About PM1
PM1 by Expersoft is a comprehensive wealth and asset management platform designed to streamline complex financial operations for institutions such as banks, family offices, and asset managers
PM1 Details
Vendor
Expersoft Systems AG
Year Launched
Location
Hinterbergstrasse 20, 6312 Steinhausen, Switzerland
Deployment
cloud, web browser
Training Options
demo
Countries Served
All Countries
Languages
English
Users
Project manager, Financial analyst, Investment banker, Portfolio manager, Asset manager, Risk analyst, Wealth Advisors, Compliance Officers
Industries Served
Investment Management, Single Family Offices, Insurance, Asset Management
Tags
Investment Management, Deltek, PM1e, Wealth Management, Portfolio Management, Investment Software, Financial Technology, Trading Systems, Compliance Management
PM1's In-App Market Place
Does PM1 have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), CNY (¥), JPY (¥)
Pros & Cons
- Offers unified platform reducing reliance on multiple disconnected financial tools
- Supports over 250 bank interfaces for seamless portfolio data aggregation
- Strong compliance coverage across major global financial regulations
- Highly scalable system suitable for both small and large institutions
- Secure infrastructure with ISO certifications ensures data protection reliability
- Complex system may require significant onboarding and staff training time
- No visible mobile app details despite mention of mobile trading capability
- Interface and usability details are not clearly demonstrated publicly
- Customization may require technical expertise or vendor assistance
- Potential dependency on vendor for advanced configuration and updates
PM1's Support Options
Email Address
sales@expersoft.comContact
+41 41 748 10 10