SuisseTechPartners is a software provider that offers a cloud native portfolio management system suite called PMplus for external asset managers, family offices, asset managers, funds managers, private banking, wealth managers, insurance companies, private equity & pension funds.

PMplus^® is delivered on a fully cloud-native basis and is ideally suited for asset management firms that are engaged in global multi-asset, multi-strategy investing. Our platform provides full coverage, from managed portfolios to unitized NAV funds and partnership accounting, with multiple-layers and look-through; PMplus^® includes complete global instrument coverage with industry leading flexibility, enabling new attributes to be easily defined within the security master for private equity investments and real-estate. PMplus^® provides a single source of data for all managers and employees and integrates valuation and exposure reporting across positions including leverage, collateral, shorts and derivatives.

Where required, clients can access their portfolios via a simple and secure URL that you can share. New user documentation for purposes such as KYC is integrated, with full support for electronic signatures and periodic relationship reviews. Using our built-in analytic tools, Managers can review exposure across different strategies by using multiple grouping levels that the user has total flexibility to define. PMplus^® already has more than one hundred market and bank interfaces and adding additional connections is straightforward.

Why work with us

PMplus is an end to end solution covering the Front, Middle & Back Office Operations

• Advanced Client Reporting & BI Analytics
• Order & Trade Capture Management
• Derivatives & Collateral Management
• Cash Projection, Cash Flow Monitoring & Reporting
• Fund, Partnership and Portfolio Accounting
• Automated Reconciliations across multiple counterparties (Brokers, Custodian, TA, FA)
• Regulator Compliance including ESG, and Investment Restriction Monitoring
• Risk Management/Value at Risk
• Performance & Attribution/Contribution

PMplus is ideally suited for professional managers who buy and sell investments along with a broad range of advanced portfolio management techniques.

Key Benefits

• Significant cost reductions in Core Banking System licenses & other financial applications through the replacement of multiple legacy systems
• Accounting systems for local and international activities (CH/US/EU/UK/IFRS/US-GAAP)
• Engine for International Tax processing & Fiscal Reporting
• State of the art Technology, Platform and Database programming languages and development tools with high IT security