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PM1
Made by 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.
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.
What practitioners say
Questions and notes