--- title: "PM1e Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about PM1e Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/112928/PM1e/" page_type: "product" language: "en" --- # PM1e Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 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 Free version not included 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://www.g2.com/products/pm1e/claim_requests/new?auto=true) ## 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. [### Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting Price CHF30000 Per User, One Time Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.6 (278) Value For Money 0.0 (0) Value For Money 3.8 (266) Customer Service 0.0 (0) Customer Service 4.1 (273) ## PM1e alternatives [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.6 (38)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Direct Advisory Suite](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) [4.2 (22)](https://www.capterra.com/p/276296/Direct-Advisory-Suite/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 77% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) [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 Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) Highest Rated [Avestor](https://www.capterra.com/p/10024787/Avestor/) [5.0 (9)](https://www.capterra.com/p/10024787/Avestor/reviews/) Starting price $600.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10024787/Avestor/) ## Features AI summary Based on 877 Investment Management reviews Not all Investment Management software covers every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) PM1e supports **Performance Metrics**, helping firms monitor results and track progress against investment goals. However, it does not include **Reporting/Analytics** or **Investments Tracking**. Instead, it offers **Portfolio Management** (**40%**) and **Benchmarking** (**38%**), which give teams other ways to oversee holdings and compare performance against relevant standards, helping businesses make more informed portfolio decisions and keep investment strategies on track. 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 ### All Features - 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 - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Risk Management: 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 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.