AM-One AG, launched in the beginning of May 2017 as a completely new outsourcing offer for the Independent Asset Manager community by Expersoft Systems AG, secured a cornerstone client: the three-time winner of the annual Bilanz Award for the Best Swiss Asset Manager, Lakefield Partners AG.
Press releases and case studies illustrate the versatile use of the PM1 suite within the financial industry.
Press releases and case studies illustrate the versatile use of the PM1 suite within the financial industry.
News
Updates on new projects, markets, and product development activities.
News and press releases
Wed, May 3rd 2017
AM-One, the new 'one-stop-shop' solution for independent asset managers
Expersoft Systems AG is pleased to announce the launch of a completely new outsourcing offer for the Independent Asset Manager community: AM-One AG, an independent subsidiary. AM-One will become the leading ‘One-Stop-Shop’ Solution Provider for Independent Asset Managers by combining services, software, and hosting into a unique end-to-end offering, thereby enabling IAMs to achieve unrivalled customer-oriented focus and cost-efficiency.
Mon, Feb 13th 2017
Expersoft wins Three Awards at Wealthbriefing Swiss Awards 2017
Expersoft Systems is honoured to receive at the 4th WealthBriefing Swiss Awards three separate awards in the categories of Compliance, Risk Profiling Solution, and Change Management Process/Best Implementation of a Technology Solution. Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards recognise companies, teams, and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2016’.
2017
Events
Thu, 16 Jun 2016 at 13:15
Expersoft tritt auch in 2016 als Sponsor bei der „Konferenz Schweizer Vermögensverwalter“ auf.
6. Juni 2016, 13:15 – 17:45 Uhr
Hochschule Luzern - Wirtschaft, Institut für Finanzdienstleistungen Zug IFZ
Grafenauweg 10, 6302 Zug
Am 16. Juni 2016 findet am Institut für Finanzdienstleistungen Zug (IFZ) der Hochschule Luzern (HSLU) die zweite Konferenz für Schweizer Vermögensverwalter unter dem Thema „Vermögensverwaltung unter FIDLEG/FINIG“ statt.
Thu, 17 Mar 2016 at 09:15
Expersoft tritt als Sponsor bei der Infoveranstaltung "Lösungen für unabhängige Vermögensverwalter" von ARVEST Funds AG auf
17. März 2016, 9:15 – 11:45 Uhr
Metropol, Fraumünsterstrasse 12, CH-8001 Zürich
Im Zusammenhang mit den sich verändernden Rahmenbedingungen für unabhängige Vermögensverwalter organisiert die ARVEST Funds AG zusammen mit weiteren Lösungsanbietern eine Infoveranstaltung in Zürich.
Case studies
July 2014
Mexico subsidiary of global bank goes live with PM1 Wealth Management
After selecting Expersoft’s PM1 suite in 2013, the Mexico subsidiary of the world's largest manager of private wealth assets; with over CHF2.2 trillion in invested assets, went live in January 2014. At this subsidiary, PM1 covers the whole wealth management lifecycle including client on-boarding and review processes, CRM, ordering, asset viewing and client reporting, compliance and suitability.
January 2014
Brazil subsidiary of global bank goes live with new e-banking platform
Expersoft Systems AG, a leading global provider of front- and middle-office solutions for the Private Banking, Wealth and Asset Management industries, is pleased to announce the successful launch of a new PM1 e-banking platform for the Brazil subsidiary of the world's largest manager of private wealth assets; with over CHF 2.2 trillion in invested assets.
October 2013
Swiss Capital Wealth Management implements PM1
Swiss Capital Wealth Management AG specialises in offering tailor-made and independent solutions for international private clients. Comprehensive family office services are also offered. The decision to select PM1 as the portfolio management solution was based on the compelling breadth and depth of functionality, the modern user interface, and the professional advice.
- 1 of 2
- next ›