Wealth Management & Family Office

Investment managers require great transparency and clarity around the vehicles and assets in which they invest for better analysis, decision-making, communication, and – not least – to better price the impact of risk.

Expersoft PM1e Asset Management solutions offer visual and interactive insight into the key investment data to comprehensively support users in various roles with financial analysis, portfolio modeling, asset selection, risk management, plan implementation, performance attribution, and the ongoing monitoring of investments.

The modular PM1e components for Asset Management are configured into integrated solutions that bring business data into a highly customizable single application. Best practices can be evaluated, captured, and shared within the team and with the customers.

To find out more about the PM1e components for Asset Management solutions, follow this link.

    Expersoft Systems AG - Riedstrasse 13 - 6330 Cham - Switzerland
    Phone +41 41 748 10 10 - Fax +41 41 748 10 12 - infoline@expersoft.com