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Automated workflows free up time, allowing you to focus on building lasting client relationships.
Built-in regulatory compliance keeps you aligned with evolving requirements - effortlessly.
Digital client portals and tailored reports enhance transparency and engagement across generations.
Advanced analytics tools empower informed investment decisions, ensuring sustainable wealth growth.
Wealth & Asset Manager
As an Independent Asset / Wealth Manager, you face regulations, complexity, and inefficiency. Expersoft provides you incomparable compliance, automation, and client-focused efficiency - now and for the future.
With PM1, you don’t just manage portfolios - you establish trust and financial security that extends across generations.
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:
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à-la-carte setup and configuration
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advanced automation
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scaling with organisational growth and complexity
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custom integrations
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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.
AM-One
Quick to Deploy for Smaller & Mid-Size Firms
AM-One provides a streamlined, multi-tenant SaaS solution optimised for smaller and mid-size independent asset and wealth managers. With a shared asset universe, best-practice pre-configured setups, and industry-standard reporting, each firm can easily adjust key elements to fit individual needs. AM-One enables professional digitisation of operations without heavy IT investment.
Choose AM-One when you need:
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rapid onboarding & minimal configuration
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pre-built best-practice workflows
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standardised reporting & automation out of the box
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predictable and efficient operating costs
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a simple, modern user experience
Perfect for firms that prioritise efficiency, cost-effectiveness, and fast time-to-value.
Key Features
A unified platform for Independent Wealth & Asset Managers 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.
Key Numbers
30K
Users
Active users across all hosted clients in the EAM segment.
+27%
ANNUAL GROWTH
Uptick in new users during 2025 across the EAM business segment.
15M
TRANSACTIONS
Number of transactions processed by interface and back-office in 2025.
278
CUSTODIANS
The current custodian and other data connections available.
