Expersoft is extremely proud to announce that EFG International bank becomes the first bank to adopt the AM-One Partner Model. This Partnership provides IAMs with direct access to an independent multi-custody platform with functionalities ranging from client relationship management to portfolio management and reporting, as well as rich compliance and risk management. As part of this new offering, IAMs will benefit from an automated custodian data feed from all EFG global booking centres as well as access to the bank’s extensive Investment Solutions service and product offerings.
Philipp Bisang, CEO of Expersoft said:
"We are proud that EFG International is counting on AMOne’s expertise in intelligent technology solutions and integrated services for the asset manager community. We look forward to the launch of EFG’s new platform, which addresses the need for efficiency and agility in today’s market environment and will allow Independent Asset Managers to focus on their core business."
The comprehensive multi-custody platform will include functionalities ranging from client relationship management to portfolio management and reporting, as well as compliance and risk management.
Giorgio Pradelli, CEO of EFG International stated:
"As announced at our investor update on 13 March 2019, the further strengthening of our global coverage of the Independent Asset Manager segment is one of our priorities. In our Swiss domestic market in particular, we intend to capture opportunities with a focus on mid-sized Independent Asset Managers. We are very pleased to collaborate with AM-One in order to introduce an integrated and tailor-made platform that will further complement our comprehensive service and product offering for our Independent Asset Management clients."