Codat vs. PM1e Comparison


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About Codat helps banks build deeper connections with business customers. We offer products that make it easy to access, synchronize and interpret data from customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans. Codat is used by the largest banks in the world to grow share of wallet, reduce churn & scale their operations. We are backed by leading investors including JP Morgan, Canapi Ventures, Shopify, Plaid, Tiger Global, PayPal Ventures, Index Ventures and American Express Ventures.	About PM1 is used by several of the world's largest private wealth banks to manage assets on a global scale across multiple booking centres. The manifest reasons are grounded by PM1 offering the most comprehensive capabilities of any product in the front-/mid-office category, covering full life-cycle management within the private banking business. From full client regulatory handling, through multi-booking centre consolidated reporting, to an unparalleled user experience, PM1 is simply the only complete software capable of meeting the needs of today's modern banks demanding digital supremacy combined with the human touch. As no software exists in isolation, PM1 also offers best-in-class interfacing capabilities to integrate with core banking systems, order execution systems, and the myriad of other applications in common use. Hosting options include on-premise, in the PM1 Cloud, and via our partnership with the Finstar Open Banking platform.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Banks, payment companies and B2B fintech	Audience Companies searching for a solution to manage assets on a global scale across multiple booking centers
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing Free Trial Try and test Codat for free. Speak to our team to upgrade your free account to launch your product. Free Version Not Supported Free Trial Supported	Pricing $30000 one-time payment Free Version Not Supported Free Trial Not Supported
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: Review this Software	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: Review this Software

Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Supported
Company Information Codat Founded: 2017 United Kindom www.codat.io/	Company Information Expersoft Systems Founded: 1992 Switzerland www.expersoft.com/solutions
Alternatives Boss Insights	Alternatives Tindeco VISION Tindeco Financial Services
Apideck	Portfolio+
ForwardAI	Particeep
Plaid	Token Token.io
Yapily View All	Basiq View All
Categories eCommerce Integration Supported Financial Data APIs Supported Open Banking Supported Open Finance Supported Unified APIs Supported	Categories Investment Management Supported Open Banking Supported Open Finance Supported
	Show More Features Investment Management Features Accounting Management Supported Benchmarking Supported Bonds / Stocks Supported Client Management Supported Commodities Supported Compliance Reporting Supported Data Import / Export Supported For Investment Advisors Supported For Investors & Traders Supported Fund Management Not Supported Modeling & Simulation Supported Payroll & Commissions Not Supported Performance Metrics Supported Portfolio Management Not Supported Risk Management Supported
Integrations Amazon Seller Central Supported BigCommerce Supported Chargebee Supported Formalize Supported Kashoo Supported MYOB AccountRight Supported NetSuite Supported Pandle Supported PayPal Supported Recurly Supported Sage 50 Supported Sage Accounting Supported Speakeasy Supported StarfishETL Supported SumUp Supported TrueLayer Supported Wave Supported Wave Accounting Supported Xero Supported Zoho Books Supported Show More Integrations View All 49 Integrations	Integrations Amazon Seller Central Not Supported BigCommerce Not Supported Chargebee Not Supported Formalize Not Supported Kashoo Not Supported MYOB AccountRight Not Supported NetSuite Not Supported Pandle Not Supported PayPal Not Supported Recurly Not Supported Sage 50 Not Supported Sage Accounting Not Supported Speakeasy Not Supported StarfishETL Not Supported SumUp Not Supported TrueLayer Not Supported Wave Not Supported Wave Accounting Not Supported Xero Not Supported Zoho Books Not Supported Show More Integrations View All 1 Integration
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