Best For

For External Asset Managers, Family Offices, Asset Managers, Funds Managers, Private Banking, Wealth Managers, Insurance Companies, Pension Funds and Investment Banks.

Product Details

Portfolio management system that includes CRM, order management, risk management, tax reporting, FINSA, FINIA, and FATCA capabilities.

Contact Details

SuisseTechPartners

https://www.pm-plus.com

Located in Switzerland

No Media

Starting Price

  • Not provided by vendor

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