Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Expedient remains dedicated to delivering the efficiencies necessary to enhance your business operations. Our focus is on process automation and refining current procedures, allowing you to prioritize what truly matters for your company and its clients. With a history of fostering innovation, our team of industry professionals and software engineers simplifies business processes, leading to savings in indirect costs for you. Specializing in seamless, real-time integration with your existing systems, Expedient has established a strong brand built on our commitment to customer support. We aim to create enduring partnerships, continually working to make life easier for individuals so they can excel in their areas of expertise. Our clients can always count on us for expert guidance and top-notch service. At Expedient, we genuinely care about your business, which is why customer service lies at the heart of our mission, ensuring that our clients feel valued and supported in their endeavors. By prioritizing your needs, we aspire to contribute to your overall success and satisfaction.
Description
SuisseTechPartners, a market-leading cloud-native Portfolio Management System, was developed by industry experts with decades-long market experience. PMplus is a front-to-back wealth and asset management system.
We offer a wide variety of products, including:
Portofolio management System
Accounting and Multi-jurisdictional NAV
Investment Book of Record
Partnership Accounting
OMS Order Management
IRM and Regulatory Compliance
Management Fees and Billing
Cash Management
Multi-asset class Integration
Data Management Platform
Reconciliation Services
Client Reporting and Web Portal
Customer Onboarding and KYC
GIPS Performance and VAR Modeling
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Expedient Software
Country
Australia
Website
expedientsoftware.com.au/software/
Vendor Details
Company Name
SuisseTechPartners
Founded
2012
Country
Switzerland
Website
www.suissetechpartners.com
Product Features
Logistics
3PL
No
Barcoding / RFID
No
CRM
No
Container Tracking
No
Cross Docking
No
Fleet Management
No
Inventory Management
No
Order Management
No
Purchasing
No
Scheduling
No
Shipping Management
No
Transportation Management
No
Product Features
Financial Management
Budgeting & Forecasting
No
Cash Management
No
Consolidation / Roll-Up
No
Currency Management
No
Financial Reporting
No
Investment Management
No
Project Management
No
Revenue Recognition
No
Risk Management
No
Tax Management
No
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No