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22 February 2017

One PM AG is first company to embed Alliance Lite2 in portfolio management system

One PM is the first SWIFT Alliance Lite2 for Business Applications partner that addresses the asset management customer segment

The SWIFT Community Cloud offering continues to attract a growing and diverse range of customers, both direct and through third party business application providers. Zurich-based One PM, a cloud-based portfolio management platform for asset managers, is the first SWIFT Alliance Lite2 for Business Applications partner offering a portfolio management system that addresses the asset management customer segment.

“Offering our application as a cloud-based service is an integral part of our strategy”, CEO Tobias Widmer explains. “As the industry faces many regulatory challenges and rising costs, a cloud-based solution allows the asset manager to reduce costs, simplify IT infrastructure and focus on the core of its business.”

As the industry faces many regulatory challenges and rising costs, a cloud-based solution allows the asset manager to reduce costs, simplify IT infrastructure and focus on the core of its business.

Tobias Widmer, CEO One PM

In August 2016, the firm successfully started its portfolio management system with SWIFT’s Alliance Lite2 embedded in the application, and has since rolled out the solution to four live clients in Europe and Asia.

“The added value is that asset managers now can get SWIFT connectivity as part of One PM’s portfolio management system rather than as a discrete connectivity product”, says Mathias Schotte, Senior Sales Manager, Funds & Investment Management, EMEA, SWIFT. “Key to this offering is that it provides connectivity to all the asset manager’s custodians, freeing clients up from carrying out the expensive integration work themselves.”

The added value is that asset managers now can get SWIFT connectivity as part of One PM’s portfolio management system rather than as a discrete connectivity product.

Mathias Schotte, Senior Sales Manager, Funds & Investment Management, EMEA, SWIFT

Most traditional portfolio management systems need interfaces to be built in order to reach the various custodians, which can be costly. “As the One PM portfolio management system is fully in the cloud, it fits well with our Alliance Lite2 strategy. We hope to see more companies choosing to embed Alliance Lite2 in their applications in the future,“ concludes Schotte.

 

For more information, visit www.one-pm.com  and www.swift.com/investmentmanagers

Extended reading

Product

Alliance Lite2

Alliance Lite2 enables direct access to financial institutions across the globe, providing the SWIFT services needed to transact with them via the SWIFT Community Cloud.
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Alliance Lite2 for Business Applications factsheet

This factsheet explains the service and outlines the key features & benefits

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Product

Alliance Lite2 for Business Applications

Combine the value of your business application with a connection to the financial industry

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