Discretionary portfolio construction, investment management, and mass rebalancing aligned to strategic targets.
Advisory simulations & compliance processes to ensure alignment with performance, risk, and benchmark metrics.
Multi-channel client portals, apps, and institutional-grade reporting for clients, boards, and regulators.
Trading tools to batch execute and allocate bulk investment decisions and rebalance to layered SAA/TAA targets.
Bank
Private banks operate at the intersection of personalised client service and institutional discipline. Portfolio Managers and Client Advisors require the power and flexibility to act on investment insights, while the bank must enforce risk, compliance, governance, and regulatory consistency across clients, mandates, and jurisdictions.
PM1 provides a modern, intuitive and complete banking platform that connects the flow of work between front-, middle-, and back-office roles, while strengthening central oversight, to ensure an outstanding client experience.
One Platform, Total Coverage
For private banks managing discretionary / advisory client relationships
Ready to invigorate Your Banking Model?
PM1 enables private banks to support both advisory and discretionary mandates on a single platform, combining portfolio and order management, governance, and compliance with modern client reporting and digital engagement. Advisors operate with confidence, while the bank maintains full oversight across clients, mandates, and jurisdictions.
The Expersoft Advantage
Global Multicustody
Over 250 custodian bank and market intelligence data integrated seamlessly into a single unified platform.
Operational Leverage
a hyper-scalable platform with business-ready setup and automation to engage users while reducing manual touch-points.
Unrivalled Expertise
Over 30 years innovating world-leading software and services for professional investment managers.
Genuine Profesionalism
consistent excellence, accountability, discipline and trust, turning your complex operations into reliable outcomes.
Master Complexity
manage complex legal structures and diverse asset classes with the platform engineered for precision and scale.
Our designed solutions for your business model
and to prepare you for growth
PM1 Cloud
Full Flexibility for Growing & Complex Firms
PM1 Cloud is Expersoft’s premium SaaS investment-management platform, designed for independent asset and wealth managers that require maximum flexibility, custom workflows, and decisive control over data. Each client operates in a dedicated, secure data tenant, enabling bespoke configurations, deep integrations, and institution-grade scalability.
Choose PM1 Cloud when you need:
-
à-la-carte setup and configuration
-
advanced automation
-
scaling with organisational growth and complexity
-
custom integrations
-
institution-grade security and data isolation
With full flexibility across modules, reporting, data management and APIs, PM1 Cloud is ideal for firms with complex mandates, sophisticated investment processes, or rapid international growth.
PM1 On Premise
The Option for Internal Hosting & Operations
PM1 On-Premise is the a preferred option for firms that require full control over infrastructure, data residency, and security. PM1 is packaged and deployed within your own infrastructure or private cloud, enabling complete ownership of data, system configuration, and operational processes. PM1 On-Premise supports deep customisation, advanced integrations, and enterprise-grade performance.
Choose PM1 On-Premise when you need:
-
full control over infrastructure
-
strict data residency and internal security policies
-
integration with internal and proprietary systems
-
tailored workflows aligned to internal operating models
-
Local administrative control over the PM1 installation
Preferred for banks with strict data governance requirements, or a strategic for self-managed technology platforms.
Key Features
A unified platform for Banks, combining portfolio management, real-time analytics, trading, CRM, compliance, and reporting in a single, streamlined system. It consolidates multi-custodian data, supports model-based investing, and delivers clear oversight across clients and strategies - helping firms manage complexity and elevate the client experience.
Click each panel for more information.
Case
Studies
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Proin vulputate ullamcorper metus eget vulputate. Quisque nec sapien erat.
Key Numbers
100K
USERS
Active users across all banking clients.
+38%
ANNUAL GROWTH
Growth in AuM managed by banks via PM1 in 2025.
3tn
CHF AUM
Assets managed across banking client community.
278
INTEGRATIONS
Number of integrated bank systems.
