Expersoft

Category: Family Office Software

Headquarters: Steinhausen, Switzerland

Customers: 650 financial services providers across 37 countries

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