AM One

Company Finder

Do you work for AM One? You can enrich your data with Simple and reach the next generation of client.

Consolidated Reporting

HQ

Switzerland

Having contributed substantially in supporting the financial services industry with their technology needs over the last two decades, Expersoft Systems AG has taken the recent paradigm shift in banking to address the new challenges independent asset managers are facing today by creating a full-service offering beyond technology – AM-One was created in May 2017.

Why Family Offices come to Simple

Buying software should be like testing social media, where you log in and check it out if it works for you. Easy and transparent.

Chief Investment Officer

Multi Family Office in the US

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WIZE by TeamWork

Portfolio Management

HQ

Switzerland

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 100+ custodian automatic feeds for multi-asset consolidated reporting.

Addepar

Consolidated Reporting

HQ

United States of America

Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives

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Company Finder

AM One

Category

Consolidated Reporting

HQ

Switzerland