# PM1e Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about PM1e Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/112928/PM1e --- # PM1e Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support) PM1e ## What is PM1e? PM1 from Expersoft is a financial software provider offering wealth and asset management solutions. This product suite offers an integrated platform for front- and mid-office operations including portfolio management, client relationship management, investment advisory, order management, analytics, reporting, and client engagement. ## What is PM1e used for? [Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price CHF30000 Per User, One Time Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for PM1e?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.expersoft.com/&name=PM1e) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### PM1e 0.0 VS. [4.9 (18)](https://www.capterra.com/p/179626/Investor-Portal/reviews/) Starting Price CHF30000 Per User, One Time Starting Price $3000 Per Feature, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.7 (251) Value For Money 0.0 (0) Value For Money 4.8 (241) Customer Service 0.0 (0) Customer Service 4.9 (247) ## PM1e alternatives [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.7 (37)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month [Learn More](https://www.capterra.com/p/230513/Human-Interest/) [WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/) [4.7 (97)](https://www.capterra.com/p/10011153/WOWS/reviews/) Starting price Contact vendor for pricing [Learn More](https://www.capterra.com/p/10011153/WOWS/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. API Application programming interface that allows for integration with other systems/databases Benchmarking Compare key metrics for the business against prominent players in the industry Client Management Manage contact details and communication with clients Client Portal Private online space that lets businesses securely share documents and provide information access to clients Commodity Futures Track and trade contracts to transact in tangible goods at a certain price in the future PM1e 11 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Application programming interface that allows for integration with other systems/databases Compare key metrics for the business against prominent players in the industry Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Track and trade contracts to transact in tangible goods at a certain price in the future Track and report regulatory data to either internal management or external stakeholders Manage and track customer orders for goods, investments, or any other purchases A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties ## Pricing Basic CHF30,000 Per User,One Time ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. 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