Expersoft
Expersoft Systems is a leading provider of comprehensive financial software solutions designed specifically for the global wealth and asset management sector. With a focus on transforming wealth management operations, Expersoft offers the PM1 product family, an integrated, modular platform tailored for banks, independent asset managers, family offices, institutional investors, and other financial services providers. This platform aims to streamline front- and mid-office operations by combining intelligent technology with an intuitive user experience and personalized services.
The PM1 platform offers a wide range of solutions, including Portfolio Management, Client Relationship Management (CRM), Investment Advisory, Order Management, Analytics & Reporting, and Client Engagement. These solutions are designed to provide a consolidated view of total wealth, facilitate seamless client lifecycle management, and support regulatory compliance and order processing. The platform also includes a robust data analytics engine for generating detailed reports and a client portal for enhanced engagement.
Key features of Expersoft's solutions include comprehensive reporting standards, handling of both liquid and illiquid assets, multi-custody consolidated reporting, and compliance with major regulations. Expersoft's solutions cater to a diverse client base, transforming the business operations of 650 financial services providers across 37 countries. The platform is configurable and modular, making it suitable for different roles within an organization, such as Relationship Managers (RMs), Investment Advisors (IAs), Portfolio Managers (PMs), and operations and compliance teams.
Technically, Expersoft ensures secure data encryption at all levels and provides API integrations with hundreds of applications, supporting extensive connectivity and interoperability. The platform supports outsourced hosting and operations, which can be particularly beneficial for organizations looking to optimize their back-office processes. Integration options include seamless connectivity with existing systems and compliance with various regulatory frameworks, ensuring smooth data flow and operational efficiency.
Key Features
Expersoft Systems offers a robust and versatile platform that delivers comprehensive wealth management capabilities. Designed primarily for family offices and similar entities, the PM1 platform provides a cloud-based solution that enhances operational efficiency and client engagement through its modular and configurable architecture.
- Portfolio Management with drill-down capabilities
- Client Relationship Management with a 360° view
- Investment Advisory with portfolio simulation
- Order Management for securities and derivatives
- Advanced Analytics & Reporting engine
- Full-service Client Engagement portal
- Multi-custody consolidated reporting
- Compliance with MiFID II and other regulations
- Secure data encryption at all levels
- API integrations with hundreds of applications
- Outsourced hosting and back-office support
- Configurable dashboards and live monitoring
- Support for both liquid and illiquid asset types
- Automatic pre-trade restriction validation
- Professional client report production
Use Cases
Expersoft Systems' platform is ideal for various wealth management operations, offering tailored solutions for single family offices, multi-family offices, private banks, and wealth management firms. The platform enhances workflow efficiency, compliance management, and client engagement through its modular and customizable functionalities.
- Automate portfolio reporting for quarterly family meetings
- Streamline KYC processes for new client onboarding
- Customize investment proposals based on risk scenarios
- Manage multi-asset portfolios with consolidated views
- Enhance client communication through a secure portal
- Integrate with existing banking systems for seamless operations
- Conduct comprehensive performance and risk analysis
- Support compliance audits with detailed reporting
- Facilitate bulk order processing for securities and FX
- Provide real-time asset monitoring and reporting
Integrations
Expersoft Systems supports extensive integration capabilities, offering APIs for seamless connectivity with various financial applications and data sources. The platform's integration ecosystem ensures compatibility with industry standards and protocols, enhancing operational efficiency for family offices and wealth managers.
- Integration with Bloomberg for market data
- Connectivity with FactSet for financial analytics
- Integration with multiple custodians for consolidated reporting
- API support for custom application integration
- Data exchange with private banking platforms
- Compliance integration with regulatory bodies
- Integration with document management systems
- Connectivity with CRM platforms for enhanced client relations
- Support for order management systems
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