ranQ
ranQ
ranQ
DirectoryIndustriesPlacesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The leading AI company directory, built to boost AI visibility.

DEENFRIT
Product
  • Pricing
  • Directory
  • Industries
  • Trust Score
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryIT & CommunicationSoftware DevelopmentSteinhausenExpersoft Systems AG
Expersoft Systems AG Logo
Verified· 3 sourcesTrust Score
Summary

About the company

The core activity of Expersoft Systems AG is the development and provision of software solutions for wealth management, particularly for private banking, asset management, family offices and institutional investors. The software includes functions such as portfolio management, customer relationship management, investment advice, order management, analysis and reporting. The company offers an integrated platform that enables the transformation and digitization of all front and mid-office operations.

AI-generated
Offering

Products & services

Industry:Software Development
✓ Offered10
Investment Management Platform (PM1)
Modular investment management platform for banks, wealth managers, family offices and institutional asset managers; covers portfolio management, order management, CRM, reporting, compliance and trading.
Investment Management Software for Banks
Bank-ready end-to-end software for discretionary and advisory mandates; connects portfolio administration, compliance, reporting, client access, order management and mass rebalancing.
Investment Management Software for Independent Wealth & Asset Managers
Software for independent wealth managers with automated workflows, regulatory compliance, digital client portals, reports and analytics functions for portfolio and relationship management.
Investment Management Software for Single Family Offices
Software for single family offices for managing complex private assets, trust structures and governance processes; with portfolio overview, risk analysis and multilingual reporting.
Cloud Software (PM1 Cloud)
SaaS platform with dedicated, secure tenants; offers configurable workflows, integrations, automation, reporting, data management and APIs for growing complex businesses.
On-Premise Software (PM1 On-Premise)
On-premise deployment for customers with their own infrastructure or private cloud; supports full control over data, configuration, security policies, customisation and integrations.
Integration of Bank and Market Data
Connection of more than 250 custodian bank and market data sources for aggregating trades, positions and prices for reporting and analysis.
Portfolio and Order Management
Portfolio management, discretionary portfolio construction, order management and rebalancing for strategic target settings and different mandates.
Reporting and Client Access
Client portals, apps and institutional reporting for clients, boards of directors and regulators; supports transparency, access and multilingual reports.
Compliance and Governance Software
Advisory simulations, compliance processes and governance support to meet regulatory requirements, risks and benchmark metrics.
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
4.4/5

Expersoft Systems AG

Trust & reputation

ranQ Trust Score of Expersoft Systems AG: 4.4 out of 5.0

Trust Score4.4/ 5.0

Very high

x

Data basis 96% · As of October 2026

Expersoft Systems AG scores 71.3 out of 100 points in the Reputation area of the ranQ Trust Score. This area carries 42% of the weighting.
x
CriterionValueWeight
  • Review quality: The average rating across all connected sources, smoothed against the industry mean. So 5.0 stars from three reviews do not outrank 4.7 from three hundred.78.124%
  • Review volume: The number of reviews across all sources. The scale is logarithmic: the first reviews count the most, and the maximum is reached at 50 reviews.49.510%
  • Review recency: The age of the most recent review. Two-year-old reviews deliberately sit in the middle, because that is normal for Swiss SMEs. Only after three years without a new voice does the value drop markedly.78.08%
Expersoft Systems AG scores 95.8 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.96.07%
Expersoft Systems AG scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).83.322%
Expersoft Systems AG scores 94.3 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.94.34%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Expersoft Systems AG reaches a ranQ Trust Score of 4.4 out of 5.0 — rated «Very high». The rating draws, among other things, on 5.0 out of 5 stars from 6 customer reviews. The data basis is 96%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 6 reviews across all connected sources

Sources
GGoogle56
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Knowledge

No knowledge articles yet

Once Expersoft Systems AG has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

Expersoft Systems AG in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank Expersoft Systems AG by reviews, experience and specialisations.

Is this your company?

Claim the company profile of Expersoft Systems AG to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Hinterbergstrasse 20
6312 Steinhausen
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-107.438.705
Founded
1994 · 32 years
Last commercial register change
October 22, 2025
Employees
101 to 500
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

    Similar companies

    MA
    m2Wealth AG
    Steinhausen
    NG
    nextVision Group GmbH
    Steinhausen
    MS
    MyDesq Services SA
    Cham
    TA
    TASSTA AG
    Baar
    RA
    reamis ag
    Baar
    VA
    vestr AG
    Zug
    GA
    GSPC AG
    Neuheim
    TA
    Tradoo AG
    Zug