PM1e Overview

PM1e is a comprehensive investment management software tailored for financial institutions and investment firms. The platform provides a suite of tools for portfolio management, risk assessment, and compliance reporting. With its intuitive interface, PM1e enables investment professionals to monitor asset performance, manage investment strategies, and analyze market trends effectively. The software supports automated reporting and analytics, allowing users to generate insights into portfolio performance and risk exposure. PM1e also offers features for trade execution and order management, ensuring seamless transaction processing. Additionally, the software complies with industry regulations, providing peace of mind to firms navigating complex compliance landscapes. By adopting PM1e, organizations can enhance their investment management processes, improve operational efficiency, and drive better investment outcomes for clients.

Read More

Contact Details

  • Vendor Name Expersoft Systems
  • Founded 1992
  • Location Switzerland

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Banking, Insurance, Investment Management

You May Also Like

AdvisorEngine CRM

AdvisorEngine CRM

$65 Per month

AppFolio Investment Manager

AppFolio Investment Manager

$650 Per month

Backstop

Backstop

Contact Vendor

Betterment

Betterment

Contact Vendor

PM1e Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

PM1e Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • CHF (Fr.) CHF (Fr.)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • One-Time Payment One-Time Payment

Plans & Packages

Basic

$30000 Per User

PM1e FAQs

PM1e is a comprehensive investment management software tailored for financial institutions and investment firms. The platform provides a suite of tools for portfolio management, risk assessment, and compliance reporting. With its intuitive interface, PM1e enables investment professionals to monitor asset performance, manage investment strategies, and analyze market trends effectively. The software supports automated reporting and analytics, allowing users to generate insights into portfolio performance and risk exposure. PM1e also offers features for trade execution and order management, ensuring seamless transaction processing. Additionally, the software complies with industry regulations, providing peace of mind to firms navigating complex compliance landscapes. By adopting PM1e, organizations can enhance their investment management processes, improve operational efficiency, and drive better investment outcomes for clients.

  • No, PM1e does not offer a free version.

  • Yes, PM1e offers a free trial.

  • No, Credit Card details are not required for the PM1e trial.

  • PM1e offers the following pricing plans & packages:

    Basic

    $30000 Per User

  • PM1e supports the following payment frequencies:

    • One-Time Payment

  • No, PM1e does not offer an API.

  • PM1e supports the following languages:
    • English

  • Following are the typical users of the PM1e:
    • Self-Employed , Small-Business , Midsize-Business

  • PM1e supports the following deployment:
    • Cloud Hosted

  • PM1e supports the following devices and operating systems:
    • Web-Based