What is PMplus?

SuisseTechPartners has established itself as a frontrunner in the realm of cloud-native Portfolio Management Systems, crafted by seasoned professionals with extensive experience in the industry. Their flagship product, PMplus, serves as a comprehensive solution for wealth and asset management, encompassing a full spectrum of capabilities.

Our extensive product lineup features:

- Portfolio Management System
- Accounting with Multi-jurisdictional NAV
- Investment Book of Record
- Partnership Accounting
- OMS Order Management
- IRM and Regulatory Compliance
- Management Fees and Billing
- Cash Management
- Integration across Multiple Asset Classes
- Data Management Platform
- Reconciliation Services
- Client Reporting and Web Portal
- Customer Onboarding with KYC
- GIPS Performance and VAR Modeling

Through this diverse array of offerings, we aim to address the evolving needs of our clients and ensure optimal performance in their investment strategies.

Integrations

No integrations listed.

Screenshots and Video

Company Facts

Company Name:
SuisseTechPartners
Date Founded:
2012
Company Location:
Switzerland
Company Website:
www.suissetechpartners.com
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Video Library
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

PMplus Categories and Features

Stock Portfolio Management Software

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Investment Management Software

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

Financial Management Software

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management