ONE PM enables Open Banking beyond Cash by offering cloud based, API-driven securities accounting services, which include a comprehensive wealth management platform as well as a fully documented open API. ONE PM is best-in-class in delivering consolidated & reconciled accounting information over multiple custodians, by excelling existing bank-interfacing capabilities and overcoming missing standards with self-learning mechanisms. ONE PM is a certified SWIFT-partner, Swiss-made software and fully based & hosted in Switzerland.
ONE PM promotes Open Banking and enables more data-driven, transparent, and intuitive Wealth Management.
02.07.2024
Um- und Ausbau auf der Management-Ebene (startupticker.ch)
23.09.2020
Gründer übergeben an erfahrene CEOs (startupticker.ch)
29.04.2020
Five Swiss startups among the global Wealthtech100 companies (startupticker.ch)
11.06.2019
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Website:
www.one-pm.com
Headquarter:
Erlenbach ZH
Foundation Date:
March 2015
Technology:
Sectors: