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

Thu, Oct 6th 2016

Hochschule Luzern successfully raises over one million CHF for new Computer Science Department

Expersoft is proud to have been part of Hochschule Luzern's efforts to successfully fundraise over one million CHF for the construction of its new Computer Science Department. Hochschule Luzern (Lucerne University of Applied Sciences and Arts) is the first Swiss Hochschule to set up its own Department of Computer Science. In September 2016, the first lectures took place on the campus of Zug-Rotkreuz, with the new building scheduled to be completed in 2019.

Please visit Hochschule Luzern for more information on both the school and the new Computer Science Department.

Tue, Oct 4th 2016

Anthonia Hui of AL Wealth Partners wins the Hubbis Award for 'Excellence in Asian Wealth Management'

Expersoft would like to congratulate our long-standing customer Anthonia Hui of AL Wealth Partners as the 2016 winner of the Hubbis Award for 'Excellence in Asian Wealth Management'.

Fri, Sep 30th 2016

Change in Expersoft Systems AG Operational Management

After 24 years at the helm of Expersoft, Urs-Peter Oehen today hands over the role of CEO to Philipp Bisang. Urs-Peter will continue to guide Expersoft strategy as Chairman of the Board of Directors, and as CFO will help drive continued growth of the Group companies.

Philipp Bisang, dipl. Ing. ETH, has 15 years of financial industry experience, joining Expersoft in 2010 as Sales Manager. In 2012 he joined the company management and in the role of Head of Sales has spearheaded Expersoft’s sales growth during recent years.

Wed, Aug 24th 2016

Interview with the Chairman & CEO of Expersoft at IFZ conference for Swiss Independent Asset Managers

Expersoft has been supporting the IFZ conference for Swiss Independent Asset Managers since inception. The event took place in June 2016 with a focus on regulations under FIDLEG/FINIG.

Urs-Peter Oehen gives answers to the challenges facing Swiss Independent Asset Managers, providing an outlook for the industry. Interview by Vontobel (in German).

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.

Case studies

July 2014

Mexico subsidiary of global bank goes live with PM1 Wealth Management

After selecting Expersoft’s PM1 suite in 2013, the Mexico subsidiary of the world's largest manager of private wealth assets; with over CHF2.2 trillion in invested assets, went live in January 2014. At this subsidiary, PM1 covers the whole wealth management lifecycle including client on-boarding and review processes, CRM, ordering, asset viewing and client reporting, compliance and suitability.

January 2014

Brazil subsidiary of global bank goes live with new e-banking platform

Expersoft Systems AG, a leading global provider of front- and middle-office solutions for the Private Banking, Wealth and Asset Management industries, is pleased to announce the successful launch of a new PM1 e-banking platform for the Brazil subsidiary of the world's largest manager of private wealth assets; with over CHF 2.2 trillion in invested assets.

October 2013

Swiss Capital Wealth Management implements PM1

Swiss Capital Wealth Management AG specialises in offering tailor-made and independent solutions for international private clients. Comprehensive family office services are also offered. The decision to select PM1 as the portfolio management solution was based on the compelling breadth and depth of functionality, the modern user interface, and the professional advice.