Digital Online Banking

The PM1 Digital Online Banking solution is a client-facing browser application for online banking. The solution offers asset browsing, ordering, content publication, e-documents, and secure messaging features. Direct interfaces with PM1 ensure data and order consistency, and security is assured to the highest professional grade. Rich configuration options allow fine control over asset, account, and order visibility, approval chains for payments, and much more. Also, the HTML5 browser interface can be configured and customized to meet corporate design requirements.

Online banking helps to strengthen the relationship between advisor and client, leading to an improved client experience, easier delivery of professional services, and the potential to open up new opportunities.

Key Features

  • Asset viewing at client, mandate, and portfolio levels
  • Transactions history
  • Cash accounts
  • Payments, single and standing orders
  • Order placement and tracking for securities, FX, and money markets
  • Research and other content publication and access
  • E-Document access
  • Secure messaging between client and bank
Short overview: 

Get closer to your clients and deliver exceptional services with the PM1 Digital Online Banking solution.