0 2 min
Solutions
Wealth Managers
PMplus® provides a comprehensive wealth management system for asset managers - from onboarding to advanced reporting.
PMplus® provides extensive functionality for wealth managers including user-defined groups, onboarding tools, and migration facilitation to streamline the client onboarding process. The system includes automated reconciliation of custodian statements with workflow to facilitate accurate and efficient management of client portfolios.
Further, PMplus® is an all-around Wealth Management system – providing comprehensive coverage of the many different aspects of wealth management, including: client onboarding, trade management, secure document management, portfolio performance and risk analysis, reconciliation, accounting and financial reporting, and more. It incorporates a comprehensive general ledger for each portfolio, guaranteeing precise accounting and financial reporting.
PMplus® generates high-quality reports that can be customized to the user’s preferred language and character set, making it suitable for global operations. PMplus® ensures supports all major market data feeds, allowing wealth managers to stay informed about portfolio trends and analytics, in order to optimize client investments.
Through PMplus®, wealth managers can take advantage of a portfolio system that is entirely cloud-native and modular. Consequently, PMplus® demonstrates flexibility and scalability, easily adapting to the changing requirements and growth of wealth management firms.
PMplus® Overview
An 'all-in-one' solution for portfolio management
PMplus® is an innovative cloud-native solution developed by SuisseTechPartners, an international financial technology company with teams located in Geneva, Luxembourg, UK, Singapore, Hong Kong, Hanoi and Kosovo.
