KEY FEATURES




Robust track record and setup
Independent Experts with In-Depth Technology and Business Expertise
State of the Art Technology with the Latest Programming Standards
Fully Cloud Native
End-to-End Solutions
DEDICATED TO
ASSET
MANAGEMENT
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Fund Managers
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Alternative Fund Managers
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Fund of Funds Managers
WEALTH
MANAGEMENT
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Private Banks
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Family offices
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Independent Managers
ASSET
SERVICING
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Fund Administrators
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Global/Local Banks
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Custodians/Trustees
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Management Companies
Case Studies
TESTIMONIALS
Managing Director of a Multi-Family Office "Managing assets on spreadsheets and manually doing the consolidations of all our portfolios was just the day-to-day routine before we’d been recommended this platform. Now everything is automated, we’re really satisfied."
Vice President of an International Asset Manager "We were increasingly concerned about reducing our costs as well as how to comply efficiently with regulations becoming heavier and heavier. Cost-effective with compliance capabilities, we’ve found here the most suitable deal."
Founding Partner of Inflection Point Solutions Limited "PMplus is extremely flexible, allowing us to extract data in multiple formats, for example in Excel for data analysis or in PDF for client reporting. Data can be exported from any screen view, allowing us excellent accessibility."
Founding Partner of SG M&R SA "PMplus made us more efficient and we can focus on what we expect going forward,instead of what happened the month before."
OVERVIEW
OVERVIEW

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Full Order Management Suite
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Rebalancing & Group Orders
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Complete CRM Capabilities
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Pre-Trade Compliance
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Trade Matching
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Regulatory Compliance
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Portfolio Modelling
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Post-Trade Compliance
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Multi-Currency Accounting
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Multi-GAAP Capabilities
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Full NAV Accounting
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Private Equity LP Accounting
OVERVIEW
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