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features
design
support

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Write a Review

Description

Instantly receive payments directly into your bank account, complete with automatic invoice reconciliation that connects effortlessly to your preferred accounting software. With Crezco, you can send or receive international payments straight from your existing local bank account, eliminating the hassle of setting up virtual IBANs or local wallets. The integration with major accounting platforms ensures a user-friendly account-to-account payment experience. Our API is tailored to simplify processes for your team, allowing customers to send and receive payments immediately. Users can initiate a batch payment with just one authentication step, and each transaction is clearly listed as individual entries on bank statements. Moreover, Crezco can seamlessly integrate and recognize CSV files from widely-used accounting and payroll systems, while also providing the option to manually import files when necessary. This versatility ensures that your financial operations remain efficient and straightforward, catering to various user needs.

Description

PM1 is employed by numerous leading private wealth management banks worldwide to oversee assets on an international level, utilizing various booking centers. Its fundamental advantages stem from PM1's provision of the most extensive features available in the front-/mid-office software category, which facilitates complete life-cycle management within the private banking sector. This encompasses everything from comprehensive client regulatory compliance to consolidated reporting across multiple booking centers, all while delivering an exceptional user experience. PM1 stands out as the sole software solution capable of fulfilling the expectations of contemporary banks that seek a blend of digital excellence and personalized service. Additionally, recognizing that no software operates in a vacuum, PM1 boasts top-tier interfacing capabilities that allow seamless integration with essential banking systems, order execution platforms, and a wide range of commonly employed applications. Furthermore, hosting solutions are flexible, offering options that include on-premise installations, the PM1 Cloud, and collaboration with the Finstar Open Banking platform for enhanced accessibility and performance. Ultimately, PM1 not only meets but exceeds the multifaceted needs of the modern financial landscape.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Apiax No 
OpenCart Yes 
PayPal Yes 
PrestaShop Yes 
QuickBooks Online Yes 
Sage 100 Yes 
Stripe Yes 
Wise Yes 
WooCommerce Yes 
Xero Yes 
Zoho Books Yes 

Integrations

Apiax Yes 
OpenCart No 
PayPal No 
PrestaShop No 
QuickBooks Online No 
Sage 100 No 
Stripe No 
Wise No 
WooCommerce No 
Xero No 
Zoho Books No 

Pricing Details

$12.68 per month
Free Trial No 
Free Version Yes 

Pricing Details

$30000 one-time payment
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Crezco

Founded

2020

Country

United Kingdom

Website

www.crezco.com

Vendor Details

Company Name

Expersoft Systems

Founded

1992

Country

Switzerland

Website

www.expersoft.com/solutions

Product Features

Payment Processing

ACH Check Transactions No 
Bitcoin Compatible No 
Debit Card Support No 
Gift Card Management No 
Mobile Payments No 
Online Payments No 
POS Transactions No 
Receipt Printing No 
Recurring Billing No 
Signature Capture No 

Product Features

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management Yes 
Commodities Yes 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management No 
Risk Management Yes 

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