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.