Financial information provider, SIX Telekurs, and platform solution provider, Expersoft Systems AG, have partnered to create products for small and medium-sized wealth managers that provide services for high net worth individuals and institutional clients.

The partnership will offer independent wealth managers what it views as an affordable package that integrates real-time financial information and PEP compliance checks with portfolio and relationship management functionalities, the companies said a statement.

“This partnership will be a boost in terms of the options we can offer independent wealth managers everywhere. It provides them with an affordable solution for accessing real-time financial information seamlessly whilst using the exceptional range of wealth management tools offered by the Expersoft PM1e platform,” said Urs-Peter Oehen, Expersoft’s chairman and chief executive.

Expersoft PM1e is a modular software platform aimed at optimizing the analysis, planning, execution, and evaluation of investments and for managing HNW client relationships centrally.