What is the purpose and functionality of PMplus? PMplus is a marketing-led, cloud-native investment portfolio management platform developed by experts in the industry. It offers a range of solutions for wealth and asset management and administration. With PMplus, you can effectively manage various funds, including audit fees, director fees, management fees, and performance fees. There are two methods for calculating fees: High Watermarks and Scales. The platform allows for easy computation and recalculation of your net asset values (NAVs) at any time. It provides wealth managers with a variety of features, such as user-defined groups, onboarding and migration tools, and digital reconciliation of custodian remarks with workflow, productivity, and risk analytics. You can also generate high-quality reports in the language and character set of your choice. PMplus serves as an asset account record-keeper for administrators, custodians, and trustees. Their solution engineers work closely with you to determine the best setup for your business, including integration with your existing international infrastructure and procedures. Additionally, they offer solutions such as shadow NAV accounting and compliance reporting for cases where multiple administrators need to be consolidated for trustees.
