PMplus logo

PMplus

by SuisseTechPartners
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ActiveAvailable globallyCloud
Quick facts
VendorSuisseTechPartners
Year launchedN/A
StatusActive
LocationSwitzerland
Countries servedGlobal
Languages3
IntegrationsN/A
Free tierNO
Free trialNO
Contact salesYES

About PMplus

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.

Pros & Cons

Pros
  • Modern cloud-native architecture enables scalable deployment across global markets
  • Supports multi-asset portfolios allowing firms to diversify investment strategies easily
  • AI-powered automation improves efficiency in reconciliation and data processing tasks
  • Single global instance reduces infrastructure complexity and operational overhead costs
  • Strong regulatory and ESG compliance tools support highly regulated environments
Cons
  • Learning curve may be steep due to wide range of advanced financial functionalities
  • No clear mention of offline capabilities limits usability in low connectivity regions
  • Customization complexity may require technical expertise during initial setup phase
  • Limited marketing materials make competitive benchmarking more difficult
  • Unclear update frequency may impact long-term system improvement visibility

Features

Key features

Multi-asset Integration

Supports diverse asset classes within one system

Order Management OMS

Handles trade execution and order lifecycle processes

Cash Management

Tracks and manages cash flows with customizable criteria

Regulatory Compliance Monitoring

Ensures adherence to financial regulations globally

Client Reporting

Generates detailed performance and portfolio reports for clients

Portfolio Management System

Centralized platform to manage multi-asset portfolios efficiently

Artificial Intelligence

Uses AI for document parsing, monitoring, and reconciliation automation

Additional features

Regulatory Compliance Monitoring

Ensures compliance with financial regulations

Back up NAV Calculation Service

Provides redundancy for NAV computations

Client Reporting and Web-portal

Offers client-facing dashboards and reports

Artificial Intelligence

Automates complex financial processes using machine learning tools

Accounting and Multi-jurisdictional NAV

Supports NAV calculations across jurisdictions

Customer Onboarding and KYC

Streamlines onboarding with compliance checks

Data Management Platform

Centralizes and organizes financial data

Middle-office Technology

Supports trade processing and operational workflows

Management Fees and Billing

Automates fee calculation and invoicing

Cash Management and Monitoring

Tracks liquidity and applies custom monitoring rules

Partnership Accounting PE

Supports private equity accounting structures

Environmental Governance ESG Regulation

Tracks ESG compliance requirements

Order Management OMS

Manages order lifecycle from creation to execution

Multi-asset Class Integration

Handles equities, alternatives, and digital assets

Performance Reporting and Analytics

Delivers insights into portfolio performance

Portfolio Management System

Core system for managing investments

Reconciliation Services

Matches financial records for accuracy

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

Global
Countries served
3
Interface languages
3
Billing currencies

Interface languages

EnglishFrenchGerman

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP

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