According to Aite: “Independent wealth managers (IWMs) strive for closeness with their clients and have historically operated with a lightweight and simplistic technological footprint. Evolving regulations, client expectations, and competitive environments, however, have pushed IWMs to recognize the need for dedicated technology solutions. But where can IWMs look to find a bread-and-butter technology component that can meet their new needs without diminishing their advantages?”
Profile Software is featured in this report among the 10 Portfolio Management System Providers in Europe and Asia.
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