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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.

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    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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      Our Location

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      SuisseTechPartners Switzerland

      6, rue Barton 1201 Geneva Switzerland

      Phone: +41 22 700 7172

      Suissetechpartners Luxembourg

      18,boulevard de Kockelscheur L-1821 Luxembourg

      Phone: +41 22 700 7172

      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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