Leading solutions for family offices, external asset managers, private banking & wealth management.
A wide selection of versatile and adaptable components allows you to combine the benefits of a leading standard solution.
Expersoft provides comprehensive services to complement the solution offerings.
Expersoft created PM1 using current web technology which guarantees platform independency and allows the use of mobile devices. The embedded BPM engine helps to model business workflows and provides modern task management, collaboration, and communication facilities.
Press releases and case studies illustrate the versatile use of the PM1 suite within the financial industry.
Superior software solutions that we promptly and accurately tailor to your precise needs and to create value for company shareholders by becoming one of the top three players in each market we address.
Press releases and case studies illustrate the versatile use of the PM1 suite within the financial industry.
Updates on new projects, markets, and product development activities.
Expersoft Systems, one of Europe’s foremost financial services providers, was awarded the prestigious Best Front Office Solution Award at Thursday evening’s WealthBriefing European Awards 2018.
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards are designed to recognise companies, teams and individuals which the esteemed panel of judges deemed to have ‘demonstrated innovation and excellence during 2017’.
Die Schweizer Expersoft Systems AG, ein international agierender Anbieter von Softwarelösungen für das Portfolio- und Wealth Management, baut das Geschäft mit Vermögensverwaltern und Banken in Deutschland aus und holt sich dazu mit Norwin Schörrig und Christof Gunia zwei erfahrene Experten an Bord. „Mit dem fundierten Knowhow der beiden Vertriebsexperten bieten wir unsere erprobten Lösungen verbunden mit direkter persönlicher Betreuung im deutschen Markt an“, so Philipp Bisang, CEO Expersoft Systems AG.
Expersoft, one of Switzerland’s foremost financial services providers, is honoured to receive awards for both ‘Best Client Reporting’ and ‘Best Transaction Processing Solution’ at the 5th WealthBriefing Swiss Awards. The gala awards dinner was held at the Hotel President Wilson, Geneva on February 8, 2018.
Am 28. Juni 2018 findet am Institut für Finanzdienstleistungen Zug (IFZ) der Hochschule Luzern (HSLU) die vierte Konferenz für Schweizer Vermögensverwalter unter dem Thema „Kundenbindung 4.0: Regulatorisch konform Kunden begeistern“ statt.
After selecting Expersoft’s PM1 suite in 2013, the Mexico subsidiary of the world's largest manager of private wealth assets; with over CHF2.2 trillion in invested assets, went live in January 2014. At this subsidiary, PM1 covers the whole wealth management lifecycle including client on-boarding and review processes, CRM, ordering, asset viewing and client reporting, compliance and suitability.
Expersoft Systems AG, a leading global provider of front- and middle-office solutions for the Private Banking, Wealth and Asset Management industries, is pleased to announce the successful launch of a new PM1 e-banking platform for the Brazil subsidiary of the world's largest manager of private wealth assets; with over CHF 2.2 trillion in invested assets.
In 2001, the Management of Cortal Consors established a Portfolio Management Division to collaborate with independent Wealth Managers. Following an intensive six-month comparative analysis of the numerous suppliers and systems, Expersoft PM1 was selected and marketed as Cortal Consors Portfolio Management System (CPMS). Almost 90% of the roughly 300 linked partners (Asset Managers, Fund Brokers, Family Offices, Liability Umbrellas, Pool Companies, and Banks) employ CPMS. Successful collaboration with Expersoft was confirmed and an innovative, rapid and comprehensive interface was implemented in 2011. Cortal Consors thereby underlines the Bank’s renewed determination to rely on Expersoft and PM1 in the future.
