What Expersoft does

Expersoft Systems AG is a Swiss-based, family-owned provider of wealth and asset management software, headquartered in Steinhausen with seven offices across Europe, Asia and the Middle East. Its core platform, PM1, delivers an integrated suite covering portfolio management, order management, CRM, compliance, reporting and valuation, and is offered as both a cloud (PM1 Cloud) and on-premise deployment. The platform connects to 250+ custodian bank interfaces and supports 127,000+ client users managing 3 trillion CHF of AUM across 38 countries, processing 15 million transactions in 2025. A second product line, AM-One, extends the same workflow core into a multi-tenant SaaS offering aimed at smaller external asset managers and independent wealth managers.

The technology architecture is a vertically integrated wealth platform rather than a horizontal toolkit: rebalancing, valuation, mobile trading and CRM modules are built natively into PM1 rather than stitched together from third parties, which deepens functional coverage but raises integration effort for clients. A 10x Valuation Engine (2025) and Next-Gen Mass Rebalancing with mobile security-trading capability (2026) are the most recent capability upgrades, signaling a move up the stack toward advisor-facing execution surfaces. Business model is enterprise SaaS and on-premise licensing, sold primarily to private banks, family offices, independent wealth managers and institutional asset managers through direct sales and channel partnerships such as the EAM.Technology integration under VSV-ASG Radar 2024.

Revenue mechanics are anchored in multi-year enterprise contracts, per-user pricing, and bank-integration fees, with the on-premise tier likely contributing perpetual license plus maintenance economics and the cloud/AM-One tier contributing recurring ARR. Geographic and segment diversification across 38 countries and four customer archetypes limits single-account dependency, while the dual deployment model shortens sales cycles for cloud-native buyers and preserves the on-premise option for regulated banks with restrictive IT policies.

Name

Expersoft

Legal name

Expersoft Systems AG

Website

https://expersoft.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

251–500 employees

Short description

Expersoft Systems AG is a Swiss, family-owned vendor of PM1 — an integrated wealth and asset management platform covering portfolio management, order management, CRM, compliance and reporting — serving private banks, family offices and asset managers across 38 countries.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Software Publishers (5132), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Enterprise Performance Management (EPM) & FP&A Platforms (HDAEAEAK)

akta.pro secondary industry

ERP Managed Services & AMS (Application Management) (BPAEAGAB)

Keywords

• Wealth management software
• Portfolio management platform
• Investment management solutions
• Asset management software
• Custodian bank integration

Headquarters

HQ city

Steinhausen

HQ country

Switzerland

HQ region

Europe

Offices7 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. PM1 Cloud (SaaS): Premium SaaS investment management platform with dedicated, secure data tenants, bespoke configurations, deep integrations, and institution-grade scalability. Full flexibility across modules, reporting, data management and APIs.
2. PM1 On Premise: On-premise deployment option for firms requiring full control over infrastructure, data residency, and security. Packaged and deployed within client infrastructure or private cloud.
3. AM-One (Multi-tenant SaaS): Streamlined multi-tenant SaaS solution optimized for smaller and mid-size independent asset and wealth managers with shared asset universe, best-practice pre-configured setups, and standardized reporting.
4. Professional Services: Implementation, configuration, and consulting services for platform deployment and customization.
5. Hosting and Back-Office Services: World-class hosting, support and back-office services included in service delivery.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

Expersoft develops and sells PM1, a modular investment management platform that consolidates portfolio management, real-time analytics, order management, compliance, CRM, and reporting into a unified system for wealth and asset managers. The company also offers AM-One, a streamlined multi-tenant SaaS solution tailored for smaller independent asset and wealth managers. Deployment options include PM1 Cloud (premium SaaS), PM1 On Premise, and integration with over 250 custodian banks and core systems.

Product overview

Expersoft delivers a unified, modular investment management platform with PM1 at its core, combining portfolio management, risk analytics, trading, compliance, CRM, and reporting into a single system. PM1 is available as a cloud-based SaaS (PM1 Cloud) or on-premise deployment, while AM-One provides a streamlined multi-tenant SaaS option for smaller wealth managers. Key modules include Mass Rebalancing, Valuation Engine, Reporting & Client Access, Order Management, Portfolio Management, Client Relationship (CRM), and mobile apps for iOS and Android. The platform integrates with over 250 custodian banks and supports major regulatory frameworks including MiFID II, FIDLEG, and GDPR.

Differentiator

Problem solved

Functional benefit

Brands

• PM1: The core investment management platform providing portfolio management, risk analytics, compliance, order management, client relationship management, and reporting in a unified system.
• AM-One
• PM1 Cloud
• PM1 On Premise

Products and services

• PM1 PM1 is a modular investment management platform that combines portfolio and order management, governance, compliance, client reporting, and digital engagement into a unified system for wealth and asset managers, banks, family offices, and institutional investors.
• PM1 Cloud Premium SaaS investment management platform offering maximum flexibility with dedicated secure data tenants, bespoke configurations, deep integrations, and institution-grade scalability. Ideal for firms with complex mandates, sophisticated investment processes, or rapid international growth.
• PM1 On Premise On-premise deployment option for firms requiring full control over infrastructure, data residency, and security. Packaged and deployed within the client's own infrastructure or private cloud with complete ownership of data, system configuration, and operational processes.
• AM-One Streamlined multi-tenant SaaS solution optimized for smaller and mid-size independent asset and wealth managers. Provides shared asset universe, best-practice pre-configured setups, industry-standard reporting, and professional digitization of operations.

Quantifiable outcome

• 38% annual growth in AuM managed by banks via PM1 in 2025
• +3 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

AI capability1 record

Feature9 records

Partnerships

Five partnerships are on record, tiered core and minor.

• Various Custodian Banks (250+)coreTechnology or IntegrationOver 250 fully automated custodian bank interfaces including UBS, Julius Baer, Credit Suisse, Bank J. Safra Sarasin, Pictet, Lombard Odier, Vontobel, LGT, and many more. Interfaces support transaction data feeds, security order placement, and FX order placement across global locations.
• Core System Providers (85%+ of leading global systems)coreTechnology or IntegrationReal-time bidirectional transactional interfaces covering 85% of the leading global core systems. STP routing available via FIX, SWIFT, and REST API.
• FinTech ProviderscoreTechnology or IntegrationInterfaces to fintech providers including seamless connectivity to trading platforms, risk engines, analytics systems, KYC/AML services, payments, and digital onboarding systems.
• EAM.TechnologyminorStrategic or Co-development PartnerCo-created VSV-ASG Technology Radar 2024 with Swiss Association of Wealth Managers, conducting in-depth surveys and provider evaluations for wealth management industry analysis.
• Swiss Association of Wealth Managers (VSV-ASG-SAM)minorStrategic or Co-development PartnerCommissioned the VSV-ASG Technology Radar 2024, a comprehensive analysis of the WealthTech ecosystem, with Expersoft participating as one of 21 Swiss-based WealthTech providers surveyed.

Scale indicators12 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Addepar: Addepar is a US-headquartered wealth management technology platform serving family offices, RIAs, private banks, and institutional investors with portfolio analytics, reporting, and data aggregation. While more US-focused, Addepar increasingly competes for global multi-family office and large wealth manager RFPs, offering a modern cloud-native alternative to Expersoft's PM1.
• Avaloq: Avaloq is a Swiss-headquartered provider of core banking and wealth management software to private banks and asset managers, including portfolio management, advisory, and compliance tooling. It is the most direct Swiss peer to Expersoft, sharing the same home market, customer base (private banks, family offices), and regulatory specialization (FIDLEG, MiFID II). Now majority-owned by NEC (acquired at ~$2.1B in 2017), it competes head-on in the same RFPs.
• Calypso Technology: Calypso Technology (now part of Thoma Bravo via Broadridge) provides cross-asset investment management, risk, and processing software for banks, asset managers, and insurance companies. Directly overlaps with Expersoft's order management, securities processing, and multi-asset capabilities, particularly in institutional and bank segments.
• SimCorp: SimCorp (now part of Deutsche Börse following the 2025 acquisition) provides investment management software (SimCorp Dimension) for portfolio management, compliance, risk, and reporting across asset managers, insurers, and pension funds. Directly competes with Expersoft's PM1 in the institutional asset manager and insurance segments with similar multi-asset, multi-currency capabilities.
• IMTF (Interactive Multimedia Trading Facilities): IMTF provides compliance, anti-money laundering, and wealth management software to private banks and family offices in Switzerland, Liechtenstein, and the broader EMEA market. Comparable to Expersoft in customer profile (private banks, MFOs) and regulatory coverage (MiFID, FIDLEG), though narrower in product depth.

Broad incumbents

• Temenos: Temenos is a Swiss-listed global banking software provider offering core banking, wealth management, and compliance solutions to retail, private, and corporate banks. While broader than Expersoft (full core banking vs. PM1's specialization), Temenos competes in the same Swiss and EMEA bank RFPs with overlapping wealth management capabilities.
• Envestnet: Envestnet (now private following the 2024 take-private) provides wealth management technology, data, and analytics platforms for advisors, banks, and institutions. While primarily US-focused, Envestnet overlaps with Expersoft's PM1 in portfolio analytics, reporting, and advisor workflows, and is a frequent competitor in large enterprise wealthtech RFPs.
• SS&C Advent (Geneva): SS&C's Geneva (formerly Advent) provides portfolio management, accounting, and reporting software (Advent Portfolio Exchange/APX) used by asset managers, hedge funds, and family offices globally. As part of SS&C's broader financial software portfolio, it overlaps with Expersoft's PM1 portfolio management, performance attribution, and reporting capabilities.

Regional players

• Finnova: Finnova is a Swiss banking software provider offering core banking, payment, and wealth management modules to regional and cantonal banks primarily in Switzerland and Liechtenstein. While more focused on retail/commercial banking than Expersoft's wealth management specialization, it competes for the same Swiss bank IT budgets.

Emerging players

• IMTC (Investment Management Technology Corporation): IMTC is a Swiss provider of portfolio management and reporting software for independent asset managers and family offices, similar in size and target market to Expersoft's AM-One segment. Direct overlap in the EAM (External Asset Manager) segment in Switzerland, Liechtenstein, and other DACH markets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/expersoft
• LinkedInlinkedin.com/company/expersoft-systems-ag

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Expersoft