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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 LoyalTfacts?

We deliver essential technologies and services, leveraging our extensive expertise in designing, implementing, and managing large-scale loyalty programs, which encompass merchant-funded initiatives on a global scale. Our offerings are structured in a modular format, allowing them to be customized to fit your unique business objectives and financial limitations. By adopting a collaborative strategy, we can either provide comprehensive outsourced solutions for those wishing to delegate all aspects of their loyalty programs to us or support businesses that prefer to utilize our advanced technology, concepts, or expertise while maintaining control over their internal resources—ultimately, the choice is yours, and we are ready to adapt to your needs. Our SaaS platform is designed to be both modular and scalable, delivering a thorough end-to-end solution for merchant-funded programs that does not necessitate any IT projects for implementation, thus allowing it to operate as a standalone system. Furthermore, our platform integrates seamlessly with your current systems and upholds the highest standards of security, being certified PCI DSS level 1 and compliant with GDPR's "store on soil" regulations. Additionally, our system offers real-time connections with major payment networks such as Visa, American Express, and Mastercard and is certified for open banking, ensuring a frictionless experience for your customers. This level of flexibility empowers businesses to determine the best way to engage with our services while reaping the benefits of state-of-the-art technology and comprehensive support, enhancing customer satisfaction and loyalty. Ultimately, we are committed to providing solutions that not only meet but exceed your expectations.

Media

Media

Integrations Supported

Apiax

Integrations Supported

Apiax

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

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

Loyal Solutions

Date Founded

2011

Company Location

Denmark

Company Website

www.loyalsolutions.eu/technology

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

Customer Loyalty

CRM
Corporate Memberships
Customer Activity Tracking
Discount Management
Gift Card System
Loyalty Card System
Member Portal
Membership Management
No-Card Loyalty System
Referral Tracking
Rewards Management

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