SuisseTechPartners – PMplus®
SuisseTechPartners (STP) is an innovative technology company with offices in Singapore, Hong Kong, Vietnam, India, Switzerland and Luxembourg. We are specialized in cloud native FinTech solutions to Wealth Managers, Asset Managers and Asset Servicers.
Service / Solution / Project Description :
STP’s core solution is called PMplus®. This solution is predominantly a Portfolio Management system providing actors in the financial industry a cloud-based (cloud native), totally secure solution to manage the full range of asset portfolios, while maintaining compliance to international regulatory requirements. PMplus® provides accurate, real-time reporting across multiple data sources, including: pricing vendors; asset managers; and, custodian banks.
PMplus® is easy to install and is accessed via a secure cloud hosted network. While the system provides a highly efficient portfolio management and reporting solution, security and privacy are fully integrated into core of the application, including anonymization of member data at user-level, where required.
In brief, PMplus® PMS covers: Portfolio valuation; Portfolio consolidation; Order management across Multi Assets Classes; Cash flow projection / Financial Planning; Multi-custodian management and reconciliations; Corporate actions; Performance Measurement; Integrated General Ledger; Tax handling with ‘average’, FIFO and ‘lot accounting’ options; Compliance limits and reporting; Multi Country, Multi Language; and, Fully configurable user-access parameters.
Portfolios can be reconfigured and revalued on a real-time basis, providing immediate and accurate answers to client’s questions. Performance Measurement offering index/comparative attribution enables identification of underperforming assets/asset-classes across the client’s entire portfolio. Consolidated reporting provides standardized statements for the family/members, regardless of the underlying custodian’s format and classification.
Head of Business Development