Who Uses This Software?

Cloud-based wealth management platform which enables businesses of all sizes optimize, analyze, plan, execute and evaluate investments with portfolio and compliance management.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    $30,000.00/one-time
  • Deployment
    Cloud, SaaS, Web
  • Support
    Business Hours

Vendor Details

  • Expersoft Systems
  • www.expersoft.com/
  • Founded 1992
  • Switzerland

About PM1e

Modular software platform for providers of wealth management services for high net-worth individuals (HNWI) and institutional clients.


PM1e Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

PM1e Reviews


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