Press releases and case studies illustrate the versatile use of the PM1 suite within the financial industry.

News

Updates on new projects, markets, and product development activities.

Upcoming events, both our own and those we plan to attend.

A selection of PM1 success stories.

News and press releases

Tue, Aug 8th 2017

Interview with Expersoft CEO at IFZ conference for Swiss Independent Asset Managers

Expersoft has supported the IFZ Conference for Swiss Independent Asset Managers since its inception in 2015. It is a unique forum that facilitates in-depth discussions between Swiss asset managers and industry experts on a range current topics, challenges, and solutions.

Philipp Bisang, Expersoft’s CEO, discusses the challenges facing Swiss Independent Asset Managers and the modern digital software solutions that help asset managers navigate these challenges. Interview by Vontobel (in German).

Wed, May 24th 2017

AM-One AG and Lakefield Partners AG enter partnership

AM-One AG, launched in the beginning of May 2017 as a completely new outsourcing offer for the Independent Asset Manager community by Expersoft Systems AG, secured a cornerstone client: the three-time winner of the annual Bilanz Award for the Best Swiss Asset Manager, Lakefield Partners AG.

Wed, May 3rd 2017

AM-One, the new 'one-stop-shop' solution for independent asset managers

Expersoft Systems AG is pleased to announce the launch of a completely new outsourcing offer for the Independent Asset Manager community: AM-One AG, an independent subsidiary. AM-One will become the leading ‘One-Stop-Shop’ Solution Provider for Independent Asset Managers by combining services, software, and hosting into a unique end-to-end offering, thereby enabling IAMs to achieve unrivalled customer-oriented focus and cost-efficiency.

AM-One Press Release
AM-One Medienmitteilung

Mon, Feb 13th 2017

Expersoft wins Three Awards at Wealthbriefing Swiss Awards 2017

Expersoft Systems is honoured to receive at the 4th WealthBriefing Swiss Awards three separate awards in the categories of Compliance, Risk Profiling Solution, and Change Management Process/Best Implementation of a Technology Solution. Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards recognise companies, teams, and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2016’.

2017

Events

Thu, 29 Jun 2017 at 13:15, Institut für Finanzdienstleistungen Zug (IFZ)

Expersoft tritt auch in 2017 als Sponsor bei der „Konferenz Schweizer Vermögensverwalter“ auf.

Am 29. Juni 2017 findet am Institut für Finanzdienstleistungen Zug (IFZ) der Hochschule Luzern (HSLU) die dritte Konferenz für Schweizer Vermögensverwalter unter dem Thema „Digitalisierung für externe Vermögensverwalter“ statt.

Mon, 22 May 2017 at 12:00, Grünenhof UBS Conference Center, Zürich

Expersoft sponsors first UBS ProFIM Expo

Expersoft is sponsoring the first UBS ProFIM Expo, an event specifically designed for financial intermediaries. With the asset management industry under pressure from evolving compliance requirements and customer expectations, it is critical that solution providers shape their services and technology to enable smooth and effective business transformation. The UBS ProFIM Expo provides the ideal venue for financial intermediaries to explore outsourcing options and learn about the newest developments in the field. With 25 years of experience in providing award winning asset management solutions to FIMs and IAMs in Switzerland and around the world, Expersoft will be showcasing the new AM-One solution that combines the power of the PM1 PMS with specialized compliance and back office services into a unique and affordable ‘one-stop-shop’ outsourcing solution.

Sat, 6 May 2017 at 09:00, Henderson Beach Resort, Destin, Florida

Expersoft sponsors Jack Henry User Group Southern 2017 Coference

Expersoft is pleased to be a platinum sponsor of Jack Henry User Group Southern Spring 2017 , May 3rd-5th at the Henderson Beach Resort in Destin, Florida. This event provides a unique opportunity for the free exchange of ideas between Jack Henry, Jack Henry partners, and financial institutions using Jack Henry SilverLake software.

Expersoft is looking forward to showcasing how its LM1 (Loan, Mortgage, and Credit Management) framework successfully complements the SilverLake core system. LM1 overlays existing systems, internal and third party, giving employees a single interface to fully process loan, mortgage, and credit applications in a manner that does not require heavy investment into new systems. In so doing, banks find their end-to-end loan processes are more efficient, transparent, and easily auditable.

For more information on LM1, contact .

2017

Case studies

September 2012

PM1 for CORTAL CONSORS (BNP Paribas)

In 2001, the Management of Cortal Consors established a Portfolio Management Division to collaborate with independent Wealth Managers. Following an intensive six-month comparative analysis of the numerous suppliers and systems, Expersoft PM1 was selected and marketed as Cortal Consors Portfolio Management System (CPMS). Almost 90% of the roughly 300 linked partners (Asset Managers, Fund Brokers, Family Offices, Liability Umbrellas, Pool Companies, and Banks) employ CPMS. Successful collaboration with Expersoft was confirmed and an innovative, rapid and comprehensive interface was implemented in 2011. Cortal Consors thereby underlines the Bank’s renewed determination to rely on Expersoft and PM1 in the future.