One Family, One Platform
for Stewardship, Privacy, Legacy
The Family Office Solution for Tomorrow.
A Single Family Office is the guardian of wealth, identity, and continuity. PM1 directly supports the way SFOs actually operate: calmly, passionately, thoughtfully, and discreetly - over generations.
From complex private investments to trust structures and governance processes, everything is managed with precision in a secure environment fully aligned to your family’s values, priorities, and ambitions.
The Expersoft Advantage
Unrivalled Expertise
Over 30 years innovating world-leading software and services for professional investment managers.
Genuine Profesionalism
consistent excellence, accountability, discipline and trust, turning your complex operations into reliable outcomes.
Operational Leverage
a hyper-scalable platform with business-ready setup and automation to engage users while reducing manual touch-points.
Master complexity
manage complex legal structures and diverse asset classes with the platform engineered for precision and scale.
Global Multicustody
Over 250 custodian bank and market intelligence data integrated seamlessly into a single unified platform.
PM1 Cloud
Full Flexibility for Growing & Complex Firms
PM1 Cloud is Expersoft’s premium SaaS investment-management platform, designed for independent asset and wealth managers that require maximum flexibility, custom workflows, and decisive control over data. Each client operates in a dedicated, secure data tenant, enabling bespoke configurations, deep integrations, and institution-grade scalability.
Choose PM1 Cloud when you need:
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à-la-carte setup and configuration
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advanced automation
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scaling with organisational growth and complexity
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custom integrations
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institution-grade security and data isolation
With full flexibility across modules, reporting, data management and APIs, PM1 Cloud is ideal for firms with complex mandates, sophisticated investment processes, or rapid international growth.
AM-One
Quick to Deploy for Smaller & Mid-Size Firms
AM-One provides a streamlined, multi-tenant SaaS solution optimised for smaller and mid-size independent asset and wealth managers. With a shared asset universe, best-practice pre-configured setups, and industry-standard reporting, each firm can easily adjust key elements to fit individual needs. AM-One enables professional digitisation of operations without heavy IT investment.
Choose AM-One when you need:
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rapid onboarding & minimal configuration
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pre-built best-practice workflows
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standardised reporting & automation out of the box
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predictable and efficient operating costs
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a simple, modern user experience
Perfect for firms that prioritise efficiency, cost-effectiveness, and fast time-to-value.
Our solutions designed for your business model
and to prepare you for growth
Key Features
A unified platform for Single Family Offices, combining portfolio management, real-time analytics, trading, CRM, compliance, and reporting in a single, streamlined system. It consolidates multi-custodian data, supports model-based investing, and delivers clear oversight across clients and strategies - helping firms manage complexity and elevate the client experience.
Click each panel for more information.
Case
Studies
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Key Numbers
30K
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+27%
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15M
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890
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Manage trusts and networked legal entities with complex ownership and control structures.
Complete consolidated wealth overview with performance attribution and risk analytics.
Deep support for private equity and alternative investments, including digital reporting.
Flexible, beautiful, multilingual reporting for family members and investment committees.
Single Family Office
Your Family Office exists to preserve wealth, values, and legacy across generations by balancing confidentiality, control, and professionalism in managing complex assets, legal structures, and family priorities under one roof.
Our platform provides SFOs with the precision, privacy, and power needed to protect capital, enable sound decision-making, and guarantee continuity of the family investment architecture.
