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Expersoft Systems AG

Summary

About the company

The core activity of Expersoft Systems AG is the development and provision of software solutions for wealth management, particularly for private banking, asset management, family offices and institutional investors. The software includes functions such as portfolio management, customer relationship management, investment advice, order management, analysis and reporting. The company offers an integrated platform that enables the transformation and digitization of all front and mid-office operations.

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Products & services

Industry:Software Development

✓ Offered10

Investment Management Platform (PM1)

Modular investment management platform for banks, wealth managers, family offices and institutional asset managers; covers portfolio management, order management, CRM, reporting, compliance and trading.

Investment Management Software for Banks

Bank-ready end-to-end software for discretionary and advisory mandates; connects portfolio administration, compliance, reporting, client access, order management and mass rebalancing.

Investment Management Software for Independent Wealth & Asset Managers

Software for independent wealth managers with automated workflows, regulatory compliance, digital client portals, reports and analytics functions for portfolio and relationship management.

Investment Management Software for Single Family Offices

Software for single family offices for managing complex private assets, trust structures and governance processes; with portfolio overview, risk analysis and multilingual reporting.

Cloud Software (PM1 Cloud)

SaaS platform with dedicated, secure tenants; offers configurable workflows, integrations, automation, reporting, data management and APIs for growing complex businesses.

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Expersoft Systems AG

About the company

Products & services

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Expersoft Systems AG

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