AM One app for iPhone and iPad
4.8 (
528 ratings )
Business
Developer: Expersoft Systems AG
Free
Current version: 1.0.2, last update: 4 years agoFirst release : 31 Mar 2020
App size: 28.83 Mb
The AM One app is for Relationship Managers and Client Advisors to accompany their use of the AM-One wealth management platform from Expersoft Systems.
AM-One is a fully outsourced cloud platform for independent asset management firms and family offices offering state-of-the-art portfolio and client management with multi-custody consolidated analytics and reporting.
The app offers several convenience features including portfolio valuation, performance monitoring, electronic document access, and client contact log management.