Founded in 2013, Dolfin is technology-savvy, independent, with a fresh approach. Providing custody, trading and asset management to both institutional and private clients, its focus is on helping wealth managers, private bankers and other financial advisers to start and grow their own business by sharing its infrastructure and services.
Dolfin, following a thorough vendor assessment process, selected and implemented Profile’s IMSplus and Axia as its end-to-end core wealth management platform, which replaced the existing platform, in order to experience flexibility and rich functionality while utilising the new technology to maximise agility in its own operations. The new platform aligns with the organisation’s objectives, making its infrastructure robust and scalable.
The Solution enables Dolfin to streamline trading, settlement and accounting processes (STP utilising SWIFT & FIX connectivity), API connectivity to external sources and utilise tools for performance & risk analysis, regulatory compliance and reporting throughout the business.