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Bobsguide > Companies > Expersoft Systems AG > Products > PM1e Investment Proposal System

Expersoft Systems AG

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Expersoft Systems AG (HQ Switzerland) Head Office

Riedstrasse 13
Cham/Zug
CH

Expersoft Systems Middle East Office

Al Moosa Tower 1, 20th Floor Sheikh Zayed Road P.O. Box 73256
Dubai
AE

Expersoft Systems Asia Office

50 Market Street # 10-04
Singapore
SG

Telephone

00497459915635

Contact

Thorsten Weinrich
[email protected]
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PM1e Investment Proposal System

Provides full support for the investment proposal generation process at the point of sales. Allows the front office to quickly create customized investment proposals tailored to clients’ personal circumstances and risk profiles. Supports the creation of reports and records for future review.

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PM1e Portfolio Management Basic

Provides portfolio valuation and performance calculation for current and historical values and key figures. Portfolios can include any valuable goods. Structured products can be deconstructed according to various criteria using a powerful unbundling function. Supports individual fee models.

PM1e Customer Relationship Management (CRM)

Collect and access all relevant client data in one place. Contact Manager for address and activity administration. Document Management for straight-forward document repository capabilities. Analysis for dynamic and individual reporting across the client base.

PM1e Benchmark & Performance/Risk Attribution

Tool for detailed, real-time evaluation of investment performance and risks. Compare investments to custom benchmarks and helps attribute and evaluate differences in performance and risk. Extensions for Performance Attribution, Risk Attribution, Value-at-Risk, and Efficient Frontier.
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