Tareno Ltd, one of the largest independent asset managers in Switzerland, has successfully implemented Expersoft’s PMS and CRM solution...

Expersoft: Challenges and needs of wealth management firms by client type

In this second video of Wealth Mosaic's Expersoft series, Dominic Greenwood, Expersoft Group COO explores the configurability of PM1.

Asia's leading financial news site sits down with Pascal Lemann to discuss Expersoft's opportunities and offerings in the APAC region.

The Wealth Mosaic's new video interview series with Expersoft begins with CEO Philipp Bisang.

Expersoft will sponsor the Digital Integration in Wealth Management event to be held in London on the 4-5 March.

Expersoft sponsors the Zürich SPHERE event "Strategien und Lösungen für EAM"

Expersoft is awarded Best CRM System and Best Implementation Project at the prestigious WealthBriefing Swiss Awards 2020 held in Geneva.

Expersoft is extremely proud to announce that EFG International bank becomes the first bank to adopt the AM-One Partner Model.

Expersoft collected the runners-up award for best IT Product in Slovakia, with our CTO, Peter Neurath, speaking on the main panel.

Expersoft announced as as Top Oracle Cloud Partner 2019, while launching the Oracle Cloud Marketplace in Switzerland.

George explains in this interview how PM1 can support IAMs handling the hurdles set by regulators.