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What is PM1e?

PM1 is utilized by numerous top private wealth management institutions around the globe to manage assets internationally, leveraging a variety of booking centers. Its main strengths are derived from PM1 offering the most comprehensive features within the front-/mid-office software category, enabling complete life-cycle management for the private banking industry. This includes everything from thorough client regulatory compliance to unified reporting across different booking centers, all while ensuring an outstanding user experience. PM1 distinguishes itself as the only software solution that meets the demands of modern banks looking for a combination of digital sophistication and tailored service. In addition, understanding that no software functions in isolation, PM1 features exceptional interfacing capabilities that facilitate seamless integration with key banking systems, order execution platforms, and a diverse array of widely-used applications. Moreover, the hosting solutions are versatile, providing options such as on-premise installations, the PM1 Cloud, and partnerships with the Finstar Open Banking platform to enhance both accessibility and performance. Ultimately, PM1 not only addresses but surpasses the complex requirements of today's financial environment, making it a vital tool for any institution aiming to thrive in the competitive market. Its adaptability and comprehensive nature position PM1 as a leader in financial software solutions, ensuring that clients can navigate the intricacies of wealth management with confidence.

What is BankConnector?

Create a seamless link with any financial institution through a single integration process. The traditional method of connecting with banks can be cumbersome, costly, and inconsistent across various institutions, but BankConnector resolves these challenges effectively. By merely submitting a simple payment request, we transform it into the required ISO 20022 file that each bank asks for, while ensuring adherence to that bank's specific compliance standards prior to submission. You will receive bank statements and updates on payment statuses in a consistent format, eliminating the hassle of interpreting disparate formats from different banks. Our platform accommodates host-to-host connections through SFTP, web services, or EBICS, complete with secure certificate management and integrated processes for payment approvals. We provide everything necessary for smooth money transfers directly from your systems to your bank, without the complications of custom development. Instead of investing your time in creating intricate bank integrations, you can quickly begin leveraging them for your financial transactions. Take advantage of the simplicity and efficiency our solution offers to enhance your banking operations today, making it easier than ever to manage your financial interactions effectively.

Media

Media

No images available

Integrations Supported

Apiax

Integrations Supported

Apiax

API Availability

Has API

API Availability

Has API

Pricing Information

$30000 one-time payment
Free Version
Free Trial Offered?

Pricing Information

€100
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Expersoft Systems

Date Founded

1992

Company Location

Switzerland

Company Website

www.expersoft.com/solutions

Company Facts

Organization Name

BankConnector ApS

Date Founded

2026

Company Location

Denmark

Company Website

bankconnector.com

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

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