Bulk rebalance your portfolios and create orders
  • And map fractional ownerships

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.