This January Expersoft is delighted to announce the release of our completely redesigned Mass Rebalancing module. The new engine and user interface enable intelligent single and bulk portfolio rebalancing at massive scale, with embedded constraint validations, and significantly enhanced execution efficiency across complex multi-asset and multi-portfolio environments. Contact us for more information or a demo.

This January Expersoft is delighted to announce the release of Security Trading feature for our Apple and Android mobile apps. Trades are placed via the app, processed in PM1, and then transmitted to market via available channels, and subject to configurable approvals.

Expersoft is proud to be a sponsor of Citywire's Wealth Manager Retreat 2025 , geared exclusively to independent wealth managers. It is a unique event that provides Expersoft the opportunity to discuss with luminaries in the field which technologies independent wealth managers need today and which they will need in the future. Taking place on 2 -3 October at the Fairmont Windsor Park, Egham , the event will feature participants at the forefront of fund selection and discret

The annual Compass Cup  kicks off on Lake Zürich on 3-4 May, 2025. The impressively fast Onyx  and J/70 classes will compete over 8 regattas across Switzerland. New this year, the Compass Cup regattas will be live-streamed via Join the Race . We wish our Expersoft Sailing Team the best of luck this weekend and throughout the entire season!

Expersoft is proud to be a sponsor of Citywire's 6th annual Swiss Wealth Retreat , geared exclusively to independent wealth managers. It is a unique event that provides Expersoft the opportunity to discuss with luminaries in the field which technologies independent wealth managers need today and which they will need in the future. Taking place at the newly renovated Mandarin Oriental in Lucerne, the backdrop of the Swiss Alps from the shoreline of Lucerne provides the perfect

Expersoft is proud to be included in this year’s annual list of the world’s most innovative WealthTech companies.  Curated by a panel of industry experts and analysts, the WealthTech100 list provides decision makers in wealth management an essential tool to evaluate which companies and solutions are: The most innovative, Solve significant industry challenges, Provide the most efficiency across the value chain, and Realise the most traction and growth. Further emphasising this

The VSV-ASG Technology Radar 2024 (VSV-ASG Radar), commissioned by the Swiss Association of Wealth Managers | VSV | ASG | SAM and co-created with EAM.Technology , is a comprehensive analysis of the current WealthTech ecosystem. With the pace of change in both available technology and the operating environment, it can be difficult for wealth managers and banks to identify which product meets their actual needs. Focusing on PMS and CRM options, VSV-ASG Radar conducted in depth