Audience

Companies that need a powerful portfolio management solution

About PMplus

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.

Integrations

No integrations listed.

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Company Information

SuisseTechPartners
Founded: 2012
Switzerland
www.suissetechpartners.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Online

PMplus Frequently Asked Questions

Q: What kinds of users and organization types does PMplus work with?
Q: What languages does PMplus support in their product?
Q: What type of training does PMplus provide?

PMplus Product Features

Financial Management

Budgeting & Forecasting
Revenue Recognition
Consolidation / Roll-Up
Risk Management
Currency Management
Investment Management
Cash Management
Tax Management
Financial Reporting
Project Management

Investment Management

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

Stock Portfolio Management

Order Management
For Traders
Billing & Invoicing
Client Management
Wash Sale Detection
Portfolio Rebalancing
Technical Analysis
For Investment Advisors
Data Warehousing
Portfolio Accounting
Tax Management
Risk Management