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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,806 companies indexed · Last updated: today
DirectoryIT & CommunicationSoftware DevelopmentSteinhausenExpersoft Systems AG
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Expersoft Systems AG

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.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 6 reviews across all connected sources

Sources
GGoogle56
★TrustpilotSoon
PProvenExpertSoon

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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

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