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

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.



Thu, 18 Jun 2015 at 13:15, Institut für Finanzdienstleistungen Zug IFZ

Conference on Sustainable Strategies for Independent Asset Managers

Expersoft is looking forward to sponsoring the Conference on Sustainable Strategies for Independent Asset Managers (‘Konferenz Zukunftsstrategien für unabhängige Vermögensverwalter’) on Thursday, 18 June, 2015 at the Institut für Finanzdienstleistungen Zug IFZ,

The conference will bring together leading experts from business and academia to discuss the repercussions of increasing regulatory requirements and the associated costs on Swiss asset managers, including the impact of the new Financial Services and Institute Act (FIDLEG / FINIG). A core component is the discussion on how Swiss asset managers can face the challenge of effectively and efficiently managing their risks, and whether running costs can be reduced by utilizing external providers of outsourcing solutions.

Wed, 10 Jun 2015 at 23:59, Abu Dhabi


Expersoft is delighted to announce our exhibition partnership with ABTEC MENA 2015, held in Abu Dhabi from 9-10 June 2015. ABTEC is the Middle East’s premier Fintech event that convenes the entire financial technology community from across the Middle East region. This year will see more than 500 financial institutions from 20 countries attending to view the top technology issues facing the US$13 billion p.a regional financial technology market.

ABTEC provides a definitive platform for financial technology leaders to network with peers, share insights and explore the latest innovations. In 2015, ABTEC will continue to offer a definitive peer-networking platform for financial technology leaders, and a forum for sharing insights and the latest game-changing innovations.

Thu, 5 Mar 2015 at 09:00, Mövenpick Hotel, Zürich-Regensdorf

Swiss BPM Forum 2015

Expersoft is pleased to announce that its internationally regarded Wealth & Asset Mangement Front Office Platform - PM1 will be showcased by Whitestein Technologies at the annual Swiss BPM Forum.

Expersoft PM1, powered by Whitestein’s powerful LSPS engine, is used by hundreds of financial firms around the world, ranging from family offices and asset managers to some of the world’s largest wealth management banks. Whitestein will be demonstrating several of PM1's key features, including Client Lifecycle Management including Client Onboarding, Regulatory Frameworks, and Suitability-Appropriateness Compliance.

Many of Switzerland's top company CEOs and COOs will not only be attending the Swiss BPM Forum, but also leading discussions on numerous topics. Of particular interest to those in the financial services industry will be the keynote by SwissComply CEO Kasper Wohnlich, a PM1 customer, on 'Risk minimization through Process Intelligence in Times of High Market and Business Dynamics' ('Risikominimierung durch Prozessintelligenz in Zeiten hoher Markt- und Geschäftsdynamik').

For Swiss financial firms looking for world-class solutions to answer the challenges of ever changing requirements and customer needs, the Swiss BPM Forum will provide a wealth of information. We will be at the Whitestein booth and are looking forward to seeing you there.


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.