Expersoft PM1e is a modular software platform for providers of wealth management services for high net-worth individuals (HNWI) and institutional clients.

A wide selection of versatile and adaptable components allows you to combine the benefits of a leading standard solution with the accurate fit of a custom development.

Follow this link to find out more about the individual PM1e modules.

With its easy-to-use browser-based interface, PM1e is the ideal solution for optimizing the analysis, planning, execution, and evaluation of investments and for managing client relationships centrally.

• Key features
• Main benefits
• Technology