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

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’.

Tue, Dec 6th 2016

Expersoft wins “Best Provider of IAM/MFO Solution” by Asian Private Banker - Technology Awards 2016

The Asian Private Banker Technology Awards are accolades awarded to the tech industry’s most innovative and practical solutions. With over 100 submissions for 16 categories from more than 50 fintech companies with private banking offerings in Asia, Expersoft is thrilled to have its IAM/MFO Solution singled out.

“Expersoft works extraordinarily hard to provide our customers with comprehensive tools that fit every need. This award is a major validation of PM1 as the solution of choice for independent asset managers and multi family offices.”
Philipp Bisang, CEO Expersoft

Based exclusively in Asia, Asian Private Banker is the region’s largest bureau of journalists and researchers delivering independent, authoritative, and indispensable commentary focused solely on Asia’s unique private banking, family office, and wealth management communities.

The awards luncheon will be held on Wednesday, 8th of February 2017, at the Fullerton Hotel in Singapore.

Thu, Oct 6th 2016

Hochschule Luzern successfully raises over one million CHF for new Computer Science Department

Expersoft is proud to have been part of Hochschule Luzern's efforts to successfully fundraise over one million CHF for the construction of its new Computer Science Department. Hochschule Luzern (Lucerne University of Applied Sciences and Arts) is the first Swiss Hochschule to set up its own Department of Computer Science. In September 2016, the first lectures took place on the campus of Zug-Rotkreuz, with the new building scheduled to be completed in 2019.

Please visit Hochschule Luzern for more information on both the school and the new Computer Science Department.

Tue, Oct 4th 2016

Anthonia Hui of AL Wealth Partners wins the Hubbis Award for 'Excellence in Asian Wealth Management'

Expersoft would like to congratulate our long-standing customer Anthonia Hui of AL Wealth Partners as the 2016 winner of the Hubbis Award for 'Excellence in Asian Wealth Management'.

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.