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
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?
PM1e works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does PM1e support in their product?
PM1e supports these languages: English.
Q: What kind of support options does PM1e offer?
PM1e offers support via phone support and online.
Q: What other applications or services does PM1e integrate with?
PM1e integrates with: Apiax.
Q: What type of training does PM1e provide?
PM1e provides training in the form of documentation and in person.
Q: How much does PM1e cost?
Pricing for PM1e starts at $30000 one-time payment.
PM1e Product Features
Investment Management
Accounting Management
Supported
Benchmarking
Supported
Bonds / Stocks
Supported
Client Management
Supported
Commodities
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Modeling & Simulation
Supported
Performance Metrics
Supported
Risk Management
Supported
Fund Management
Not Supported
Payroll & Commissions
Not Supported
Portfolio Management
Not Supported
