PMplus

PMplus

SuisseTechPartners
+
+

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About

Accounting. Billing. Banking. SaaS & Ecommerce. Together in one solution. For Accountants, Lenders & Acquirers. FirstOfficer is the original reporting tool for startups. Now all those battle-tested integrations, tools, and benchmarks are yours. Effortlessly onboard your Clients, Prospects or Portfolio Companies. A green circle with green checkmark in the center Configurable Onboarding: Setup an onboarding the way you want to share with your clients. A green circle with a green checkmark in the center White Label Experience: Match the onboarding experience to your brand. Are you trying to decide if you should just build the integrations you need? Trust us when we say you're going to encounter THOUSANDS of edge cases, especially with Subscription billing. And the maintenance will never end. FirstOfficer is the original reporting tool for startups. Now all those battle-tested integrations, tools, and benchmarks are yours.

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

Accountants, lenders and acquirers seeking an onboard and reporting solution for SMB financial data

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

$199 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FirstOfficer
Founded: 2014
Finland
www.firstofficer.io

Company Information

SuisseTechPartners
Founded: 2012
Switzerland
www.suissetechpartners.com

Alternatives

Alternatives

Greenestep ERP

Greenestep ERP

Greenestep
Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software

Categories

Categories

Integrations

App Store
FreeAgent
FreshBooks
PayPal
Plaid
ProfitWell
QuickBooks Online
QuickBooks Online Advanced
Recurly
Sage Accounting
Shopify
Stripe
Wave Accounting
WooCommerce
Xero

Integrations

App Store
FreeAgent
FreshBooks
PayPal
Plaid
ProfitWell
QuickBooks Online
QuickBooks Online Advanced
Recurly
Sage Accounting
Shopify
Stripe
Wave Accounting
WooCommerce
Xero
Claim FirstOfficer and update features and information
Claim FirstOfficer and update features and information
Claim PMplus and update features and information
Claim PMplus and update features and information