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PM1

Made by Expersoft Systems AG

Steinhausen, Switzerland

Portfolio management platform for wealth and asset managers and family offices handling portfolio and order management, compliance, rebalancing and position aggregation from bank interfaces.

Made by
Expersoft Systems AG
Primary category
Combined OMS/PMS platforms
Also listed under
Order management, Pre-trade compliance, Portfolio accounting, Client reporting
Built for
Not recorded
Firm size
Not recorded
Deployment
Not recorded
Pricing model
Not recorded
What it costs
Not recorded
How we verified it
Confirmed on the vendor's own site
Source
the page we read
Last checked
2026-10-11
On the vendor's site
open

PM1 is a combined oms/pms platforms product from Expersoft Systems AG. Portfolio management platform for wealth and asset managers and family offices handling portfolio and order management, compliance, rebalancing and position aggregation from bank interfaces. It is also listed under order management, pre-trade compliance, portfolio accounting and client reporting. Expersoft Systems AG is based in Steinhausen, Switzerland. Buyside Fintech verified that Expersoft Systems AG lists this product on the vendor's own website on 2026-10-11, and the page we read is linked below. We do not record how it is deployed, how it is priced, what it costs and the firm sizes it serves for this product, because Expersoft Systems AG does not publish it; the table below shows those rows empty rather than hiding them. Practitioner reviews and questions about PM1 appear below, and anyone at a firm that uses it can add one.

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