Jan 18, 2022Introducing Expersoft’s PM1 Mobile App for Wealth ClientsExpersoft is pleased to introduce its PM1 Mobile App for end-clients. Available for both iOS and Android devices, the App provides...
Feb 26, 2020Expersoft: an introduction to the solution offering, by Wealth MosaicIn this second video of Wealth Mosaic's Expersoft series, Dominic Greenwood, Expersoft Group COO explores the configurability of PM1.
Feb 6, 2020Expersoft wins two awards at the Wealth Briefing Swiss Awards 2020Expersoft is awarded Best CRM System and Best Implementation Project at the prestigious WealthBriefing Swiss Awards 2020 held in Geneva.
Nov 6, 2019EFG International launches AM-One based multi-custody platform IAMs Expersoft is extremely proud to announce that EFG International bank becomes the first bank to adopt the AM-One Partner Model.