AM-One
Curated by SignalWealth management software suite streamlining operations for financial advisors.
Overview
AM-One is a company that offers a wealth management software suite designed to integrate various fintech tools aimed at improving the operations of wealth managers and financial advisors. The platform features portfolio management and customer relationship management (CRM) capabilities, which assist users in client onboarding, asset allocation, and compliance reporting. Targeting financial institutions, AM-One utilizes artificial intelligence (AI) and machine learning for predictive analytics, which provide insights into market trends and client behavior. The software includes secure, real-time data aggregation that allows for a comprehensive view of clients, which may facilitate personalized advice. Additionally, the software complies with MIFID II, MIFIR, and GDPR regulations, and offers customizable features along with a transparent pricing model.
Key facts
- Founded
- 2018
- Headquarters
- Stuttgart, Germany
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Phone
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