PMplus

PMplus

SuisseTechPartners
+
+

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About

Claritus is a technology-driven private wealth service that allows you to track, understand, and take control of your wealth, all in one place! At Claritus, we believe that you should have a clear, and understandable view of your assets and investments, without requiring a Master’s degree in Finance! We know your privacy and security are of the utmost importance to you, which is why we are committed to the highest standards of data security and encryption. With Claritus, you know your data is for your eyes only. Claritus lets you access, track, and be in full control of your portfolio, all from ONE convenient interface. In a choppy sea of apps, services, and spreadsheets, Claritus is your beacon in the dark. With real time data from more than 17,000 global financial institutions, brokerages, and other financial organizations, it’s never been easier to automatically keep track of your portfolio.

About

SuisseTechPartners is a market-leading, cloud-native Portfolio Management System, built by industry experts with decades of market experience. PMplus is a front to back wealth and asset management solution. We have a wide range of products including portofolio management system, accounting and multi-jurisdictional NAV, investment book of record, partnership accounting, order management OMS, regulatory compliance and IRM, management fees and billing, cash management, multi-asset class integration, data management platform, reconciliation services, client reporting and web-portal, customer onboarding and KYC, GIPS performance and VAR modeling. We work closely with your team to ensure that the implementation is carefully planned and executed according to your business requirements. We have managed multiple remote installations globally and have a proven track record of success.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprises and professionals seeking a private wealth service solution to keep track of all their assets

Audience

Companies that need a powerful portfolio management solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.5 / 5
ease 5.0 / 5
features 4.0 / 5
design 4.5 / 5
support 4.5 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Claritus
United States
claritus.io

Company Information

SuisseTechPartners
Founded: 2012
Switzerland
www.suissetechpartners.com

Alternatives

Alternatives

Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software

Categories

Categories

Integrations

Bank of America Business Advantage
Charles Schwab
Chase Business Complete Banking
Fidelity
Interactive Brokers
Robinhood
TD Ameritrade
Vanguard
Wells Fargo Business Checking

Integrations

Bank of America Business Advantage
Charles Schwab
Chase Business Complete Banking
Fidelity
Interactive Brokers
Robinhood
TD Ameritrade
Vanguard
Wells Fargo Business Checking
Claim Claritus and update features and information
Claim Claritus and update features and information
Claim PMplus and update features and information
Claim PMplus and update features and information