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Investment Management Software
PMplus reviews and summary
PMplus is a comprehensive portfolio management system that integrates a wide range of functionalities essential for modern wealth management firms. Its core portfolio management capabilities are enhanced with integrated CRM for client relationship tracking, order and risk management modules, and sophisticated tax reporting tools. A key feature is its built-in compliance support for Swiss financial regulations like FINSA and FINIA, as well as international standards like FATCA. This all-in-one approach aims to streamline operations, ensure regulatory adherence, and provide a holistic view of both client relationships and portfolio performance. This system is designed for Swiss-based wealth managers, asset managers, and independent financial advisors w...
Best for
This system is designed for Swiss-based wealth managers, asset managers, and independent financial advisors who require a robust platform that combines portfolio management with strict regulatory compliance. It is also suitable for firms with an international clientele needing to navigate cross-border regulations like FATCA.
Category
Investment Management Software
Vendor
SuisseTechPartners
Key takeaways
Our verdict
Our verdict is that PMplus is a powerful, integrated solution with a strong emphasis on the Swiss regulatory landscape. Its combination of portfolio management, CRM, and deep compliance features makes it a particularly compelling choice for financial service providers in Switzerland seeking operational efficiency and peace of mind regarding regulatory requirements.
Quick facts
PMplus at a glance
Vendor
SuisseTechPartners
Category
Investment Management Software
Ratings
PMplus ratings
There is not enough rating data for this software yet. Rating details will appear when reviews or reliable aggregate rating data are available.
Decision notes
PMplus pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
- Published pricing is not available in this profile data.
Buyer fit
Who uses PMplus?
This system is designed for Swiss-based wealth managers, asset managers, and independent financial advisors who require a robust platform that combines portfolio management with strict regulatory compliance. It is also suitable for firms with an international clientele needing to navigate cross-border regulations like FATCA.
Feature research
PMplus features
These are common features buyers compare in Investment Management Software. Product-specific availability should be confirmed with the vendor.
Accounting Integration
Native financial tracking or seamless connection with external accounting software.
Industry Benchmarking
Evaluate internal business metrics against industry standards and competitors.
Bonds & Stocks Tracking
Acquire and monitor both bonds and stocks within an investment portfolio.
Customer Relationship Administration
Organize and streamline communication and relationships with existing clients.
Stakeholder Portal
A secure online gateway for clients to view project details and data.
Futures Trading
Monitor and exchange contracts for future transactions of tangible goods at a predetermined price.
Regulatory Compliance Tracking
Monitor and report on regulatory data for both internal leadership and external regulatory bodies.
Data Migration Tools
Seamlessly transfer data and reports between the system and external file formats.
Investment Advisor Tools
Designed for use by financial advisors and professional money managers.
Investor & Trader Suite
Tailored features for retail investors and high-frequency day traders.
Asset Fund Administration
Administers the allocation and performance of assets held within various dedicated funds.
Predictive Modeling
Mapping out various outcomes through performance modeling, yield forecasting, and scenario analysis.
Compare
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FAQ
PMplus FAQs
PMplus is a comprehensive portfolio management system that integrates a wide range of functionalities essential for modern wealth management firms. Its core portfolio management capabilities are enhanced with integrated CRM for client relationship tracking, order and risk management modules, and sophisticated tax reporting tools. A key feature is its built-in compliance support for Swiss financial regulations like FINSA and FINIA, as well as international standards like FATCA. This all-in-one approach aims to streamline operations, ensure regulatory adherence, and provide a holistic view of both client relationships and portfolio performance.
This system is designed for Swiss-based wealth managers, asset managers, and independent financial advisors who require a robust platform that combines portfolio management with strict regulatory compliance. It is also suitable for firms with an international clientele needing to navigate cross-border regulations like FATCA.
PMplus is listed in Investment Management Software.
PMplus is listed with SuisseTechPartners as the vendor.
Buyers often compare PMplus with other Investment Management Software tools such as Foundersuite, StockMarketEye, AppFolio Investment Management, Social Security Timing. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for PMplus.
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