Portfolio Management System
Our product PMplus contributes directly to your success. It leads the market for productivity and efficiency through its cloud-native, modular capabilities, with end-to-end functionality from trade order, through portfolio/fund accounting to customer reporting and analytics.
Behind every PMplus portfolio system is a comprehensive general ledger, thus ensuring our users a centralized financial tracking system for their investments and expenditures.
Over the years, PMplus has successfully provided services for an international clientele, including a number of multi-family offices, money managers, wealth managers, and asset managers & services, which undeniably shows the platform’s effectiveness and adaptability in meeting the needs of diverse investment professionals across different regions. In other words, PMplus helps sky-rocket a business’s efficiency.
Flexible portfolio management services
PMplus offers flexible portfolio solutions that can be tailored to each business, regardless of the specific requirements. The platform provides a suite of services, including accounting, performance reporting, cash management and monitoring, client reporting and web portals, among others. Overall, this comprehensive range of offerings ensures that businesses can effectively manage their portfolios and gain valuable insights into their investment performance.
In addition, PMplus offers versatility in its implementation options, so it can function either as an end-to-end system or as a module to be integrated accordingly with existing systems.
Stay ahead in the industry with PMplus
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, Hongkong, Hanoi and Kosovo