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.
for commercial loans
Portfolio management with
Handling of risk, illiquid
assets and family
reporting as an
integrated solution for
the front/middle office
Expersoft has transformed the business operations of 650 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
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.
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.
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.
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.
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.
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.