The Future of Wealth Management

intelligent financial software

 

Transform and take flight
- with EXPERSOFT -

Transformative digital Wealth and Asset Management software solutions and services 

The award-winning PM1 product family from Expersoft provides banks, independent asset managers, family offices, institutional investors and other financial services providers with ONE platform to transform all front- and mid-office operations.

 

We combine intelligent technology with beautiful user experience and personalised services to transform your business into a true citizen of the digital era.

Family

Offices

Independent Asset Management

Private
Banking & Wealth Management 

Institutional

Investing

Commercial Banking

Expersoft has transformed the business operations of 625 financial services providers in 32 countries

  • Single, configurable, modular product concept

  • Suited for RMs, IAs, PMs, Ops, Compliance, and more

  • Full multi-custody consolidation

  • In-time coverage of all major regulations

  • Secure data encryption at all levels

  • API integrations with 100s of applications

  • Outsourced hosting, operations, and back-office

 

the complete financial solution

Portfolio
Management

Designed for professional discretionary portfolio managers, PM1 offers a consolidated view of total wealth with drill-down and over 600 risk/performance figures.

 

Information is presented in a configurable dashboard, with live monitoring and contextual navigation.

Coverage of liquid and illiquid asset types with near real-time  transactional data.

Client
Relationship

Designed uniquely for wealth management with a 360° view of client KYC.

 

Integrated lifecycle processes seamlessly guide the prospect and client relationships.

Coverage of all key regulatory and due diligence requirements. 

 
 

Investment
Advisory

Identification of client goals and objectives to inform an advisory journey to create tailored investment solutions.

 

Portfolio simulation to generate proposals with evaluation against standard and custom risk scenarios.

MiFID II compliance & reporting.

Order
Management

Single and bulk order capture of securities, payments, FX, money market, and derivatives.

 

Support for both exchange traded and over-the-counter products.

Automatic pre-trade restriction validation with granular controls.

 
 

Analytics &
Reporting

Data analytics engine for computing and extracting multi-faceted analytical reports across all available data sources.

Professional client report production with flexible layouts and detailed corporate branding.

Client
Engagement

Full-service client portal with asset & performance viewing, cashflow projections, position analysis, document download, encrypted communications, notifications, and more.

Web, tablet, and mobile solutions are available.

 
 

Expersoft Sponsoring

Ice hockey is an important cultural sport of Switzerland, with Expersoft's local club EVZ considered to be among the elite in the game. As a sponsor of EVZ, you will frequently find Expersoft colleagues and associates supporting the team at the nearby BOSSARD Arena.

For several years Expersoft has been involved with ONYX Yachting. Boat SUI 010 carries the Expersoft brand livery and is regularly crewed by employees, plus friends & family of the company.

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