Name: PM1e
Price: 30000 USD
Author: Expersoft Systems

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

AI Development

Cross-Browser Testing

Functional Testing

PHP Frameworks

Development

Online Proctoring Software

Education

Business Intelligence (BI)

Case Management

Collaboration

Contract Analysis

Whistleblowing

Enterprise

Accounting

Financial Planning and Analysis (FP&A)

SaaS Spend Management

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

API Design

Change and Configuration Management

Cloud Storage

Cybersecurity Consulting

Data Center Backup

Data Center Cooling

Data Preparation

Data Warehouse

DevOps

Embedded Database

Fraud Detection

Function as a Service (FaaS)

Integration Platform as a Service (iPaaS)

Managed Security Service

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Requirements Management

Sensitive Data Discovery

User Virtualization

Virtualization Management

Website Hosting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Customer Advocacy

Email Marketing

Marketing Automation

Mobile Marketing

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Content Management

Sales

Identity Threat Detection & Response Software

Security

Apparel

Aviation

Direct Secure Messaging

Geographic Information

Healthcare Learning Management

Intelligent Document Processing

Mental Health

Practice Management

Simulation

Text Analysis

Vertical-Specific

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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.

Basic

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Premium

Platinum

RightCapital

ECOS

PM1e

Investment Portfolio Management

Expersoft Systems

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Investment Portfolio Management Software

PM1e

Overview

What is PM1e?