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 words?Golden Equator Wealth is […]

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Back up NAV Calculation Service

Backup/contingency NAV calculation and validation   In the case where your primary provider is temporarily unavailable to calculate your Fund NAVs, our service will provide a contingency method for you to deliver on your regulatory obligation. Using our highly scalable PMplus solution, we take all of your daily data feeds in parallel to your primary […]

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SuisseTechPartners VIP Newsletter: Van Ta, Gary Tiernan (Golden Equator Wealth), PMplus Video Alternative Link

  Dear Partners, Dear Friends, This newsletter includes articles and videos showcasing the achievements of both our clients and STP. I would like to thank our partners and our team here at STP for making 2020 a year of seized opportunities. I look forward to see you all next year. Warmest wishes for the festive […]

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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 that there was a […]

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Architecture

Modern standards have been deployed throughout the system architecture   PMplus® is a cloud-native application built using ‘Unicode’ technology which enables us to store and maintain multiple languages in the same instance. Our technology enables us to offer a dedicated Multi-Tenant Solution with real ‘End-To-End’ Segmentation and a single point of entry protected by Dual […]

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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 SOC-1 Type II. […]

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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 ingest […]

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Family and Multi-family Offices

PMplus   PMplus provides comprehensive functionality for family and multi-family offices, including user defined groups, clear segregation, automated reconciliation of custodian statements/feeds with workflow, performance and risk analytics, ‘board quality’ reports in the language/character set of your choice and even the distribution of real-time feeds via unique and secure URLs for customer reporting. Compliance reports […]

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