We build infrastructure for Private Markets
Connecting digital processes for distribution and settlement — efficient, secure, scalable.
The market for private markets products is growing rapidly, driven primarily by ELTIFs. Yet the essential infrastructure required for efficient, error-free subscription and settlement is still missing in many areas
Documentation, deadlines, and particularly the direct booking into client custody accounts can hardly be mapped within existing systems. PMX closes exactly this gap. We link distribution and settlement processes seamlessly, digitally, and without media disruptions. This enables you to focus on what truly matters: your clients.
Product & Services
PRIMARY Invest
PRIMARY Invest provides self-directed investors and financial intermediaries with a fully digital and intuitive solution for the subscription and settlement of private markets products.
The entire process — from product selection, to suitability and appropriateness checks, all the way to booking into the custody account — runs fully automated, legally compliant, and without paper-based steps or media breaks.
Key features:
Digital subscription process without manual intermediate steps
Scalable settlement, ideal for illiquid products
Seamless end-to-end process down to custody booking
Automated compliance checks for greater security and fewer errors
Flexible deployment as a self-service or white-label solution for intermediaries
PRODUCT & SERVICES
PRIMARY Standalone
PRIMARY Standalone enables fully digital custody booking for private-markets transactions — flexible, secure, and independent of existing settlement systems.
Orders for fund units are placed via an intuitive online form. Payments are reliably managed after the revocation period, and the platform then ensures the automated transfer of the fund units into the respective target custody account.
Thanks to its modular architecture, PRIMARY Standalone can be seamlessly integrated into existing workflows. It helps you keep track of deadlines, payment flows, and transfers at all times.
The solution delivers efficient processing, generates clear operational value, and enables scalable growth of your private-markets business.
Key features:
Independent of existing custody structures
Seamless integration into existing processes and systems
Advantages
PRIMARY Invest & Standalone:
Solutions for all relevant market participants
Who We Serve
We develop solutions for these players!
Self-directed investors
Financial advisers and wealth managers
Issuers
Banks
SO funktionierts
Zeichnung mit PMX in 90 Sekunden – inklusive KYC und Dokumentenstrecke
FAQ
Good to know:
Frequently asked questions
1. What is PRIMARY Invest and what can I use it for?
2. Which products can be subscribed via PRIMARY Invest?
3. Is the subscription process via PRIMARY Invest legally compliant?
4. How does the digital appropriateness and suitability assessment work?
5. Can self-directed investors use PRIMARY Invest?
6. How do financial advisers use PRIMARY Invest with their clients?
7. Is a custody account required?
8. What advantages does PRIMARY Invest offer compared to a traditional subscription process?
9. How long does a digital subscription take?
10. How is documentation for advisory obligations generated?
11. Can banks and wealth managers integrate PRIMARY Invest into their processes?
12. What technical prerequisites are required?
13. How are data protection and security ensured?
14. What does PRIMARY Invest cost?
15. How can I test PRIMARY Invest or request a demo?
Can’t find your question here? Feel free to contact us.
CONTACT