PMplusSuisseTechPartners
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Related Products
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About
One platform, multiple possibilities. We are the ideal tool to manage, control, and maximize the value of your financial portfolios. Designed to optimize managing your portfolio of financial products, such as accounts receivable financing, purchase order financing, credit portfolio, foreign trade, and more. Control the whole process of operations and identify opportunities for the development of your financial business. Your daily activities and tasks through the fast options in the tools section. Communication via email, for employees, brokers, shareholders, and clients. Quick and easy access from any device. Chat with the different areas and technical support. Customizable dashboard per user. Integration of operations and accounting. Visual and customizable indicators and reports. Fintrade is a comprehensive and secure software to optimize the management of your financial operations. Management of multiple funds.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies seeking a web-based solution to manage their funds and financial operations
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Audience
Companies that need a powerful portfolio management solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFinTrade
United States
fintrade-systems.com
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Company InformationSuisseTechPartners
Founded: 2012
Switzerland
www.suissetechpartners.com
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Categories |
Categories |
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Financial Management Features
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
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Integrations
No info available.
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Integrations
No info available.
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