List of Expersoft PM1 Suite Customers
Steinhausen, 6312 ,
Switzerland
Since 2010, our global team of researchers has been studying Expersoft PM1 Suite customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Expersoft PM1 Suite for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Expersoft PM1 Suite for Asset and Wealth Management include: UBS, a Switzerland based Banking and Financial Services organisation with 106789 employees and revenues of $57.05 billion, Credit Suisse, part of UBS Group, a Switzerland based Banking and Financial Services organisation with 28840 employees and revenues of $23.47 billion and many others.
Contact us if you need a completed and verified list of companies using Expersoft PM1 Suite, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Expersoft PM1 Suite customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Credit Suisse, part of UBS Group | Banking and Financial Services | 28840 | $23.5B | Switzerland | Expersoft Systems | Expersoft PM1 Suite | Asset and Wealth Management | 2019 | n/a |
In 2019, Credit Suisse engaged Expersoft Systems' Expersoft PM1 Suite to provision its ProWealth1 sponsored access and custody platform for Independent Asset Managers in Switzerland. The Expersoft PM1 Suite was deployed as a vendor hosted and operated environment to deliver sponsored access and custody focused platform services under the ProWealth1 offering, aligning Credit Suisse with a managed platform model in the Asset and Wealth Management space.
The implementation configured the Expersoft PM1 Suite together with third party services to address Asset and Wealth Management operational workflows. Configuration emphasized portfolio management, custody workflows, order orchestration, reconciliation, and client reporting capabilities that are typical of institutional portfolio management systems, and automated accounting and reporting processes were applied consistent with PM1 capabilities.
Operational coverage targeted Independent Asset Managers serviced through Credit Suisse in Switzerland, with the platform hosted and operated by Expersoft Systems under a custody centric governance approach. Integrations were executed with third party services and custody interfaces to enable sponsored access and custody workflows, and vendor operation created centralized platform administration and service level governance managed by Expersoft Systems. Processes for custody access, client onboarding and operational support were adapted to align with the hosted service responsibilities and custody controls.
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UBS | Banking and Financial Services | 106789 | $57.1B | Switzerland | Expersoft Systems | Expersoft PM1 Suite | Asset and Wealth Management | 2012 | n/a |
In 2012, UBS implemented Expersoft PM1 Suite to support private banking and wealth operations. The deployment targeted Asset and Wealth Management workflows across Switzerland and global private banking operations, positioning Expersoft PM1 Suite as a portfolio and wealth-management application intended to improve client-centric collaboration and operational visibility.
The implementation centered on PM1 modules for portfolio management, client relationship workflows, case orchestration, and operational reporting. Module usage included PM1 with Whitestein LSPS integration for adaptive processes as cited in the case material, enabling adaptive case management, event-driven routing, configurable case templates, workflow rules, and audit trail capabilities.
Architecture and operational coverage were organized as a centralized PM1 instance servicing UBS private banking and wealth teams with country-specific configuration for Switzerland and global sites. The rollout oriented governance toward case governance and workflow change control, embedding role-based access, operational dashboards for visibility, and standardized process orchestration across relationship managers and operations teams.
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Buyer Intent: Companies Evaluating Expersoft PM1 Suite
- American Express, a United States based Banking and Financial Services organization with 75100 Employees
- Colt Technology Services Switzerland, a Switzerland based Communications company with 50 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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