Product

Portfolio Management System

Since deployment in 2017, PMplus has led the market as a fully cloud-native, modular portfolio management system. PMplus has a full general ledger behind every portfolio.

Clients of PMplus include Money Managers, Multi-Family Offices, Wealth Managers, Asset Managers & Servicers. Our clients are based in North America, Europe and Asia. PMplus can operate either as an end-to-end system or as a module to be integrated with existing systems. A variety of modular services are available including: Accounting, Performance Reporting, Investment Restriction Monitoring, Client Reporting and Reconciliations.