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.


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PM1e Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll / Commission
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

PM1e Reviews

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