Plaid Reviews & Ratings

Plaid

4.4 out of 5 stars

Ratings and Reviews 5 Ratings

Total 4.5 out of 5 stars
ease 4.5 out of 5 stars
features 4 out of 5 stars
design 3.5 out of 5 stars
support 3.5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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What is Plaid?

Plaid operates as a global data network that supports various tools that help countless individuals achieve better financial well-being. Our goal is to create a financial ecosystem that is inclusive, competitive, and advantageous for all by streamlining payment processes and transforming the lending landscape. Collaborating with over12,000 businesses, including popular fintech platforms like Venmo and SoFi, as well as numerous Fortune 500 firms, Plaid empowers users to have greater autonomy and flexibility in managing their finances. Based in San Francisco, the company's network encompasses more than 12,000 institutions across the United States, Canada, the United Kingdom, and Europe, ensuring a wide reach and impact in the financial sector. Additionally, Plaid is dedicated to fostering innovation that enhances user experiences in financial transactions.

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.

Media

Media

Integrations Supported

Accounting Seed
Adaptive
Airwallex
Beaver
Centrex Software
Cloudsquare Broker
Cratoflow
Digits
Feathery
Gravity Software
Highnote
MCPTotal
Neontra
RocketFuel
Seam AI
Sila
Switchbooks
Traction
VGS Platform
Wall Street Data Solutions

API Availability

Has API

API Availability

Pricing Information

Free
Test for free
Free Version

Pricing Information

$30000 one-time payment

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Plaid

Date Founded

2013

Company Location

United States

Company Website

plaid.com

Company Facts

Organization Name

Expersoft Systems

Date Founded

1992

Company Location

Switzerland

Company Website

www.expersoft.com/solutions

Categories and Features

Authentication

Not specified

Bank Verification

Not specified

Banking

Credit Card Management
Investment Banking
Multi-Branch
Online Banking
Risk Management
Transaction Monitoring

Crypto APIs

Not specified

eCommerce Integration

Not specified

Embedded Finance

Not specified

Financial Data APIs

Not specified

Financial Reporting

Not specified

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Risk Management

Fraud Detection

Not specified

Identity Verification

Not specified

Income Verification

Not specified

Loan Servicing

Not specified

Mobile Banking

Not specified

Online Banking

Cash Management
Fraud Detection
Loan Management
Retail Banking
Single Sign On
Transaction Monitoring

Open Banking

Not specified

Open Finance

Not specified

Unified APIs

Not specified

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

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