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.

Upcoming events, both our own and those we plan to attend.

A selection of PM1 success stories.

News and press releases

Sat, Apr 28th 2018

Expersoft awarded Best Front Office Solution at the WealthBriefing European Awards 2018

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’.

Thu, Mar 1st 2018

Expersoft Systems AG verstärkt Marktpräsenz in Deutschland für Banken und Vermögensverwalter

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. 

Tue, Feb 13th 2018

Expersoft wins two awards at WealthBriefing Swiss Awards 2018

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.



Mon, 15 Apr 2019 at 08:00, Hotel Baur au Lac, Zurich

Expersoft sponsors first SPHERE event "Strategien und Lösungen für EAM" in Zurich

SPHERE is organising a day of conferences and networking dedicated to Swiss Independent Wealth Managers on April 15th, 2019, in Zurich (Baur au Lac Hotel). The aim of the day is to help wealth managers whose business models are evolving find the right solutions with the right partners.

Mon, 1 Apr 2019 at 19:06


As proud sponsors, Expersoft wishes EVZ the best of luck in the National Playoffs!


Case studies

July 2014

Mexico subsidiary of global bank goes live with PM1 Wealth Management

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.

January 2014

Brazil subsidiary of global bank goes live with new e-banking platform

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.

September 2012


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.