First Advisory Group
13 January 2021 - Guest articles

Fin-Tech meets Wealth-Tech

Are you an investment controller, tax advisor, securities accountant, fnancial accountant, trustee, bank, insurance company, pension fund, wealth manager, family offe, PM-tool provider or quite simply a business wishing to have a control over your international payment fows and securities portfolios? Find out here how we have succeeded in simplifying your daily routine tasks, whilst at the same time equipping you for the future.

Looking back: how it all started

In 2015, ONE PM AG was founded as a spin-off rom an independent wealth management company with the aim of revolutionising the sector with a fully-in-tegrated portfolio management platform. Back then, the wealth management company was already using the core elements of the ONE PM software and benefted from fully-functional communication with over ten banks via SWIFT.

n 2016, just one year later, ONE PM introduced its web-based application onto the market, thereby becoming SWIFT's frst certifed partner worldwide for portfolio management solutions. In 2017, in addition to the development of further functionalities, e.g. billing and query module, ONE PM succeeded in expanding its client base which, with a global spread, now consisted of various independent wealth managers as well as single family ofces. In addition, initial pilot projects were launched with emi- nent fnancial and fduciary institutions that had expressed a particular interest in the automated standardisation and consolidation of fnancial data using arti-fcial intelligence. This paved the way for the expansion of our product range in terms of data supply via REST API (interfaces).

On the development side, further front-end features were introduced and processes and mechanisms in back-end processing were improved, enabling ONE PM to reach the next level in terms of scalability. The successful conclusion of a comprehensive audit by SWIFT and Deloitte moreover proved the robustness of both our technical infrastructure and governance processes. Following the SWIFT certifcation, ONE PM was given the label “swiss made software + hosted in switzerland” and was selected for the “Microsoft for startups” program. In 2019, the product range was expanded further and the company embarked on another key strategic step: in addition to the platform products ONE PM go! and ONE wealth, ONE PM launched the pure data supply product ONE API and, on this basis, entered into a strategic partnership with CSL Corporate Services Est. (a member of the First Advisory Group in Liechtenstein).

Looking ahead: stronger together

Since April 2020, CSL Corporate Services Est. (CSL) has been a majority shareholder of ONE PM AG and has been supporting ONE PM AG in further professionalising its services. At the same time however, ONE PM has retained its independent status as a company. As a member of the First Advisory Group, CSL ofers shared services to corporate clients as well as it’s own group companies. With the pooling of strengths, clients of ONE PM will beneft in future from the further development of our products as well as from professionalised processes, broad-based know-how and a strong and well-positioned partner. Our clear aim is to advance from being a tradi-tional PM-tool provider to become the top player in the standardisation, aggregation, posting and distribution of fnancial data via REST API interfaces.

A look inside: 'safe and sound' is much more than just a phrase

Thanks to ONE PM's unique three-pillar data architecture, we ensure that data always remains in the ownership of the client. ONE PM's private IT infrastructure is hosted by the company's IT partner Sitrox AG at Swiss data centres which comply with ISO 27001/27018 standards and meet the requirements of FINMA RS 2008/7. All data is fully encrypted and mirrored. Each individual client has their own storage and so you have access to your own data at all times.

ONE PM – at a glance

ONE PM at a glance.jpg




Call us or send us an e-mail: