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Build multi-family and multi-business structures with ease and transparency.
Complete consolidated wealth overview with performance attribution and risk analytics.
Multi-asset support for listed, alternative, private and real-asset holdings.
Bespoke multi-lingual family reporting with automated document production.
Multi Family Office
Your Multi Family Office operates at the intersection of complexity and trust, managing wealth across generations, jurisdictions, and asset classes.
Our platform is purpose-built to empower MFOs with the precision, scalability, and innovation needed to serve sophisticated families with confidence.
One Platform, Total Clarity
Institutional Power with Family-Office Precision
The Future of Your MFO Starts Here.
For Multi Family Offices who need scale, transparency, and control without compromise. PM1 brings professionalisation, automation, and deep insight together in one trusted platform, so you can focus on delivering outstanding family relationships and long-term value.
The Expersoft Advantage
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.
Operational Leverage
a hyper-scalable platform with business-ready setup and automation to engage users while reducing manual touch-points.
Master complexity
manage complex legal structures and diverse asset classes with the platform engineered for precision and scale.
Global Multicustody
Over 250 custodian bank and market intelligence data integrated seamlessly into a single unified platform.
Our solutions designed 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 Multi Family Offices, 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
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+27%
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15M
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890
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