infina | Innovation for Finance

PM1

What Is PM1?

PM1 is a wealth management application, preferred by family offices, holding companies, foundations, and private banking institutions across multiple continents, which allows for the centralized management of all financial and non-financial assets in line with international standards.

What We Offer?

With PM1, you can conduct the necessary risk analyses to make informed investment decisions under volatile market conditions and manage transactions securely within the predefined constraints you set.

Family Offices

With PM1 Portfolio Management, you can monitor, analyze, and generate management reports for all your financial assets and accounts, alongside non-financial assets such as real estate, artworks, or racehorses.

Portfolio Management Companies

With PM1, you can simultaneously analyze investment and pension funds while managing and reporting on all corporate and individual client portfolios.

Learn More

Would you like to learn more about our tailor-made solutions for your institution?

 

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