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

Tue, Aug 8th 2017

Interview with Expersoft CEO at IFZ conference for Swiss Independent Asset Managers

Expersoft has supported the IFZ Conference for Swiss Independent Asset Managers since its inception in 2015. It is a unique forum that facilitates in-depth discussions between Swiss asset managers and industry experts on a range current topics, challenges, and solutions.

Philipp Bisang, Expersoft’s CEO, discussed the challenges facing Swiss Independent Asset Managers and the modern digital software solutions that help asset managers navigate these challenges.

Wed, May 24th 2017

AM-One AG and Lakefield Partners AG enter partnership

AM-One AG, launched in the beginning of May 2017 as a completely new outsourcing offer for the Independent Asset Manager community by Expersoft Systems AG, secured a cornerstone client: the three-time winner of the annual Bilanz Award for the Best Swiss Asset Manager, Lakefield Partners AG.

Wed, May 3rd 2017

AM-One, the new 'one-stop-shop' solution for independent asset managers

Expersoft Systems AG is pleased to announce the launch of a completely new outsourcing offer for the Independent Asset Manager community: AM-One AG, an independent subsidiary. AM-One will become the leading ‘One-Stop-Shop’ Solution Provider for Independent Asset Managers by combining services, software, and hosting into a unique end-to-end offering, thereby enabling IAMs to achieve unrivalled customer-oriented focus and cost-efficiency.

AM-One Press Release
AM-One Medienmitteilung

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’.

2017

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.