With password-protected login, firewall protected servers and the same encryption technology (128 bit SSL) used by the world's top banks, we have the security elements in place to give you peace of mind.

Make Your Brand Stick Out

Make Passiosoft PCFM your own by adjusting your statements to a design and color scheme specific to your business.

Manage Investors, DRs and EMDs

Manage all contacts from one place, get a clear overview, and build better relationships.

Responsive Design

Passiosoft PCFM is fully functional across various screen sizes and devices.

Audit Trail

Passiosoft PCFM keeps track of all changes.


Reduce manual effort by automatically generating investment statements.

Cloud Based

No need to install software on your device.

Client-Side Portal

Your clients view their statements, and can edit their contact information.


Easily export all account information with a click of a button.

In the pipeline


Serve your customers in their language.