PM1 is the award-winning intelligent wealth management software providing full value chain coverage for your business. From client prospecting, to deep portfolio analysis, to online banking, PM1 will transform your business to be digitally ready for today and tomorrow.
Comprised of a comprehensive system nucleus with capabilities added as modular components to ensure each customer has exactly the tools for their needs. Moreover, with the PM1 API, all relevant data can be consolidated in PM1, creating new opportunities for business growth.
Core Systems Integrations
Data Provider Integrations
SIX Financial Data
PM1 offers a complete integration solution comprised of the RTW batch & real-time ETL and an open REST API.
Asset viewing with risk figures
Configurable asset structures
Fund look-through & unbundling
Cashflows, transactions, master data
Contribution / Attribution
Full data export to Excel
Consolidated client reporting
Customisable colours, fonts, logos, and style sheets
PM1 Discretionary Portfolio Management
Our world-class PMS offers a modern, transformative approach to managing client assets with bleeding-edge intelligent technology and a powerful transactional engine. Over 600 risk calculations, model-portfolio rebalancing, benchmarks, fee models, and much more creates the basis for the industry standard in discretionary portfolio management.
Definition of model portfolios
Model in model structures
Automatic rebalancing algorithm
Creation of orders
Creation of models from simulation
Bookings & Accounting
Securities, FX, MM, pay, derivatives, swaps
Export for external accounting systems