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, Nov 23rd 2015

Expersoft supports new Computer Science Department at Hochschule Luzern

Expersoft is pleased to support the building of a new Computer Science Department at the Hochschule Luzern. Scheduled for completion by 2019, the new Computer Science Department will help train the computer scientists of tomorrow.

Please visit Hochschule Luzern for more information, in German, on both the school and the new computer science department.

Mon, Oct 26th 2015

Digitale Innovation (auch) für kleinere und mittlere Banken

Die Hypothekarbank Lenzburg, die Sallfort Privatbank und der IT-Spezialist Expersoft bieten eine gemeinschaftliche IT-Lösung für kleinere und mittlere Banken an.

2015

Events

Thu, 16 Jun 2016 at 13:15

Expersoft tritt auch in 2016 als Sponsor bei der „Konferenz Schweizer Vermögensverwalter“ auf.

6. Juni 2016, 13:15 – 17:45 Uhr
Hochschule Luzern - Wirtschaft, Institut für Finanzdienstleistungen Zug IFZ
Grafenauweg 10, 6302 Zug

Am 16. Juni 2016 findet am Institut für Finanzdienstleistungen Zug (IFZ) der Hochschule Luzern (HSLU) die zweite Konferenz für Schweizer Vermögensverwalter unter dem Thema „Vermögensverwaltung unter FIDLEG/FINIG“ statt.

Thu, 17 Mar 2016 at 09:15

Expersoft tritt als Sponsor bei der Infoveranstaltung "Lösungen für unabhängige Vermögensverwalter" von ARVEST Funds AG auf

17. März 2016, 9:15 – 11:45 Uhr
Metropol, Fraumünsterstrasse 12, CH-8001 Zürich

Im Zusammenhang mit den sich verändernden Rahmenbedingungen für unabhängige Vermögensverwalter organisiert die ARVEST Funds AG zusammen mit weiteren Lösungsanbietern eine Infoveranstaltung in Zürich.

http://www.arvest.ch/infoveranstaltung

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.

September 2012

PM1 for CORTAL CONSORS (BNP Paribas)

In 2001, the Management of Cortal Consors established a Portfolio Management Division to collaborate with independent Wealth Managers. Following an intensive six-month comparative analysis of the numerous suppliers and systems, Expersoft PM1 was selected and marketed as Cortal Consors Portfolio Management System (CPMS). Almost 90% of the roughly 300 linked partners (Asset Managers, Fund Brokers, Family Offices, Liability Umbrellas, Pool Companies, and Banks) employ CPMS. Successful collaboration with Expersoft was confirmed and an innovative, rapid and comprehensive interface was implemented in 2011. Cortal Consors thereby underlines the Bank’s renewed determination to rely on Expersoft and PM1 in the future.