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PM1 is the award-winning intelligent wealth management software providing full value chain coverage for your business. From client prospecting, to deep portfolio analysis, to online banking, PM1 will transform your business to be digitally ready for today and tomorrow.

 

Comprised of a comprehensive system nucleus with capabilities added as modular components to ensure each customer has exactly the tools for their needs. Moreover, with the PM1 API, all relevant data can be consolidated in PM1, creating new opportunities for business growth.

PM1 Connectivity
Core Systems Integrations
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Avaloq
Finnova
Finstar
FIS
Jack Henry
Olympic
Temenos
Data Provider Integrations
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Abacus
Bloomberg
CDDS
CGIX
Cleversoft
EdgeLab
FundInfo
Investment Navigator
Microsoft
Oracle
Reuters
SAP
SIX Financial Data
Unavista
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PM1 offers a complete integration solution comprised of the RTW batch & real-time ETL and an open REST API. 

PM1 Discretionary  Portfolio Management

Portfolio Analysis

  • Asset viewing with risk figures 

  • Configurable asset structures

  • Fund look-through & unbundling

  • Cashflows, transactions, master data

  • Benchmarks

Performance

  • TWR

  • MWR

  • IRR

  • Contribution / Attribution

  • Risk appraisal

Consolidation

  • Flexible consolidation over persons, portfolios, and assets

  • Family structures

  • Trust structures

Reporting

  • Full data export to Excel

  • Consolidated client reporting 

  • Customisable colours, fonts, logos, and style sheets

PM1 Discretionary Portfolio Management

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Our world-class PMS offers a modern, transformative approach to managing client assets with bleeding-edge intelligent technology and a powerful transactional engine. Over 600 risk calculations, model-portfolio rebalancing, benchmarks, fee models, and much more creates the basis for the industry standard in discretionary portfolio management.

Model Portfolios

  • Definition of model portfolios

  • Model in model structures

  • Automatic rebalancing algorithm

  • Creation of orders

  • Creation of models from simulation

Feature List

Bookings & Accounting

  • Securities, FX, MM, pay, derivatives, swaps

  • Non-bankables

  • Corporate actions

  • Management fees

  • Export for external accounting systems

Portfolio Management
CRM

PM1 Client Relationship

Client KYC

  • Natural or legal persons

  • Capture 360 degree client view

  • Risk profiling for investor protection

  • Change process for KYC data

  • Validation rules per client role

Contact Logs / Call Reports

  • Auditable client interactions

  • Auto-capture from Outlook

  • Attach multiple documents

  • Attach questionnaires & orders

  • Link other participating persons

Client On-boarding

  • Direct-data entry-based option

  • Questionnaire-based option

  • Workflow-based option

  • Document storage

  • Document generation

Client Review

  • Periodic assessments

  • User-defined trigger rules 

  • Questionnaires

  • Re-check of investor protection

  • Configurable approvals

PM1 Client Relationship

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Our award-winning CRM is designed specifically for the highly regulated and increasingly complex demands of wealth management by providing the ideal basis for managing the
entire client life cycle.

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Questionnaires

  • User-based questionnaire builder

  • Complex family & trust structures

  • Visual relationship graph

  • Goal-based financial planning

  • MiFID II, FinSA, FATCA, GDPR

Campaign Management

  • Sales-pipeline creation

  • Flexible target-group builder

  • Proposal generation & send

  • Case-based campaign execution

  • Campaign success monitoring

Feature List
Client Advisory

PM1 Investment Advisory

Client KYC

  • Natural or legal persons

  • Capture 360 degree client view

  • Risk profiling for investor protection

  • Change process for KYC data

  • Validation rules per client role

Contact Logs / Call Reports

  • Auditable client interactions

  • Auto-capture from Outlook

  • Attach multiple documents

  • Attach questionnaires & orders

  • Link other participating persons

Client On-boarding

  • Direct-data entry based option

  • Questionnaire-based option

  • Workflow-based option

  • Document storage

  • Document generation

Client Review

  • Periodic assessments

  • User-defined trigger rules 

  • Questionnaires

  • Re-check of investor protection

  • Configurable approvals

Questionnaires

  • User-based questionnaire builder

  • Complex family & trust structures

  • Visual relationship graph

  • Goal-based financial planning

  • MiFID II, FinSA, FATCA, GDPR

Campaign Management

  • Sales-pipeline creation

  • Flexible target-group builder

  • Proposal generation & send

  • Case-based campaign execution

  • Campaign success monitoring

Suitability & Appropriateness

  • Risk profiling for investor protection

  • Knowledge & Experience

  • Investment guidelines

  • Product target market

  • Product appropriateness check

Portfolio Simulation

  • Structured portfolio construction

  • Portfolio of model starting points

  • Simulation of change effects

  • Auto-calculation of risk metrics

  • Order generation

PM1 Investment Advisory

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Our innovative investment advisory solution combines a beautiful tablet/laptop advisory application with the power of our PMS including investment proposal simulation, state-of-the-art risk & suitability assessment and advisory proposal generation.

Advisory Journey

  • Investment goals & objectives

  • Financial background & situation

  • Flexible building-block logic

  • Portfolio construction

  • Document generation

Scenario Evaluation

  • Assess portfolios against scenarios

  • Pre-defined scenarios 

  • Scenario construction

  • Portfolio back-testing

  • Monte Carlo simulation engine

Feature List

Advisory Documentation

  • Jurisdictionally relevant forms

  • Investment proposal reports

  • Advisory session minutes

  • Automatic document generation

  • XFA document templates

Portfolio Optimisation

  • Investment universe selection

  • Efficient frontier

  • Rolling risk contribution

  • Model portfolio generation from EF

  • Intelligent rebalancing

PM1 Order Management

PM1 Order Management

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Our powerful OMS facilitates single/bulk order capture, reconciliation, and pre-/post-trade processing of payments, securities, FX, money market, and derivatives orders, with support for both exchange traded and over-the-counter products. STP routing is available via both FIX and SWIFT standards.

Feature List
Order Management

Order Capture

  • Single order mask

  • Global order mask

  • Hedging algorithm

  • Securities, MM, FX, payments

  • Order from portfolio valuation

Restriction Checks

  • Pre-trade compliance checks

  • Presets for MiFID II, FinSA

  • Client-specific restrictions

  • Soft, medium, hard constraints

  • Sets and bulk change

Manipulation

  • OTC instrument coverage

  • Order blotters

  • Order bulking

  • Approval processes (4/n-eyes)

Connectivity

  • Multi-channel order transfer

  • SWIFT and FIX standards 

  • Full-roundtrip available

  • Excel-based order import/export

  • Fax-based ordering

PM1 Reporting & Analytics

PM1 Reporting & Analytics


Our industry-proven reporting engine allows the generation, export, publication, and archiving of both standard and fully-customisable client reporting sets. Moreover, our integral analytics engine supports deep analysis of multi-source data.

Client Reports

  • High quality professional design

  • Component-based page structure

  • 100s of report components

  • Pixel-perfect layouts

  • Full corporate branding

Standard & Bespoke

  • Rich set of standard client reports

  • 100s of pre-designed pages

  • Configurable fonts, logos, colour

  • Bespoke reports available from our specialist design team

Business Analytics 

  • Query-based data analysis

  • On-screen reports

  • Fixed & parametrisable reports

  • Exportable to Excel

  • Tables & charts

Business Reports

  • Adobe XFA template design

  • Simple & complex PDF forms

  • Auto-form population

  • Configurable approvals

  • Standard reports onboarding, due diligence, advisory, etc.

Feature List
Analytics & Reporting

PM1 Client Engagement

PM1 Client Engagement
Our full-service suite of tools extends the reach of PM1 to the client via a Web-application for laptops and tablets, and a mobile application for iOS and Android devices. Capabilities include rich asset browsing, ordering, payments, content feed subscriptions, e-documents, secure messaging, and more.

Feature List

Asset Browsing

  • Drill-through asset browsing

  • Selectable consolidation levels

  • Performance & risk data

  • Cashflow projection & transaction

  • Extract all data to Excel & PDF

eDocuments

  • Publishing of eDocs to portal

  • View and download eDocs

  • Organisation by document type

  • eSignature

  • Submission of signed eDocs

Ordering

  • Single security buy/sell orders

  • Bulk securities buy/sell orders

  • Order status tracking

  • Ordering direct from position list

  • Order rules defined in PM1

Payments

  • Payment recipient definition

  • Single & multiple payments

  • Payment status tracking

  • Payment rules defined in PM1

  • PSD2 compliant API

Secure Messaging

  • Email-style messaging

  • Automatic message encryption

  • Set acknowledge-by-read flag

  • Suitable for campaigns & SRD II

  • Notifications by email & SMS

Content Subscription

  • Connect to external content

  • Set multiple channel feeds

  • Subscribe to individual channels

  • Set notifications for new content

Digital Banking
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