Product
Artificial Intelligence
The Integrated AI of PMplus
Smart Automation – Guaranteed Security
PM Plus now integrates its own artificial intelligence capabilities, designed to simplify and enhance key management and compliance operations.
With this built-in and secure AI, your data remains within the PMplus environment — no external transfers, no exposure.
What PM Plus AI can do:
- Intelligent routing of incoming PDFs/documents to the appropriate workstream such as those relevant to KYC, Prospectus, Bank Statements, Trade Advices etc.
- Automated KYC data extraction: intelligent reading and pre-filling of data from passports, proofs of address, and other forms used in your business.
- Multilingual translation: the AI understands and interprets documents in multiple languages, facilitating international portfolio management.
- Automatic fund setup: import your fund prospectuses or regulations — the AI identifies the rules, records them, and configures them directly in the system for final review.
- Monitoring and alerts: detection of discrepancies between fund rules and actual portfolio positions.
- Compliance and sustainability: Supports regulatory and ESG compliance while reducing repetitive tasks.
Key benefits:
- Significant labour time savings
- Reduced manual errors
- Alerts for fundamental rule changes/updates
- Centralized and secure data to minimioze risk of any data loss
- Automatic enforcement of applicable rules and standards
PMplus AI brings automation to compliance, control, and performance.
Why it’s different
Unlike public AI tools, the PM Plus solution relies on a fully integrated and sovereign AI, specifically designed for regulated finance.Your documents and metadata are hosted within a secure environment, compliant with industry standards (encryption, access control, traceability).
Why choose PMplus AI Document Automation?
With this new AI capability, PM Plus goes beyond being just a portfolio or reporting system: it becomes an operational enabler that reduces low-value manual tasks, improves data quality, speeds up processes, and increases client satisfaction — all while strengthening your governance and compliance.
Learn more
Would you like to see how PM Plus AI can transform your daily operations?
👉 Contact us for a personalized demo and discover how PM Plus AI can automate, secure, and optimize your workflows.
