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Wealth Managers

PMplus® provides a comprehensive wealth management system for asset managers - from onboarding to advanced reporting.

PMplus® provides extensive functionality for wealth managers including user-defined groups, onboarding tools, and migration facilitation to streamline the client onboarding process. The system includes automated reconciliation of custodian statements with workflow to facilitate accurate and efficient management of client portfolios.
Further, PMplus® is an all-around Wealth Management system – providing comprehensive coverage of the many different aspects of wealth management, including: client onboarding, trade management, secure document management, portfolio performance and risk analysis, reconciliation, accounting and financial reporting, and more. It incorporates a comprehensive general ledger for each portfolio, guaranteeing precise accounting and financial reporting.

PMplus® generates high-quality reports that can be customized to the user’s preferred language and character set, making it suitable for global operations. PMplus® ensures supports all major market data feeds, allowing wealth managers to stay informed about portfolio trends and analytics, in order to optimize client investments.
Through PMplus®, wealth managers can take advantage of a portfolio system that is entirely cloud-native and modular. Consequently, PMplus® demonstrates flexibility and scalability, easily adapting to the changing requirements and growth of wealth management firms.

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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SuisseTechPartners Switzerland

6, rue Barton 1201 Geneva Switzerland

Phone: +41 22 700 7172

Suissetechpartners Luxembourg

SuisseTechPartners 19/21 route d’Arlon, L-8009 Strassen Luxembourg

Phone: +352 262 669 927

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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