RFP News

Published on Nov 01, 2010

SIX Telekurs Ltd, a provider of financial information, announces its strategic partnership with Expersoft Systems AG, a global vendor of portfolio and wealth management platform solutions.

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.

Expersoft PM1e is a modular software platform for optimizing 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.

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.”**

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