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.

Ratings/Reviews

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features 0.0 / 5
design 0.0 / 5
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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 Not Supported
Revenue Recognition Not Supported
Consolidation / Roll-Up Not Supported
Risk Management Not Supported
Currency Management Not Supported
Investment Management Not Supported
Cash Management Not Supported
Tax Management Not Supported
Financial Reporting Not Supported
Project Management Not Supported

Investment Management

Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Client Management Not Supported
Commodities Not Supported
Risk Management Not Supported
Benchmarking Not Supported
Fund Management Not Supported
Accounting Management Not Supported
Data Import / Export Not Supported
Bonds / Stocks Not Supported
Modeling & Simulation Not Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Compliance Reporting Not Supported

Stock Portfolio Management

Order Management Not Supported
For Traders Not Supported
Billing & Invoicing Not Supported
Client Management Not Supported
Wash Sale Detection Not Supported
Portfolio Rebalancing Not Supported
Technical Analysis Not Supported
For Investment Advisors Not Supported
Data Warehousing Not Supported
Portfolio Accounting Not Supported
Tax Management Not Supported
Risk Management Not Supported