PM1e Modules

Building on the all-round PM1e Portfolio Management Basic module, Expersoft combines and tailors the various PM1e modules to solutions, which precisely meet customers’ requirements in scope and scale and support a truly Straight Through Process from relationship management to investment decision to order management and securities accounting.

Click here to download an overview data sheet of available PM1e modules.

Thanks to an industry-standard J2EE framework and SOA-capability, many components can also be deployed individually to supplement existing IT processes and landscapes.

PM1e process modules:

• PM1e Portfolio Management Basic
• PM1e Customer Relationship Management (CRM)
• PM1e Smart Advisory
• PM1e Model Portfolio & Rebalancing
• PM1e Risk Engine
• PM1e Order Control System (OCS)
• PM1e Benchmark & Performance/Risk Attribution 
• PM1e Alerter & Extended Search
• PM1e Reports Manager
• PM1e Securities Accounting

PM1e interface modules:

• PM1e SWIFT
• PM1e RTTW (interface to Host)