PMplus 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

Integrations

No Integrations at this time

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Company Details

Company:
SuisseTechPartners
Year Founded:
2012
Headquarters:
Switzerland
Website:
www.suissetechpartners.com
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Videos
Customer Support
Online

PMplus Features and Options

Financial Management Software

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Investment Management Software

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 Software

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