Press releases and case studies illustrate the versatile use of the PM1 suite within the financial industry.

News

Updates on new projects, markets, and product development activities.

Upcoming events, both our own and those we plan to attend.

A selection of PM1 success stories.

News and press releases

Wed, May 24th 2017

AM-One AG and Lakefield Partners AG enter partnership

AM-One AG, launched in the beginning of May 2017 as a completely new outsourcing offer for the Independent Asset Manager community by Expersoft Systems AG, secured a cornerstone client: the three-time winner of the annual Bilanz Award for the Best Swiss Asset Manager, Lakefield Partners AG.

Wed, May 3rd 2017

AM-One, the new 'one-stop-shop' solution for independent asset managers

Expersoft Systems AG is pleased to announce the launch of a completely new outsourcing offer for the Independent Asset Manager community: AM-One AG, an independent subsidiary. AM-One will become the leading ‘One-Stop-Shop’ Solution Provider for Independent Asset Managers by combining services, software, and hosting into a unique end-to-end offering, thereby enabling IAMs to achieve unrivalled customer-oriented focus and cost-efficiency.

AM-One Press Release
AM-One Medienmitteilung

Mon, Feb 13th 2017

Expersoft wins Three Awards at Wealthbriefing Swiss Awards 2017

Expersoft Systems is honoured to receive at the 4th WealthBriefing Swiss Awards three separate awards in the categories of Compliance, Risk Profiling Solution, and Change Management Process/Best Implementation of a Technology Solution. Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards recognise companies, teams, and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2016’.

2017

Events

Thu, 29 Jun 2017 at 13:15, Institut für Finanzdienstleistungen Zug (IFZ)

Expersoft tritt auch in 2017 als Sponsor bei der „Konferenz Schweizer Vermögensverwalter“ auf.

Am 29. Juni 2017 findet am Institut für Finanzdienstleistungen Zug (IFZ) der Hochschule Luzern (HSLU) die dritte Konferenz für Schweizer Vermögensverwalter unter dem Thema „Digitalisierung für externe Vermögensverwalter“ statt.

Mon, 22 May 2017 at 12:00, Grünenhof UBS Conference Center, Zürich

Expersoft sponsors first UBS ProFIM Expo

Expersoft is sponsoring the first UBS ProFIM Expo, an event specifically designed for financial intermediaries. With the asset management industry under pressure from evolving compliance requirements and customer expectations, it is critical that solution providers shape their services and technology to enable smooth and effective business transformation. The UBS ProFIM Expo provides the ideal venue for financial intermediaries to explore outsourcing options and learn about the newest developments in the field. With 25 years of experience in providing award winning asset management solutions to FIMs and IAMs in Switzerland and around the world, Expersoft will be showcasing the new AM-One solution that combines the power of the PM1 PMS with specialized compliance and back office services into a unique and affordable ‘one-stop-shop’ outsourcing solution.

Sat, 6 May 2017 at 09:00, Henderson Beach Resort, Destin, Florida

Expersoft sponsors Jack Henry User Group Southern 2017 Coference

Expersoft is pleased to be a platinum sponsor of Jack Henry User Group Southern Spring 2017 , May 3rd-5th at the Henderson Beach Resort in Destin, Florida. This event provides a unique opportunity for the free exchange of ideas between Jack Henry, Jack Henry partners, and financial institutions using Jack Henry SilverLake software.

Expersoft is looking forward to showcasing how its LM1 (Loan, Mortgage, and Credit Management) framework successfully complements the SilverLake core system. LM1 overlays existing systems, internal and third party, giving employees a single interface to fully process loan, mortgage, and credit applications in a manner that does not require heavy investment into new systems. In so doing, banks find their end-to-end loan processes are more efficient, transparent, and easily auditable.

For more information on LM1, contact .

2017

Case studies

July 2014

Mexico subsidiary of global bank goes live with PM1 Wealth Management

After selecting Expersoft’s PM1 suite in 2013, the Mexico subsidiary of the world's largest manager of private wealth assets; with over CHF2.2 trillion in invested assets, went live in January 2014. At this subsidiary, PM1 covers the whole wealth management lifecycle including client on-boarding and review processes, CRM, ordering, asset viewing and client reporting, compliance and suitability.

January 2014

Brazil subsidiary of global bank goes live with new e-banking platform

Expersoft Systems AG, a leading global provider of front- and middle-office solutions for the Private Banking, Wealth and Asset Management industries, is pleased to announce the successful launch of a new PM1 e-banking platform for the Brazil subsidiary of the world's largest manager of private wealth assets; with over CHF 2.2 trillion in invested assets.

October 2013

Swiss Capital Wealth Management implements PM1

Swiss Capital Wealth Management AG specialises in offering tailor-made and independent solutions for international private clients. Comprehensive family office services are also offered. The decision to select PM1 as the portfolio management solution was based on the compelling breadth and depth of functionality, the modern user interface, and the professional advice.