PM1 fully supports workflow-based onboarding through a configurable AOP framework, combining automated checks, approvals, and document handling to deliver fast, compliant, and controlled client onboarding.
PM1 helps firms stay ahead of regulatory change by integrating MiFID / MiFIR, FIDLEG, GDPR, ESG and other global compliance requirements into automated workflows, risk controls, and transparent reporting, ensuring robust governance and regulatory confidence.
Yes, PM1 provides a complete client view via its Advisor Dashboard, unifying portfolios, relationships, interactions, compliance data, and key insights in a single, real-time interface.
Yes. PM1 helps you actively manage and prioritise sales opportunities through structured pipeline management, configurable workflows, activity tracking, and real-time insight into opportunity value and stage progress—ensuring advisors focus on the right prospects at the right time.
PM1 provides Contact Logs which track all client interactions across all used channels, including an immutable audit history. Outlook integration supports the auto-logging of emails to Contact Logs and calendar event synchronisation.
PM1’s CRM centralises prospect tracking, client data, mandates, documents, and interactions into a single, controlled view creating a reliable source of truth for relationship teams. Onboarding workflows, integrated KYC/AML and due-diligence support, and approvals strengthen compliance while reducing operational friction. Structured relationship tracking (activities, tasks, reminders, and opportunities) ensures every client touchpoint is captured, searchable, and auditable enabling faster servicing and consistently personalised engagement.