Powering Wealth & Asset Management Worldwide
The leading independent Swiss provider of wealth & asset management software and services for the financial services industry.
With over 30 years of expertise, we are a trusted partner offering deep industry knowledge, and a strong client and partner network.
Independent and
Client-First
As a fully family-owned company, we focus on your goals - not investors. Expect agility, transparency, and solutions built just for you.
All-In-One
Automation
PM1 replaces scattered tools with one modular, powerful platform. Integrated and flexible, it streamlines workflows so you move faster with less effort.
Built for Growth
and Scalability
PM1 grows with your business, regardless of size or complexity. We continuously invest in innovation and tailor integrations to your unique system landscape.
Secure and Compliant
Your data is safeguarded through ISO 27001 certification and ISAE 3402 Type 2 audits. We meet the highest standards in security and compliance, so you can focus on your goals.
Take a leap forward with Expersoft
Customer
Commitment
We put our clients at the centre of everything we do; delivering tailored, high-performance solutions that drive value and build lasting partnerships.
Partnerships
& Accountability
We believe in long-term partnerships, working closely with clients and stakeholders to achieve meaningful outcomes and shared success.
Innovation
Excellence
We pursue excellence through continuous improvement and impactful innovation, ensuring future-ready solutions that keep our clients ahead.
Integrity
& Trust
We operate with honesty, transparency, and consistency, building trust through ethical conduct, clear communication and dependable actions.
Expersoft delivers advanced, future-ready investment-management solutions to all major sectors of the wealth and asset-management industry.
Select your Segment >>
Why choose Expersoft?
The only platform with 250+ bank interfaces to aggregate trades, positions, and pricing for seamless portfolio reporting and analysis.
PM1 is a complete business solution that automates your essential daily operations across discretionary and advisory mandates.
Guaranteed service quality tailored to your needs, including world-class hosting, support and back-office services.
Regulatory compliance with all key global frameworks, including MiFID II, MiFIR, FIDLEG, GDPR, ESG, and EEA.
Assured secure data protection and privacy via ISO 27001 certification and annual ISAE 3402 Type 2 audits.
Our Valued Partners
We grow with Partners
We Are Expersoft
Expersoft drives software innovation and top-tier service for a growing global client base. We seek motivated individuals worldwide to join our diverse, collaborative team. If you’re passionate about transforming financial services through innovation, explore our open positions!
