PAMState Street
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PMplusSuisseTechPartners
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Related Products
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About
To effectively manage your investment data, you need the right tools and information to meet multi-basis accounting requirements — including local generally accepted accounting principles (GAAP), tax, statutory, management and International Financial Reporting Standards (IFRS). With PAM®, our comprehensive accounting and management platform, you’ll have the full picture you need. PAM is highly flexible and configured to operate across your asset classes, currencies and portfolio types. It provides transaction management, cash management, reporting, recordkeeping and valuation — in a single system. With several accounting parameter choices, you can define accounting rules to create a processing environment that meets your needs. You can choose PAM as hosted software plus service or as a local software installation with an easy-to-use interface to help you instantly analyze and manage data.
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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
Investment managers in need of an accounting software
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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 InformationState Street
Founded: 1792
United States
www.statestreet.com/solutions/by-capability/ssgs/invest-service/accounting.html
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Company InformationSuisseTechPartners
Founded: 2012
Switzerland
www.suissetechpartners.com
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Categories |
Categories |
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Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
Obol
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