AM-OneServing small & midsize EAMs, AM-One combines the award-winning PM1 solution of our parent Expersoft Systems with a complete service package offered by our specialized partners and marketplace network.
FRED Financial DataFRED's core service is the operation of the portfolio management system and CRM solutions, the necessary interfaces to the custodian banks, the entire archiving of vouchers and documents, and ensuring data quality and integrity on the portfolio management system.
Data and Technology Partners
BloombergBloomberg can be used as real time market data for valuation of the portfolios and intraday trading.
CDDSCDDS offers a wide range of AML solutions to its clients helping them to be compliant with regards to their AML/CTF obligations.
CleversoftCleversoft is a cloud-based RegTech provider for financial services. The company optimize and automate business processes for regulatory documents, marketing materials, commission payments and other back office processes.
EdgelabEdgelab provides technological solutions to the investment industry. It addresses the needs to measure investment risk, deliver bespoke investment proposals and optimize portfolios.
Investment NavigatorInvestment Navigator enhances the investment & advisory value chain from research to distribution with suitability assessments; solving the cross-border distribution, product and tax suitability issues of financial service providers.
ETHThe Eidgenössische Technische Hochschule Zürich is a Swiss federal institute of technology in Zurich that specialises in science, technology, engineering and mathematics.
EPFLThe École polytechnique fédérale de Lausanne (EPFL) is a research institute and university in Lausanne, Switzerland, that specialises in natural sciences and engineering.
HSLUThe Hochshule Luzern, or Lucerne University of Applied Sciences and Arts, is a Swiss regional university of applied sciences.
Marketing & Association Partners
WealthBriefingNews, features and information for the wealth management and private banking industries.
VQFThe Financial Services Standards Association (VQF) offers a full range of compliance services to financial intermediaries in the parabanking sector in Switzerland.