PM1e Smart Advisory

The PM1e Smart Advisory module allows the front office to quickly create customized investment proposals tailored to clients' personal circumstances and risk profiles. It supports the creation of reports and records for future review.

Click here to download the full PM1e Smart Advisory module data sheet.

  1. PM1e Portfolio Management Basic
  2. PM1e CRM
  3. PM1e Smart Advisory
  4. PM1e Model Portfolio & Rebalancing
  5. PM1e Risk Engine
  6. PM1e Order Control System (OCS)
  7. PM1e Benchmark & Performance/Risk Attribution
  8. PM1e Alerter & Extended Search
  9. PM1e Reports Manager
  10. PM1e RTTW
  11. PM1e SWIFT
Expersoft Systems AG - Riedstrasse 13 - 6330 Cham - Switzerland
Phone +41 41 748 10 10 - Fax +41 41 748 10 12 - infoline@expersoft.com