The Future of Wealth Management
intelligent financial software
Transform and take flight
- with EXPERSOFT -
Transformative digital Wealth and Asset Management software solutions and services
The award-winning PM1 product family from Expersoft provides banks, independent asset managers, family offices, institutional investors and other financial services providers with ONE platform to transform all front- and mid-office operations.
We combine intelligent technology with beautiful user experience and personalised services to transform your business into a true citizen of the digital era.
End-to-end
loan management
for commercial loans
Portfolio management with
comprehensive
reporting standards
Handling of risk, illiquid
assets and family
trust structures
Multi-custody consolidated
reporting as an
outsourced service
Regulation-compliant
integrated solution for
the front/middle office
Expersoft has transformed the business operations of 650 financial services providers in 32 countries
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Single, configurable, modular product concept
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Suited for RMs, IAs, PMs, Ops, Compliance, and more
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Full multi-custody consolidation
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In-time coverage of all major regulations
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Secure data encryption at all levels
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API integrations with 100s of applications
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Outsourced hosting, operations, and back-office
the complete financial solution
Portfolio
Management
Designed for professional discretionary portfolio managers, PM1 offers a consolidated view of total wealth with drill-down and over 600 risk/performance figures.
Information is presented in a configurable dashboard, with live monitoring and contextual navigation.
Coverage of liquid and illiquid asset types with near real-time transactional data.
Client
Relationship
Designed uniquely for wealth management with a 360° view of client KYC.
Integrated lifecycle processes seamlessly guide the prospect and client relationships.
Coverage of all key regulatory and due diligence requirements.
Investment
Advisory
Identification of client goals and objectives to inform an advisory journey to create tailored investment solutions.
Portfolio simulation to generate proposals with evaluation against standard and custom risk scenarios.
MiFID II compliance & reporting.
Order
Management
Single and bulk order capture of securities, payments, FX, money market, and derivatives.
Support for both exchange traded and over-the-counter products.
Automatic pre-trade restriction validation with granular controls.
Analytics &
Reporting
Data analytics engine for computing and extracting multi-faceted analytical reports across all available data sources.
Professional client report production with flexible layouts and detailed corporate branding.
Client
Engagement
Full-service client portal with asset & performance viewing, cashflow projections, position analysis, document download, encrypted communications, notifications, and more.
Web, tablet, and mobile solutions are available.
Expersoft Sponsoring
Ice hockey is an important cultural sport of Switzerland, with Expersoft's local club EVZ considered to be among the elite in the game. As a sponsor of EVZ, you will frequently find Expersoft colleagues and associates supporting the team at the nearby BOSSARD Arena.
