Wealthy clients tend to have multiple banking and investments relationships. The ability to report on the totality of a client’s wealth is a critical differentiator for financial advisors

Custodian Banks Interfaces

Obtain and guarantee that all the positions received by the various custodian banks systems in different formats (CSV, XML, Swift, etc) are accurately and systematically kept and treated within the same platform is one of the main feature of PMSplus. Thanks to automatic interfacing with the major custodian banks, the consolidation and reconciliation tasks are made as easy as a mouse click.

The current list of interfaces includes:

Credit Suisse



Société Générale


Create a new interface is a simplified process.

Market Data Interfaces

PMSplus can be interfaced with the major market data providers as Six Financial Information, Bloomberg, Thomson Reuters, etc.