PM1 delivers comprehensive client reporting, from detailed, institution-grade PDF report books covering every aspect of client portfolios to rich digital experiences across web and mobile. Interactive reporting, secure messaging, order placement, and payments extend transparency and engagement across all client channels.
Reporting & Client Access
Yes, our reports and digital apps can be rapidly customised to your corporate design requirements.
Our report generation engine is designed to mass produce extremely high volumes of client reports via scheduled batches.
PM1 has built-in functions to generate a variety of reporting for institutional purposes, such as fund reports (including BVV2), ESG SFDR, and many others.
Clients can securely access high clarity details of their investment holdings including performance, download reports and documents, and authorise trades at any time through our web and mobile client portal apps.
Our Web and Mobile e-Banking apps have payment capture via IBAN, QR-Code, eBill, or other country-specific means.