Online Investment Platforms

Services, which were previously available only to HNWI through wealth managers and private banks, are increasingly being offered to the affluent market segment. There is a growing demand for self-directed investment and trading products that are administered through third-party advisors or directly self-administered by consumers.

Expersoft PM1e Online Investment Platforms rely on an open and flexible architecture to support evolving cooperation models and provide users with an intuitive tool to take charge of their investments. Powerful white labeling and customization options allow you to differentiate screens, reports, products, rates, etc. based on distribution channel and user, thus providing turnkey solutions that will increase your market coverage.

To find out more about the PM1e components for Online Investment Platform solutions, follow this link.