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
Yodlee is the trusted data aggregation and intelligence platform powering the future of open finance. For more than two decades, Yodlee has helped financial institutions, fintech innovators, and enterprises convert data into meaningful action. Its ecosystem connects over 19,000 financial institutions, powering 601 million consumer accounts with secure, direct connections and enterprise-grade scalability. Through its suite of products—ranging from Personal Financial Management (PFM) to Wealth Management, Credit Solutions, Payment Enablement, and Business Financial Management—Yodlee enables institutions to deliver personalized, data-driven customer journeys. Its AI and analytics capabilities transform complex data sets into actionable insights that support smarter lending, risk assessment, and financial guidance. Trusted by top U.S. banks, wealth firms, and technology providers, Yodlee remains the backbone of digital transformation in financial services. With a strong focus on security, privacy, and compliance, it ensures that innovation never comes at the cost of trust. By turning fragmented financial data into clear, strategic intelligence, Yodlee enables organizations to anticipate customer needs and stay ahead in a rapidly evolving market.
API Access
Has API
API Access
Has API
Integrations
Akoya
Apiax
Boss Insights
Co-Pilot
Fintech Sandbox
FutureVault
Infinant Interlace Platform
InsuredHQ
Meld
MoneyGuide
Integrations
Akoya
Apiax
Boss Insights
Co-Pilot
Fintech Sandbox
FutureVault
Infinant Interlace Platform
InsuredHQ
Meld
MoneyGuide
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
Yodlee
Founded
1999
Country
United States
Website
www.yodlee.com
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
Product Features
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management