PM1e

PM1e is an intelligent wealth management software designed to enhance front- and mid-office operations for various businesses. According to the vendor, it offers a comprehensive set of capabilities for portfolio management, investment advisory, client relationship management, order management, analytics & reporting, and client engagement. PM1e is said to cater to professions and industries such as wealth managers, portfolio managers, investment advisors, relationship managers, compliance officers, and financial services providers.

Key Features

Portfolio Management: According to the vendor, PM1e provides a consolidated view of total wealth with over 600 risk/performance figures, a configurable dashboard, and near real-time transactional data for liquid and illiquid asset types.

Client Relationship: PM1e is said to offer a 360° view of client KYC for wealth management, integrated lifecycle processes, and coverage of key regulatory and due diligence requirements.

Investment Advisory: The vendor claims that PM1e identifies client goals and objectives, generates tailored investment solutions through portfolio simulation, and ensures compliance with MiFID II regulations and reporting.

Order Management: According to the vendor, PM1e facilitates single and bulk order capture of various securities, payments, FX, money market, and derivatives, supporting both exchange traded and over-the-counter products with pre-trade restriction validation.

Analytics & Reporting: PM1e is said to feature a data analytics engine for computing multi-faceted analytical reports across all available data sources, along with professional client report production and flexible layouts.

Client Engagement: According to the vendor, PM1e offers a full-service client portal with asset and performance viewing, cashflow projections, position analysis, document download, encrypted communications, and notifications across web, tablet, and mobile platforms.

API Integrations: PM1e is said to allow seamless integration with existing systems and processes through API integrations with hundreds of applications.

Multi-Custody Consolidation: The vendor claims that PM1e provides comprehensive portfolio management with full multi-custody consolidation.

Regulatory Compliance: According to the vendor, PM1e ensures timely coverage of all major regulations, enabling financial institutions to stay compliant.

Secure Data Encryption: PM1e is said to ensure secure data encryption at all levels to protect sensitive client information.