Expersoft Partnerships

Forward Together


Business Partners

Serving small & midsize EAMs, AM-One combines the award-winning PM1 solution of our parent Expersoft Systems with a complete service package offered by our specialized partners and marketplace network.
Professional back-office services for the financial industry.
A leading IT provider of Asian Financial Capital Market solutions in Asia.
Oracle provides leading-edge capabilities in software as a service, platform as a service, infrastructure as a service, and data as a service.
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FRED Financial Data
FRED's core service is the operation of the portfolio management system and CRM solutions, the necessary interfaces to the custodian banks, the entire archiving of vouchers and documents, and ensuring data quality and integrity on the portfolio management system.
Wealth Management and trading software.
SIX Financial Information
Financial data and services for the financial industry.
Whitestein Technologies
The LSPS platform combines business and IT needs in one seamless package. Whether you need to automate a paper-based workflow or create intelligent software solutions that adapt their behaviour to business events, it is the intelligent choice.
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Data and Technology Partners

Swiss provider of ERP software.
Swiss Provider of software for core banking.
Bloomberg can be used as real time market data for valuation of the portfolios and intraday trading.
CDDS offers a wide range of AML solutions to its clients helping them to be compliant with regards to their AML/CTF obligations.
Cleversoft is a cloud-based RegTech provider for financial services. The company optimize and automate business processes for regulatory documents, marketing materials, commission payments and other back office processes.
Edgelab provides technological solutions to the investment industry. It addresses the needs to measure investment risk, deliver bespoke investment proposals and optimize portfolios.
ERI Olympic
Swiss core banking system software and services.
Provider of the Airlock secure access hub for protecting sensitive data.
Swiss core banking systems provider.
Swiss provider of open platform for core banking services.
Global provider of core banking systems and financial technology.
Provider of the CGiX capital gains calculation and investment tax management product.
Investment Navigator
Investment Navigator enhances the investment & advisory value chain from research to distribution with suitability assessments; solving the cross-border distribution, product and tax suitability issues of financial service providers.
Jack Henry
Provider of core banking systems and services.
Provider of Vasco security solutions.
Provider of business software including Exchange and Outlook.
Real time market data for valuation of the portfolios and intraday trading.
Global provider of ERP software.
Global provider of ERP software.
The LSEG UnaVista solution provides an EU-Approved Reporting Mechanism (ARM) for MiFIR transaction reporting.
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Academic Partners

The Eidgenössische Technische Hochschule Zürich is a Swiss federal institute of technology in Zurich that specialises in science, technology, engineering and mathematics.
The École polytechnique fédérale de Lausanne (EPFL) is a research institute and university in Lausanne, Switzerland, that specialises in natural sciences and engineering.
The Hochshule Luzern, or Lucerne University of Applied Sciences and Arts, is a Swiss regional university of applied sciences.
University of Zürich
The largest university in Switzerland with seven faculties: Philosophy, Human Medicine, Economic Sciences, Law, Mathematics and Natural Sciences, Engineering, Computer Sciences and Robotics, Theology and Veterinary Medicine.
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Marketing & Association Partners

The Wealth Mosaic
Independent knowledge resource for the global wealth management sector.
News, features and information for the wealth management and private banking industries.
The Financial Services Standards Association (VQF) offers a full range of compliance services to financial intermediaries in the parabanking sector in Switzerland.
Helping to establish independent asset managers as important partners in the German capital market, and developing industry awareness with the public.
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