AM-One Elements

 

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.

The Application

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,        
r  ebalancing, fees, and more       

                  Client Access

 Responsive Web and Mobile    
App access for your clients and         
           relationship managers            

Regulations & 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

 
 

The Platform

AM-One is hosted in certified world-class secure data-centres.

Maximum data privacy
Guaranteed privacy of client data using database encryption

Full Platform Outsourcing
Installed software is entirely managed by AM-One with latest upgrades applied automatically

Guaranteed data residency
Software platform hosted in a ISO27001/SOC2 certified Cloud Facility in Switzerland

24/7 service availability
Scalable and resilient to outages with continuous backups and disaster recovery locations

Cyber Security
Multi-factor OTP authentication and fine-grained data access entitlements

 

The Services

AM-One offers a complete package of consultancy, delivery, support and back-office services.

CUSTOMER
SUPPORT

24/7 ONLINE SUPPORT PORTAL

BUSINESS-HOURS PERSONAL SUPPORT

SELF-HELP USER GUIDES

VIDEO TRAINING

PRODUCT TOURS

Call Center Employee
Business Meeting

BUSINESS CONSULTING

RAPID ONBOARDING

SYSTEM/DATA MIGRATION

POSITIONS & PERFORMANCE IMPORT

COMPREHENSIVE TRAINING

EXPERIENCED LOCAL TEAM

PROJECT

DELIVERY

CUSTODIAN INTERFACE MANAGEMENT

DATA QUALITY & INTEGRITY CHECKS

TRANSACTION RECONCILIATION

MANUAL BOOKINGS

DATA ENRICHMENT

LOCAL TEAM IN SINGAPORE

A woman sitting by her computer in a tra

BACK
OFFICE

Businessmen

Partnering

500px-SIX_Group_logo.svg.png

MARKET DATA & ASSET UNIVERSE

  • Preferred provider of market data for portfolio valuation

  • Common asset titles universe

  • Instrument pricing data