SuisseTechPartners

Family and multi-family offices running on legacy systems often face a fundamental mismatch: their operational complexity outgrows the tools built to serve retail wealth managers. SuisseTechPartners addresses this directly with PMplus, a cloud-native portfolio management platform built from scratch for asset managers, wealth managers, and asset servicers, with family and multi-family offices explicitly named as a target segment.

PMplus operates as a front-to-back system, meaning a single platform covers the full workflow from order management to reporting and reconciliation. The platform is Unicode-based and deployed as a single global instance, which allows firms operating across multiple geographies to run without separate regional installations. Key capabilities include:

• AI-assisted document parsing and cash flow monitoring with user-defined test criteria
• Automated reconciliation using both third-party specialist services and in-house tools
• Cloud-native architecture built on Oracle DB and open-source components, with ISO/IEC 27001:2022 certification
• Remote implementation with migration support, targeting fast time-to-production
• Coverage across fund administration, custody, trustee functions, and wealth management in one system

SuisseTechPartners is a privately funded fintech with offices across Geneva, Luxembourg, the UK, Singapore, Hong Kong, Hanoi, and Kosovo. That geographic spread suggests capacity to support multi-jurisdictional family office structures, though the firm does not publicly disclose client counts, AUM tracked, or pricing. Buyers evaluating PMplus should expect a structured sales and implementation process rather than self-serve onboarding, and should request reference clients comparable in complexity to their own structure before committing. The platform is best suited to family offices with institutional-level operational requirements, particularly those managing fund structures or operating across multiple regulatory jurisdictions.

• Portfolio management across asset classes and geographies
• Automated reconciliation and cash flow monitoring
• Fund administration and trustee/depositary oversight
• Client and internal reporting
• KYC and ESG data management
• NAV calculation and fund accounting

• Cloud-native single global-instance deployment
• AI/machine learning for document parsing and reconciliation
• Cash flow monitoring with user-designed test criteria
• Unicode-based multi-geography support
• Front-to-back workflow from order management to reporting
• Remote installation with migration support
• Oracle DB foundation with open-source and commercial plug-ins
• KYC, ESG, and NAV functionality
• ISO/IEC 27001:2022 certification

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, Fund Managers.

Remote implementation support with close collaboration during installation and migration.

Remote installation approach covering hosting and migration, planned and executed with the client team.