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

Tue, Dec 6th 2016

Expersoft wins “Best Provider of IAM/MFO Solution” by Asian Private Banker - Technology Awards 2016

The Asian Private Banker Technology Awards are accolades awarded to the tech industry’s most innovative and practical solutions. With over 100 submissions for 16 categories from more than 50 fintech companies with private banking offerings in Asia, Expersoft is thrilled to have its IAM/MFO Solution singled out.

“Expersoft works extraordinarily hard to provide our customers with comprehensive tools that fit every need. This award is a major validation of PM1 as the solution of choice for independent asset managers and multi family offices.”
Philipp Bisang, CEO Expersoft

Based exclusively in Asia, Asian Private Banker is the region’s largest bureau of journalists and researchers delivering independent, authoritative, and indispensable commentary focused solely on Asia’s unique private banking, family office, and wealth management communities.

The awards luncheon will be held on Wednesday, 8th of February 2017, at the Fullerton Hotel in Singapore.

Thu, Oct 6th 2016

Hochschule Luzern successfully raises over one million CHF for new Computer Science Department

Expersoft is proud to have been part of Hochschule Luzern's efforts to successfully fundraise over one million CHF for the construction of its new Computer Science Department. Hochschule Luzern (Lucerne University of Applied Sciences and Arts) is the first Swiss Hochschule to set up its own Department of Computer Science. In September 2016, the first lectures took place on the campus of Zug-Rotkreuz, with the new building scheduled to be completed in 2019.

Please visit Hochschule Luzern for more information on both the school and the new Computer Science Department.

Tue, Oct 4th 2016

Anthonia Hui of AL Wealth Partners wins the Hubbis Award for 'Excellence in Asian Wealth Management'

Expersoft would like to congratulate our long-standing customer Anthonia Hui of AL Wealth Partners as the 2016 winner of the Hubbis Award for 'Excellence in Asian Wealth Management'.

Fri, Sep 30th 2016

Change in Expersoft Systems AG Operational Management

After 24 years at the helm of Expersoft, Urs-Peter Oehen today hands over the role of CEO to Philipp Bisang. Urs-Peter will continue to guide Expersoft strategy as Chairman of the Board of Directors, and as CFO will help drive continued growth of the Group companies.

Philipp Bisang, dipl. Ing. ETH, has 15 years of financial industry experience, joining Expersoft in 2010 as Sales Manager. In 2012 he joined the company management and in the role of Head of Sales has spearheaded Expersoft’s sales growth during recent years.

Wed, Aug 24th 2016

Interview with the Chairman & CEO of Expersoft at IFZ conference for Swiss Independent Asset Managers

Expersoft has been supporting the IFZ conference for Swiss Independent Asset Managers since inception. The event took place in June 2016 with a focus on regulations under FIDLEG/FINIG.

Urs-Peter Oehen gives answers to the challenges facing Swiss Independent Asset Managers, providing an outlook for the industry. Interview by Vontobel (in German).

Fri, Aug 19th 2016

Interview with “The Intelligent Owner”

Pascal Smadja has interviewed Expersoft Systems on the topic “Protecting your Family Office from Hackers”.

Thu, Jul 21st 2016

Ausbildungsstätte Expersoft Systems AG: Herzliche Gratulation an unsere ausgebildete Informatikerin EFZ Rahel Lanz

Mit Freude möchten wir verkünden, dass unsere Lernende Rahel Lanz ihre Ausbildung zur Informatikerin EFZ als Beste im Kanton Zug und in ihrem Jahrgang abgeschlossen hat. Eine solch ausserordentliche Leistung erfüllt die gesamte Expersoft Familie mit Stolz und zollt unsere Anerkennung.

Thu, Jun 9th 2016

Expersoft Awarded Best CRM at WealthBriefing European Awards 2016

As Switzerland’s foremost Software Solution Provider for Wealth and Asset Management, Expersoft Systems has been awarded ‘Best CRM System’ at the 2016 WealthBriefing European Awards 2016.

Mon, Mar 21st 2016

Interview with the Chairman & CEO of Expersoft

Urs-Peter Oehen gives answers to current CRM topics within the Banking sector (published in Schweizer Bank).

Tue, Mar 8th 2016

Expersoft Systems shortlisted for the Wealthbriefing European Awards 2016

Expersoft Systems is pleased to announce that it has been shortlisted in seven categories for the prestigious WealthBriefing European Awards 2016. The winners will be announced at the gala awards dinner, held on the 19th of May at The Guildhall in London.

Tue, Feb 23rd 2016

Expersoft Systems awarded at the WealthBriefing Swiss Awards 2016

Expersoft Systems has been awarded ‘Best Transaction Processing Solution’ at the 3rd WealthBriefing Swiss Awards.

Tue, Feb 23rd 2016

Interview with "The Intelligent Owner"

Pascal Smadja has interviewed Expersoft Systems on the topic „Consolidated Wealth Reporting".

Tue, Feb 16th 2016

Die Sallfort Privatbank AG geht live

Die Expersoft Systems AG freut sich mitzuteilen, dass per 1. Januar 2016 die Sallfort Privatbank AG in Basel und Zürich erfolgreich migriert wurde.

Mon, Jan 18th 2016

Expersoft shortlisted for 7 categories of the WealthBriefing Swiss Awards 2016.

Expersoft Systems is honoured to be shortlisted in seven categories of the highly regarded WealthBriefing Swiss Awards 2016.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the WealthBriefing Swiss Awards 2016 are designed to recognise companies, teams and individuals which the prestigious panel of judges deem to have ‘demonstrated innovation and excellence during 2015’.

Winners will be announced during a gala awards dinner at the Hotel President Wilson in Geneva on February 18, 2016.


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.