Hinterbergstrasse 20, 6312 Steinhausen, Switzerland
Leading solutions for family offices, external asset managers, private banking & wealth management
Expersoft System is a privately held, independent company founded in 1993. The company has over 250 employees distributed between Expersoft’s headquarters in Switzerland, nearshore development centre in Bratislava, and in multiple international sales and support offices such as Luxembourg, Germany, Turkey, Dubai, Singapore, Hong Kong, Brazil, Panama and the United Kingdom.
Expersoft is an innovation-driven business, offering comprehensive wealth and asset management front/mid-office and client-facing software solutions and services for retail, commercial, wealth/private banks, institutional investment firms, independent asset managers, financial intermediaries, family offices, sovereign funds and other financial services providers.
At the heart of the Expersoft product ecosystem is the award-winning PM1 solution, designed through continuous innovation to digitally transform the end-to-end operations of our customers with a modular, configurable approach spanning portfolio management, regulations & compliance, order management, client management, report production, digital banking, and much more. Today, PM1 is used in earnest by hundreds of clients ranging from family offices and independent asset managers to several tier-1 global banks.
Expersoft software is state-of-the-art and is complemented by a professional service offering spanning implementation, support, consulting, and back-office services, which collectively shape PM1 to the particular needs of individual customers.
Also, in response to certain customers seeking a more cost-efficient, out-of-the-box offering, Expersoft also offers secure, bank-independent, full-service outsourced hosting services. Both single and multi-tenant solutions are available, with the latter offered via the rapidly growing AM-One Private Cloud Solution that combines the PM1 software with an all-in-one back-office services package including multi-custody consolidation and reporting.
Portfolio and asset management is a core functionality of PM1, supporting end-to-end processes such as account opening, advanced performance calculations, and sophisticated client reporting. The PM1 suite offers fully scalable solutions for banks, asset management and financial intermediary companies of all sizes. The modular concept guarantees perfect alignment with individual......