Our Solutions

Services, Markets, and Hosting

Take flight with PM1

 

Solutions for
Private Banking & Wealth Management 

PM1 is used by several of the world's largest private wealth banks to manage assets on a global scale across multiple booking centres. The manifest reasons are grounded by PM1 offering the most comprehensive capabilities of any product in the front-/mid-office category, covering full life-cycle management within the private banking business. From full client regulatory handling, through multi-booking centre consolidated reporting, to an unparalleled user experience, PM1 is simply the only complete software capable of meeting the needs of today's modern banks demanding digital supremacy combined with the human touch.

As no software exists in isolation, PM1 also offers best-in-class interfacing capabilities to integrate with core banking systems, order execution systems, and the myriad of other applications in common use. Hosting options include on-premise, in the PM1 Cloud, and via our partnership with the Finstar Open Banking platform. 

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PM1 OnPrem

PM1 Cloud

Finstar

The Finstar Open Platform is a professional, regulatory-compliant solution for banks, which combines the Finstar kernel with the PM1 solution from Expersoft. The result is a single, unified, out-of-the-box banking platform ready to help transform a bank into a modern, digital enterprise.

> Check out the Finstar website for details.

PM1 Cloud

PM1 Cloud is the outsourced secure hosting and operational services offering from Expersoft.  PM1 is installed and managed in either fully independent professional hosting facilities in Switzerland, or in the Oracle Cloud located in several global locations. All system and software updates are fully administered by Expersoft. 

This is PM1 for customers wishing to focus on their business rather than managing IT.

> Contact us for more information
 

PM1 On-Premise

PM1 On-Prem supports the deployment and integration of PM1 on bank premises,  where installation and operational management will be controlled by the bank. Full consultancy and, if required, outsourced systems administration, is available from Expersoft. 

> Contact us for more information

ProWealth1

ProWealth1 is a Credit Suisse offering for IAMs consisting of the PM1 software plus selected third-party services, hosted and operated by Expersoft. The solution is intended for firms with significant assets in custody with Credit Suisse, who in turn offers sponsored access to the platform. Designed for professional asset management companies serving sophisticated HNWI and UHNWI clients.

> Contact us for more information

Solutions for

Independent Asset Management

PM1 is used by several hundred Independent Asset Management firms, ranging from large multi-billion AuM global companies, to smaller boutique operations focusing on specific jurisdictions and/or segments. Powerful multi-custody, multi-currency consolidation and reporting lie at the heart of the offering, complemented by modular enhancements to cover regulatory requirements, client management, discretionary and advisory services, client access, and much more. 

For larger IAMs, the PM1 Cloud offering empowers complete control over configuration and data manipulation. For smaller IAMs, the award-winning AM-One platform provides a multi-tenant cloud with pre-configured capabilities for ease of use, rapid uptake, and manageable cost. All our IAM solutions offer our best-in-class client management & reporting, portfolio and asset management and regulatory coverage as standard.

AM-One

AM-One is an Expersoft hosted offering for smaller and mid-size IAMs with a unique balance of capability, service, and value. The multi-tenant platform combines the award-winning PM1 solution with a complete service package offered by our specialised partners and marketplace network. 

Check out the am-one website for details. For IAMs in Germany, go to am-one-vv.de.

PM1 On-Premise

PM1 On-Prem supports the deployment and integration of PM1 on bank premises,  where installation and operational management will be controlled by the bank. Full consultancy and, if required, outsourced systems administration, is available from Expersoft. 

> Contact us for more information

PM1 Cloud

PM1 Cloud is the outsourced secure hosting and operational services offering from Expersoft.  PM1 is installed and managed in either fully independent professional hosting facilities in Switzerland, or in the Oracle Cloud located in several global locations. All system and software updates are fully administered by Expersoft. 

This is PM1 for customers wishing to focus on their business rather than managing IT.

> Contact us for more information

SELECT ONE

PM1 OnPrem

PM1 Cloud

AM

One

PROWEALTH1

 
 

ProWealth1

ProWealth1 is a Credit Suisse offering for IAMs consisting of the PM1 software plus selected third-party services, hosted and operated by Expersoft. The solution is intended for firms with significant assets in custody with Credit Suisse, who in turn offers sponsored access to the platform. Designed for professional asset management companies serving sophisticated HNWI and UHNWI clients.

> Contact us for more information

Solutions for

Family Offices

PM1 family office solutions offer visual and interactive insights into key investment data to comprehensively support users with financial analysis, portfolio modelling, asset selection, risk management, plan implementation, performance attribution, and the on-going monitoring of investments. Key features required by family offices include private equity management and reporting, and treatment of non-bankable assets from real estate to vehicles and collectable art. Powerful on-screen charts allow the user to explore and manage complex family structures, including trusts.

From full client regulatory handling, through multi-custody consolidated reporting, to a clean user experience, PM1 is simply the perfect software complement to the business delivery of the modern family office.

AM-One

AM-One is an Expersoft hosted offering for smaller and mid-size IAMs with a unique balance of capability, service, and value. The multi-tenant platform combines the award-winning PM1 solution with a complete service package offered by our specialised partners and marketplace network. 

Check out the am-one website for details. For IAMs in Germany, go to am-one-vv.de.

PM1 On-Premise

PM1 On-Prem supports the deployment and integration of PM1 on bank premises,  where installation and operational management will be controlled by the bank. Full consultancy and, if required, outsourced systems administration, is available from Expersoft. 

> Contact us for more information

SELECT ONE

PM1 OnPrem

PM1 Cloud

AM

One

PROWEALTH1

PM1 Cloud

PM1 Cloud is the outsourced secure hosting and operational services offering from Expersoft.  PM1 is installed and managed in either fully independent professional hosting facilities in Switzerland, or in the Oracle Cloud located in several global locations. All system and software updates are fully administered by Expersoft. 

This is PM1 for customers wishing to focus on their business rather than managing IT.

> Contact us for more information

Integration

Expersoft Services

Tailored services for projects that deliver

Implementation

Migration

Backoffice

Hosting

Support

Custom Reports

Consulting

Development

 

Solutions for

Institutional Investing

PM1 is well suited for use by large institutional investment firms, such as insurance companies and pension fund managers, requiring detailed holdings analysis, performance and reporting capabilities.

Comprehensive risk analysis and key figures are complemented by fund look-through and contribution-attribution breakdowns with specialised reporting solutions.

SELECT ONE

PM1 OnPrem

PM1 Cloud

PM1 Cloud

PM1 Cloud is the outsourced secure hosting and operational services offering from Expersoft.  PM1 is installed and managed in either fully independent professional hosting facilities in Switzerland, or in the Oracle Cloud located in several global locations. All system and software updates are fully administered by Expersoft. 

This is PM1 for customers wishing to focus on their business rather than managing IT.

> Contact us for more information
 

Finstar

The Finstar Open Platform is a professional, regulatory-compliant solution for banks, which combines the Finstar kernel with the PM1 solution from Expersoft. The result is a single, unified, out-of-the-box banking platform ready to help transform a bank into a modern, digital enterprise.

> Check out the Finstar website for details

PM1 On-Premise

PM1 On-Prem supports the deployment and integration of PM1 on bank premises,  where installation and operational management will be controlled by the bank. Full consultancy and, if required, outsourced systems administration, is available from Expersoft. 

> Contact us for more information

 

LM1 is a flexible Loan Management system for commercial banking which automates and controls the end-to-end loan management process. Configurable to meet a bank's needs, the solution is based on state-of-the-art intelligent workflow technology supporting auto-completion of forms, role-based task assignment, work tracking, and complete auditable control of information flows. Integrations are prepared for core-banking systems, client and document management systems and loan origination systems.

LM1 eliminates redundant efforts and information loss, plus reduces paper waste. By eliminating manual work endemic to legacy systems, PM1 provides a consolidated process between all related systems with information quickly accessible from a single dashboard. 

LM1

LM1 is the ultimate digital loan management  system for optimising the "application-to-close" process by fluidly harmonising the work of all operational staff including loan officers, underwriters, and post-closers. Implementations are available for on-premise installation and hosting in private/public cloud infrastructure.

Check out the LM1 website for details.

Solutions for

Commercial Banking

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