Audience

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

About PM1e

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.

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Pricing

Starting Price:
$30000 one-time payment

Integrations

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Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

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

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Product Details

Platforms Supported
Cloud
Training
Documentation
In Person
Support
Phone Support
Online

PM1e Frequently Asked Questions

Q: What kinds of users and organization types does PM1e work with?
Q: What languages does PM1e support in their product?
Q: What kind of support options does PM1e offer?
Q: What other applications or services does PM1e integrate with?
Q: What type of training does PM1e provide?
Q: How much does PM1e cost?

PM1e Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Risk Management
Fund Management
Payroll & Commissions
Portfolio Management