PMplus® by SuisseTechPartners is a comprehensive front-to-back investment management platform designed for wealth managers, asset managers, and financial institutions.
PMplus® by SuisseTechPartners is a comprehensive front-to-back investment management platform designed for wealth managers, asset managers, and financial institutions. Built as a cloud-native and Unicode-based solution, it offers a modern architecture that enables global deployment through a single-instance model. This significantly reduces operational complexity while supporting multi-jurisdictional financial operations. The software stands out for its integration of AI and machine learning, particularly in areas like document parsing, cash flow monitoring, and reconciliation. These capabilities enhance automation and accuracy across middle- and back-office processes. PMplus also supports a wide range of asset classes, making it suitable for diverse financial institutions including private equity firms and sovereign wealth funds. Its implementation model emphasizes remote deployment, enabling faster onboarding and scalability. Additionally, strong compliance features, including ESG monitoring and regulatory reporting, position it well for firms operating in highly regulated environments. However, the lack of transparent pricing and limited publicly available support resources may require direct vendor engagement. Overall, PMplus is a robust and scalable solution tailored for complex wealth and asset management operations.
Supports diverse asset classes within one system
Handles trade execution and order lifecycle processes
Tracks and manages cash flows with customizable criteria
Ensures adherence to financial regulations globally
Generates detailed performance and portfolio reports for clients
Centralized platform to manage multi-asset portfolios efficiently
Uses AI for document parsing, monitoring, and reconciliation automation
Ensures compliance with financial regulations
Provides redundancy for NAV computations
Offers client-facing dashboards and reports
Automates complex financial processes using machine learning tools
Supports NAV calculations across jurisdictions
Streamlines onboarding with compliance checks
Centralizes and organizes financial data
Supports trade processing and operational workflows
Automates fee calculation and invoicing
Tracks liquidity and applies custom monitoring rules
Supports private equity accounting structures
Tracks ESG compliance requirements
Manages order lifecycle from creation to execution
Handles equities, alternatives, and digital assets
Delivers insights into portfolio performance
Core system for managing investments
Matches financial records for accuracy
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PMplus® by SuisseTechPartners is a comprehensive front-to-back investment management platform designed for wealth managers, asset managers, and financial institutions.
Does PMplus have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
USD($), EUR(€), GBP(£)
SecondSTAX is a financial software platform from SecondSTAX that provides investment portfolio analysis. It includes…
Grow For Me is a productivity platform from Grow For Me that supports agricultural decision-making.…
Tynka Global is an investment platform from Tynka Global that helps users find businesses to…