Expersoft - PM1e Expersoft - PM1e

An intuitive tool - on an open and flexible architecture - to take charge of investments.

Expersoft PM1e Online Investment Platforms rely on an open and flexible architecture to support evolving cooperation models and provide users with an intuitive tool to take charge of their investments. Powerful white labeling and customization options allow you to differentiate screens, reports, products, rates, etc. based on distribution channel and user, thus providing turnkey solutions that will increase your market coverage.

PM1e delivers the following tools and functions: Know Your Client (KYC) and Customer Relationship Management (CRM), Reporting and Analytics, Investment proposal, Benchmarking, Risk management, scenarios and simulations and Core portfolio management capabilities.


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References References

Urs-Peter Oehen

Jean Gueret

Philipp Bisang