Expersoft Systems

PM1 product family from Expersoft provides banks, independent asset managers, family offices, institutional investors and other financial services providers with ONE platform to transform all front- and mid-office operations.

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Products and services

Portfolio management, investment advisory, client relationship, order management, analytics & reporting, client engagement.

Expertsoft, family office software, portfolio management software, consolidated reporting software

Category

Consolidated Reporting

Country

Switzerland

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About the business

The company provides modern task management, collaboration, and communication facilities and offers both batch and real-time connectivity via modern interface technology, enabling retail banks, asset management companies, family offices and other financial service providers to analyse, strategize, implement, and control investments in one modular, integrated and intuitive environment.

History

The company was founded in 1992 and has been offering quality solutions for over 25 years.

About the owners and the team

​Expersoft is a member of the Atami Living Systems Group.

Simple solutions for complex times.