Serving 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'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
Bloomberg can be used as real time market data for valuation of the portfolios and intraday trading.
CDDS offers a wide range of AML solutions to its clients helping them to be compliant with regards to their AML/CTF obligations.
Cleversoft 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.
Edgelab provides technological solutions to the investment industry. It addresses the needs to measure investment risk, deliver bespoke investment proposals and optimize portfolios.
Connecting buy-side and sell-side institutions for the exchange of messages based on the FIX Protocol.
Investment 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.
Provider of fee and commission management, revenue and expense lifecycle management software.
The Eidgenössische Technische Hochschule Zürich is a Swiss federal institute of technology in Zurich that specialises in science, technology, engineering and mathematics.
The École polytechnique fédérale de Lausanne (EPFL) is a research institute and university in Lausanne, Switzerland, that specialises in natural sciences and engineering.
The Hochshule Luzern, or Lucerne University of Applied Sciences and Arts, is a Swiss regional university of applied sciences.
Marketing & Association Partners
News, features and information for the wealth management and private banking industries.
The Financial Services Standards Association (VQF) offers a full range of compliance services to financial intermediaries in the parabanking sector in Switzerland.