expersoft systems ag

Expersoft Systems AG offers Portfolio & Wealth Management platform solutions and services for private and retail banks, family offices, asset managers, brokers and other financial service providers. Since the first business year 1993, Expersoft operates worldwide. The company's headquarters is in Cham with numerous local offices represented abroad as in Luxembourg, Stuttgart, London, Dubai, Singapore, Hong Kong and Sao Paulo.

Hinterbergstrasse 20
6312 Steinhausen

Tel +41 41-748-1010

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Products & Services

PM1 Product & Cloud Service show product detailhide product detail

by request
PM1 is a leading Portfolio & Wealth Management software for retail and private banks, independent wealth managers, family offices, and asset managers. It offers a wide range of versatile modules to manage customer relationships and plan, execute, and analyze investments within an easy to use, browser-based interface.