Solution Benefits

PM1e strengthens client relationships and enables quality advice and decisions with a centralized CRM-Information System and powerful decision support. Developing optimal financial strategies across a multitude of products and valuable goods becomes more efficient and more transparent. This helps building trust, promotes a continuous coverage of changing needs, and creates qualified opportunities for cross- and up-selling.

PM1e is capable of automating client assessment and decision support, mass order generation and processing, and high-quality analytics and reporting. This potential for valuable productivity gains allows PM1e customers to significantly increase business volume at a stable headcount. And by giving easy access to important performance indicators such as cost to income, PM1e delivers the data to help decide where to best direct those freed-up resources.

PM1e actively contributes to minimizing compliance cost by establishing a complete, documented chain of record, starting with initial ‘Know Your Client (KYC)’ checks and continued throughout the whole portfolio management process. This helps to prevent costly compliance errors and disputes, supports automation, and keeps a detailed record for everyone.

PM1e provides comprehensive automated and manual functionalities to analyze, attribute, simulate and optimize risk for organizational units, clients, portfolios and transactions. Hence, PM1e customers can carefully measure and adjust their company’s and their clients’ exposures to stay within agreed-upon limits.

PM1e’s open architecture and Expersoft’s technical expertise help maximize return on past investments by enabling reliable interfaces and seamless transitions. Through constant updates and enhancements of the PM1e Suite, Expersoft ensures that customers can leverage any future opportunities for excellence and fulfill changing regulatory requirements.