Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Codat helps their clients build deeper connections with business customers.
We offer products that make it easy to access, synchronize and interpret data from customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans.
The depth of specialization and expertise that runs through our products and service enables our clients to more effectively grow share of wallet, reduce churn and scale operations.
Description
PM1 is employed by numerous leading private wealth management banks worldwide to oversee assets on an international level, utilizing various booking centers. Its fundamental advantages stem from PM1's provision of the most extensive features available in the front-/mid-office software category, which facilitates complete life-cycle management within the private banking sector. This encompasses everything from comprehensive client regulatory compliance to consolidated reporting across multiple booking centers, all while delivering an exceptional user experience. PM1 stands out as the sole software solution capable of fulfilling the expectations of contemporary banks that seek a blend of digital excellence and personalized service. Additionally, recognizing that no software operates in a vacuum, PM1 boasts top-tier interfacing capabilities that allow seamless integration with essential banking systems, order execution platforms, and a wide range of commonly employed applications. Furthermore, hosting solutions are flexible, offering options that include on-premise installations, the PM1 Cloud, and collaboration with the Finstar Open Banking platform for enhanced accessibility and performance. Ultimately, PM1 not only meets but exceeds the multifaceted needs of the modern financial landscape.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Amazon Seller Central
Yes
Axis LMS
Yes
Basiq
Yes
Blotout
Yes
Clear Books
Yes
Exact Online
Yes
FreeAgent
Yes
FullCircl
Yes
MYOB
Yes
MYOB AccountRight
Yes
Integrations
Amazon Seller Central
No
Axis LMS
No
Basiq
No
Blotout
No
Clear Books
No
Exact Online
No
FreeAgent
No
FullCircl
No
MYOB
No
MYOB AccountRight
No
Pricing Details
Free Trial
Try and test Codat for free. Speak to our team to upgrade your free account to launch your product.
Free Trial
Yes
Free Version
No
Pricing Details
$30000 one-time payment
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Codat
Founded
2017
Country
United Kindom
Website
www.codat.io/
Vendor Details
Company Name
Expersoft Systems
Founded
1992
Country
Switzerland
Website
www.expersoft.com/solutions
Product Features
Product Features
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
Yes
Commodities
Yes
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
No
Risk Management
Yes