Solutions

Wealth Managers

PMplus provide everything required by a

Wealth manager from onboarding to statements

PMplus provides comprehensive functionality for Wealth Managers, including user defined groups, onboarding and tools to facilitate migration, 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 access to real-time feeds via unique and secure URLs for customer reporting.