PM1e

PM1e

Expersoft Systems
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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.

About

StrategyOne by CRIF Digital is a comprehensive digital decision-making platform that enables businesses to implement, test, and monitor decision processes without coding. It enhances decision logic, credit scoring, and other processes with AI-powered augmented intelligence. Through a user-friendly visual designer, business users can rapidly create and adjust decision strategies, improving decision-making throughout the customer lifecycle. The platform supports what-if analysis, simulation, and strategy optimization with machine learning, and helps ensure compliance with regulations like Basel and IFRS9. It also offers advanced analytics, real-time performance monitoring, and decision logic deployment without downtime, making it easier for organizations to make informed, data-driven decisions.

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

Companies searching for a solution to manage assets on a global scale across multiple booking centers

Audience

Financial institutions and businesses wanting a tool to optimize decision-making processes and implement AI-enhanced strategies

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

$30000 one-time payment
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:

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Expersoft Systems
Founded: 1992
Switzerland
www.expersoft.com/solutions

Company Information

CRIF
Italy
www.crif.digital/solutions/strategyone/

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Categories

Categories

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

Integrations

Apiax

Integrations

Apiax
Claim PM1e and update features and information
Claim PM1e and update features and information
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