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Family and Multi-family Offices

Practical for family offices, PMplus® brings you a centralized platform to manage all assets including public and private investments, and non-investment holdings.

PMplus® offers a wide range of features and benefits that can greatly assist family and multi-family offices across various aspects of their operations.

This holistic platform enables advisors to gain a comprehensive management system for their client’s estate. With PMplus®, advisors can efficiently organize assets, monitor performance, and ensure alignment with financial goals and risk tolerance.

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    PMplus® offers comprehensive connectivity to major custodians and tools for the digital management of documentation and cash flow analysis. This simplifies operations by automating manual tasks and consolidating information into one system. Advisors can easily track cash flows, manage paperwork, and analyze the impact of cash movements on overall portfolio performance. These features enhance efficiency and allow managers to focus more on providing personalized advice to their clients.

    PMplus® optimized reporting capabilities, allowing family and multi-family offices to create customized reports in the language of their choice. This enhances communication with clients and stakeholders, providing clear and concise records.

    Overall, PMplus® is designed to meet the complex and evolving needs of family offices. Being a state-of-the-art system, it accommodates changes in the industry and its growing demands. This adaptability ensures that family and multi-family offices can continue to effectively anchor their accounting as operations expand.

    PMplus® Overview

    An ‘all-in-one’ solution for portfolio management

    PMplus® is an innovative cloud-native solution developed by SuisseTechPartners, an international financial technology company with teams located in Geneva, Luxembourg, UK, Singapore, Hong Kong, Hanoi, and Kosovo.

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      Our Location

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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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