ONE PM
Curated by SignalPortfolio management solutions optimizing investment strategies for wealth managers.
Overview
ONE PM focuses on portfolio management solutions for wealth managers in the fintech sector. The company utilizes technology such as artificial intelligence and machine learning to improve investment strategies and client outcomes. Its offerings consist of data processing software, a portfolio management tool, data aggregation services, and a CRM platform, which aim to address the complexities associated with open banking and regulatory requirements in wealth management. The company targets global custodians, life insurers, and pension fund managers, providing real-time analytics and API integration to assist wealth managers in delivering personalized, data-driven advice while maintaining compliance and enhancing investment performance.
Key facts
- Founded
- 2023
- Headquarters
- Odivelas, Portugal
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
- Phone
- Sign up to view
