PSplus Wealth Manager is the ideal wealth management software for family offices, asset managers, banks and foundations. As well as representing liquid assets, PSplus depicts private equity, real estate and other illiquid assets and consolidates complex asset structures.

The modules Advisor Portal and Client Portal support in addition the complete process in asset management. Here you decide yourself whether you wish to implement a tailor-made solution or remain closer to the standard.

Our interfaces enable the interconnection to various well-known custodian banks, suppliers of quotes and securities master data as well as to financial accounting systems.

Via Order Manager, orders in FIX and SWIFT format can be transmitted via our partner Patronas to custodian banks and brokers. Further components such as, for example, asset management fees and diverse financial controlling instruments, round off the PSplus product scope.

Core functionality is the modelling of complex ownership structures for all asset classes incl. illiquid asset classes as well as accounting and transaction administration.

Solutions to support the core functionality within the system encompass:

• Portfolio analysis & asset-viewing
• Benchmarking & asset allocation
• Regulation & compliance
• Reporting & output management
• Portfolio simulation & rebalancing
• Trading & order management
• Monitoring & alerting

Easy integration into existing core banking system/back-office processes:

• Existing connections to major core banking systems
• Ready-to-use interfaces to more than 20 leading custodian banks
• Software-supported quality review of import data
• Easy integration of other external sources, e.g. research

Refined and processed data is delivered to external systems, e.g. Datev, SAP, CRM systems for further use via APIs.