Expersoft Systems provides a « one stop shop » software solution which revolutionizes the daily business in the financial industry using the latest technology.
Expersoft Systems is a privately owned, Swiss based company providing the modular based software solution PM1 globally to a vast range of financial institutions such as banks, family offices, asset managers and insurances. Over 600 clients worldwide manage more than 1.2 trillion USD using PM1. Our software suite covers the whole process chain from client on-boarding to multi-language consolidated reporting of bankable and non-bankable assets across various custodians. The portfolio management software can be easily extended with modules for order management and routing, benchmarking & performance measurement, model portfolios & rebalancing, risk management (incl. suitability and appropriateness checks), securities accounting, management fee calculator, electronic custodian bank data feed, e-banking solution and a mobile banking IPAD App for advisors and end-clients. Beside offering individual working environments, Expersoft Systems acts as a vendor and solution provider of several white labeled multi-tenant platforms for banks and wealth managment organisations. In combination with an embedded intelligent business process management layer PM1 offers the option to tailor and implement individual workflows according to the size and comlexity of our client's organisations. Summarized in one sentence you can say our software helps financial institutions to optimize, automatize and speed up processes, free up time for advisors and clients, reduce cost and generate new business.