Author name: johnrey

0 < 1 min Integrated Regulatory Compliance and Rules Service Solution Overview In conjunction with our partner AverroesConcepts (“Averroes”), a leading provider of Regulatory data and rules, SuisseTechPartners (“STP”), delivers an integrated compliance data service utilizing PMPlus® as the fund/portfolio repository in conjunction with Averroes’ Fund Designer® and Regulatory Information Service®. Drawing from regulatory rule sets (30+ major markets …

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0 < 1 min Teachnology Multi-lingual Operating Screens PMplus’ operational screens can be implemented in any language PMplus has complete flexibility to implement the screens of our application in your preferred language. In the example below, the screens are loading sample Portuguese labels. This capability is possible due to PMplus’ modern architecture and use of the latest technologies. Where …

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0 < 1 min Solutions Trustee and Fiduciary We provide a number of critical services for operators of Trustee and Fiduciary businesses, such as: Comprehensive “Investment Book of Record”, with consolidation/ reporting and storage of constituent asset documentation, along with unit and asset reconciliation. Trustee Cash Flow Monitoring (outlier identifier and workflow resolution) with multiple filtered set to provide …

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0 < 1 min Brochure Download our Brochure English Brochure Download French Brochure Download

0 < 1 min About Company External Adviser Jürgen Stahl, Dipl. Mathematiker is strategic advisor to Suisse Tech Partners. Jürgen is in early retirement since late 2018, but still engaged in advising start-up companies, particularly in the FinTech space. He served as Vice President IT for Union Investment in Frankfurt, Germany from 1997 to 2018, being responsible for business …

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0 < 1 min About Company Focus on Founder Our founder, Mme. Van Ta has been highly successful throughout our industry. Madame Van Ta originally founded ‘MultiFonds’ and turned it into the leading application in the wealth and fund administration business worldwide. In 2012 Van Ta launched SuisseTechPartners after identifying an important gap in the technology market; she saw …

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0 < 1 min Implementation Professional Services Approach Our Professional Services staff have all been through rigorous training and are ready to optimize your implementation and deliver quickly Each implementation that we do benefits from our cloud-native application. We have developed all of the tools and techniques necessary for remote implementation, including portfolio migration. The global locations of our …

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0 2 min Implementation Cloud Case Study Gary Tiernan (Golden Equator Wealth): from data processing to data interpretation Gary Tiernan, Managing Partner of Golden Equator Wealth recently onboarded the PMplus platform designed by SuisseTechPartners. He shares his views on how PMplus facilitates the safe management of clients’ data. Interview. Can you please describe your firm/activities in a few …

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0 < 1 min Solutions SaaS Hosting and Security PMplus is compliant with Financial Authorities Markets standards PMplus hosting is compliant with ISO 27001 standard: Information Security Management and market standards (Swiss, European, UK, US and International). PMplus has strict segregation and isolation of each end customer’s environment with leading security standards regularly audited by independent auditors, including SSAE16 …

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0 < 1 min Technology Interfaces PMplus has many built-in interfaces and adding new ones is well practiced PMplus comes pre-built with many bank custodian/private bank interfaces as well as connectors to crypto-currency exchanges for OMS and/or transaction import. New interfaces can be built as fast as the Custodian can provide the relevant data mappings. The system can readily …

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    SuisseTechPartners Switzerland

    6, rue Barton 1201 Geneva Switzerland

    Phone: +41 22 700 7172

    Suissetechpartners Luxembourg

    18,boulevard de Kockelscheur L-1821 Luxembourg

    Phone: +41 22 700 7172

    SuisseTechPartners Hong Kong

    Skyway Centre, 12/F 23 Queen's Road West Sheung Wan Hong Kong SAR

    Phone: +852 2873 2700

    SuisseTechPartners Singapore

    31 Boon Tat Street #02-01, Singapore 069625

    Phone: +65 6500 1443

    SuisseTechPartners Kosovo

    Rruga C Redoni Constrution Ba 16, 1, Prishtina 10000 Kosovo

    Tel: +38348221441

    SuisseTechPartners United Kingdom

    25 Wilton Road, Victoria London SW1V 1LW United Kingdom

    Phone: +44 (0)20 8176 1103

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