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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 FINFOX Pro?

Boost customer engagement by regularly hosting interactive events and consultations, always champion your customer connections, and strive for a significant increase in revenue per customer through a strategic and effective approach. Finfox is the intelligent software solution specifically designed for financial institutions, consultants, and their customers. By leveraging sophisticated business logic, a centralized database, and extensive omnichannel capabilities, Finfox enhances the wealth management experience, making it smooth and high-quality across every platform. Both consultants and clients enjoy synchronized access to the same information during all interactions, thanks to unified business logic and complete omnichannel connectivity. Our corporate blog showcases expert insights on current challenges and developments in the digital transformation of the banking industry. Subscribe to receive timely updates on new products and invaluable information straight to your inbox. Furthermore, we are dedicated to building a community that encourages knowledge sharing and collaboration, thereby strengthening relationships among all parties involved, which ultimately leads to a more informed and engaged network.

Media

Media

Integrations Supported

Apiax

Integrations Supported

Apiax

API Availability

API Availability

Pricing Information

$30000 one-time payment

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

Expersoft Systems

Date Founded

1992

Company Location

Switzerland

Company Website

www.expersoft.com/solutions

Company Facts

Organization Name

ECOFIN

Company Location

Switzerland

Company Website

www.finfox.ch/

Categories and Features

Investment Management

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

Open Banking

Not specified

Open Finance

Not specified

Categories and Features

Investment Management

Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Portfolio Management

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