PSplus Wealth Manager (VM) is our core product and the ideal wealth management software for Family Offices, Asset Managers, Banks and Foundations. As well as representing liquid assets, PSplus-VM depicts shares, real estate and other illiquid assets and consolidates complex asset structures.
The modules Advisor Portal and Client Portal support in addition the complete process chain in asset management. Here you decide yourself whether you wish to implement a tailor-made solution or remain closer to the standard.
Our Interfaces enable the interconnection to various well-known custodian banks, suppliers of quotes and securities master data as well as to financial accounting systems.
Via Order Manager, orders in Fix and SWIFT format can be transmitted via our partner Patronas to custodian banks and brokers. Further components such as, for example, asset management fees and diverse financial controlling instruments, round off the PSplus scope of supply.