ONE PM AG Details

one pm is a cloud based portfolio management platform (pms) for wealth, asset and fund managers. built upon the newest web technologies it is accessible from anywhere at any time and from any device as long as ...
one pm is a cloud based portfolio management platform (pms) for wealth, asset and fund managers. built upon the newest web technologies it is accessible from anywhere at any time and from any device as long as you are connected to the web. with our backgrounds in wealth and portfolio management we know that the wealth manager needs more than just another financial information system about his or her client. with a modern approach to usability and user experience we provide a platform that combines all data in one place. by linking all information, we create real leverage for all included parties.CRM, portfolio management, multiple custodians, and flexible reporting are just some of our unique strengths.Our device: From asset managers for asset managers!
Website
Employees
HQ
+41 44 542 34 80
Location
Zürich, Zurich

Notable Alumni

Christian Jedlicka
Chief Product Officer (Produktleiter)
Etops Group AG
Sandro Schmidlin
Head Acquisition Team & Sales
CAT Financial Products AG
Tobias Widmer
Product Owner
Evooq
Pascal Vaucher
Chairman & Managing Director
Baumhaus Capital AG
Maurice Golay
IAM Platform Operations Manager
Evooq

Employees

Co-Founder and CTO at ONE PM AG
Member Board of Directors
Head Software Development

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