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.
Order Management
PM1 has built-in support for regulatory pre-trade checks, including BVV2, UCITS, MiFID II and FinSA, as well as client-specific restrictions. We also support various levels of constraints - soft, medium, and hard - along with the ability to manage restriction sets and apply bulk changes.
Securities, payments, FX, money market, and derivatives orders, with support for both exchange-traded and over-the-counter products.
Restrictions can be applied ad hoc or can be automatically applied within the order process to provide proper pre-deal checks.
Yes, PM1 can be integrated with any core system or other execution-side system, and has deep support for public draft orders and order bulking with allocation logic..