About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

SIX Telekurs and Expersoft Systems Announce Strategic Partnership

Subscribe to our newsletter

SIX Telekurs has signed a strategic partnership with Expersoft Systems, a global vendor of portfolio and wealth management platform solutions. The agreement allows the two companies to combine their cutting edge solutions, thereby offering small and medium sized independent providers of wealth management services for high net worth individuals (HNWI) and institutional clients a unique product range.

Due to this partnership, independent wealth managers can now benefit from an affordable package that integrates real-time financial information and PEP compliance checks with portfolio and relationship management functionalities. PEP-Check allows periodic checks of existing client relationships and supports onboarding of new clients with regard to compliance with anti-money laundering and anti-terrorism laws.

Markus Benz, head of partner business, SIX Telekurs, says: “We are pleased to offer our data through Expersoft’s PM1e software. Its analytical capabilities and state-of-the-art reports will allow Expersoft users greater flexibility in using SIX Telekurs information products to run their business in a more effective way.”

Urs-Peter Oehen, Expersoft’s chairman and CEO, explains: “This partnership will be a boost in terms of the options we can offer independent wealth managers everywhere. It provides them with an affordable solution for accessing real-time financial information seamlessly whilst using the exceptional range of wealth management tools offered by the Expersoft PM1e platform.”

Expersoft PM1e is a modular software platform for optimising the analysis, planning, execution, and evaluation of investments and for managing HNWI client relationships centrally. The seamless integration of SIX Telekurs’ Valordata Feed (VDF) and PEP-Check information into PM1e enables a clean and straight-forward alignment of portfolio management functionalities with securities and compliance data.

Due to the permanent updating of the financial information in SIX Telekurs’ VDF, PM1e users can rest assured that valuations of securities are carried out automatically and correctly. Through out-of-the-box interfaces, PM1e enables the direct electronic exchange of orders and settlement data with a multitude of booking centres.

This unique combination of portfolio management and data feeds is also offered as a hosted solution (Software as a Service, SaaS) that is attractive to customers without an in-house IT department. Here, the application is not installed and maintained on the customer’s premises, but hosted and maintained in a specialised data centre.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Detecting and preventing market abuse

Market abuse – unlawful disclosure of inside information, insider trading, circular trading, “pump and dump” schemes, etc. – poses significant threats to the integrity of capital markets. In 2024, global trading house Trafigura agreed to pay a $55 million fine to the U.S. Commodity Futures Trading Commission (CFTC) for trading with non-public information, manipulating a...

BLOG

Reporting Seen Among Use Cases Benefiting from Cloud-based Data Management for AI

Artificial intelligence is being adopted by financial regulators at pace, putting pressure on the financial institutions that the overseers serve to double down on their reporting capabilities. It’s no surprise to find that the same AI that’s helping regulators can aid organisations in getting those reporting procedures in place. To do so, however, they need...

EVENT

AI in Capital Markets Summit New York

The AI in Capital Markets Summit will explore current and emerging trends in AI, the potential of Generative AI and LLMs and how AI can be applied for efficiencies and business value across a number of use cases, in the front and back office of financial institutions. The agenda will explore the risks and challenges of adopting AI and the foundational technologies and data management capabilities that underpin successful deployment.

GUIDE

Trading Regulations Handbook 2021

In these unprecedented times, a carefully crafted trading infrastructure is crucial for capital markets participants. Yet, the impact of trading regulations on infrastructure can be difficult to manage. The Trading Regulations Handbook 2021 can help. It provides all the essentials you need to know about regulations impacting trading operations, data and technology. A-Team Group’s Trading...