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Overview

The Wealth Management / Private Banking system provides Financial Institutions with rich, end-to-end functionality and the capability to streamline their operations, while offering superior and personalised services to their elite and demanding clientele. It incorporates powerful risk metrics to enable profgessionals deliver a premium service at all stages. The Wealth Management Solution can be used as stand-alone service or integrated into the existing infrastructure.

Key Features

Advanced client and relationship management tools at all stages

Prospects status tracking during the sales cycle 

Powerful KYC data collection workflows, profiling, scoring and user-friendly activities management

Multi-services support (execution, advisory, discretionary)

Service-based functionality for order management, proposal generation and rebalancing

Complete coverage of traditional banking and global investment products with flexible asset classification tools

Robust rules-based compliance engine to achieve effective risk control and compliance with regulations

Multi-level performance analysis following GIPS standards and risk metrics

Real time 360° client view and in-depth information through an extensive set of reporting views

Market Risk Analytics tools with risk indicators such as VaR and Stress Testing

Business analysis and top management reporting with 24/7 access to all data through web and mobile tools

Benefits

Provide a unique customer experience with a customised approach

Improve productivity and reduce operational cost

Make better-informed decisions by using the analysis tools provided

Streamline and improve communication with clients

Control and monitor risk at any time

Be proactive to market needs by delivering new products fast

Comply with international and local regulatory requirements

 Why the Wealth Management solution by Profile Software?


When flexibility and reliability are paramount to your business and your customers, this private wealth management software can streamline your operations, achieving cost efficiency and risk reduction, while market-tested tools ensure improved productivity and quality of service with optimised profit margins.