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Description
SuisseTechPartners, a market-leading cloud-native Portfolio Management System, was developed by industry experts with decades-long market experience. PMplus is a front-to-back wealth and asset management system.
We offer a wide variety of products, including:
Portofolio management System
Accounting and Multi-jurisdictional NAV
Investment Book of Record
Partnership Accounting
OMS Order Management
IRM and Regulatory Compliance
Management Fees and Billing
Cash Management
Multi-asset class Integration
Data Management Platform
Reconciliation Services
Client Reporting and Web Portal
Customer Onboarding and KYC
GIPS Performance and VAR Modeling
Description
Our knowledgeable team will take the time to comprehend your challenges and direct you toward the right solution. Should an existing solution be unavailable, we will create a tailored option just for you. If you prefer not to interact with the PortfolioNetTM interface personally, we can take charge of generating the necessary personalized reports on your behalf. You will receive the insights you seek, delivered at your preferred intervals. Moreover, recognizing that asset management is always evolving, our team is available to modify the reports or perform focused analyses as needed. This flexibility ensures you remain well-informed and can adapt to changing circumstances effectively.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
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
SuisseTechPartners
Founded
2012
Country
Switzerland
Website
www.suissetechpartners.com
Vendor Details
Company Name
Galeo
Country
Switzerland
Website
www.galeo.ch/
Product Features
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
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
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
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