Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Our platform, Pulse®, for managing consent and permissions, leverages the powerful capabilities of blockchain and machine learning to give companies an instantaneous and comprehensive overview of all customer data, while also eliminating costly friction points associated with data sharing. We strive to make the process of consent and permissions management straightforward, transparent, and equitable for everyone involved. Trust is the cornerstone that enhances the value of the open data economy for both businesses and consumers. It embodies the assurance that a company will prioritize your data and privacy. It means that when you share your information, it leads to enhanced, tailor-made products and experiences. Furthermore, managing consent should be a seamless, transparent, secure process that offers a consistent experience across various businesses, fostering a sense of reliability and ease for users. This holistic approach ultimately empowers customers and builds stronger relationships between businesses and their clientele.
API Access
Has API
API Access
Has API
Integrations
Apiax
Pricing Details
$30000 one-time payment
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Expersoft Systems
Founded
1992
Country
Switzerland
Website
www.expersoft.com/solutions
Vendor Details
Company Name
Smarter Contracts
Founded
2018
Country
United Kingdom
Website
smartercontracts.co.uk
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management