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Profile Software eNewsletter Winter 2015

FMS.next major upgrade for Alternative Finance & Banking

New features for crowdinvesting

FMS.next’s recent major upgrade provides a richer than ever functionality to the alternative finance and banking organisation. The FMS.next P2P Lending (online marketplace) solution offers a comprehensive, reliable banking & investment like environment to crowdfunding platforms. It is competitively covering the needs of the crowdinvesting and crowdlending requirements for the online marketplace. Specifically, it incorporates advanced functionality for primary and secondary market operations, addressing the needs of alternative finance/crowdfunding platforms to provide their investors with total control over their placements.

The features incorporated in FMS.next capitalise on Profile Software’s proven experience and robust technological offerings in the banking and investment management sector. This combination provides all means and guarantees so that investors using FMS.next are not only able to subscribe to new opportunities, but they may also trade in the secondary market. This way, apart from fueling up borrowers needs and contributing to companies’ business plans, investors maximise their profits having total control over their investment portfolio at any time. This approach to the crowdfunding market supports the ongoing, active participation in portfolio management as well as the secure monitoring and management of investments.

In the alternative banking marketplace, the platform is also complemented by comprehensive tools that automatically handle the whole lifetime of facilities and lending process. Beginning at the origination stage in terms of workflows, document management and credit scoring and reaching up to the structured management of delinquencies, FMS.next constitutes a unique end-to-end offering for the alternative finance and banking sector.

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Technology to the service of IAMs/IFAs

One-stop-shop for wealth management professionals

Designed to assist Wealth managers to successfully grow their business and follow compliance requirements, Profile Software’s award-winning platform IMSplus is equipped with innovative features for efficient management of portfolios of any size or product mix. It is an one-stop-shop for wealth management professionals as it provides client onboarding functionalities, such as document management, risk & investment profiling tools, combined with sophisticated portfolio management capabilities including aggregated and segregated client reporting, multilevel performance analysis, risk exposure metrics as well as real-time valuations and rebalancing recommendations. IMSplus integration capabilities with custodians, ensure that operations are automated and streamlined.

With its recent upgrade and the built-in web and mobile services (IMSplus Web and IMSplus Mobility), IMSplus provides 24/7 access to clients’ data. It comes with cloud and SaaS deployment options enabling IAMs and IFAs to experience the system’s rich functionality while benefiting from a cost effective portfolio management platform that fully meets their operational requirements.

Follow the link below to read more on the system’s capabilities and how these can best meet your firm’s requirements.

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New Partners included in our International Network

Counting more countries

Ten more financial IT companies joined Profile Software's partners' programme to provide a dedicated customer service and local expertise to its established and growing clientele. The company already has a number of long-standing implementations in Europe, while expanding in the Middle East with the assignment of new projects for Insurance and Asset Management. These new partnerships include the regions of S.E. Europe and Asia (Romania, Ukraine, Serbia, Poland, Turkey, Azerbaijan, Lithuania etc.) the Middle East (Bahrain, Saudi Arabia, etc) as well as Africa and APAC markets.  Further to these efforts, Profile Software is also staffing its offices with key new personnel to effectively meet the local requests.

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Profile Software @ AltFi, London, the Middle East Insurance Forum, Bahrain and its annual event in Geneva

Supporting local presence with industry specific initiatives, Profile Software participates in dedicated events presenting its latest product developments. Particularly, the company presents the benefits to the Insurance industry by using IMSplus for their Investment Management requirements as it automates the processes and improves productivity, in the InsureTech @ 11th Annual Middle East Insurance Forum (MEIF 2015) as an Associate Partner, at the Gulf Hotel, Bahrain on the 3rd and 4th of February 2015.

The AltFi event in London is the annual gathering of executives and influencers in the Alternative Finance and Banking Sector. Profile Software is supporting the conference proceedings as a sponsor with its competitive offering via its FMS.next banking platform.

Furthermore, Profile Software is organising its annual event in Geneva end of March tackling the issues of the regulatory environment, how will these affect IAMS and Private Banks and what alternative finance/crowdfunding has to offer in the developing financial services landscape of the Swiss market.

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Industry recognition | Hedge Fund, MENA Insurance and Money Magazine

Profile Software was named “Best Technology Solutions for Portfolio Management” by Hedge Fund awards 2015 as well as “Best Financial results development” by Money magazine awards 2014. The company was also nominated in the category “Technology firm” by MENA Insurance Awards 2015, whilst it is a finalist at the FinTech Innovation Awards by bobsguide as the “Best Asset Management System”!

The increasing number of industry recognition for Profile Software and its product range, empower the company to further enhance its innovative, sophisticated and client-centric software solutions to meet the increasing needs of the financial services sector.

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IMSplus included in Aite group's and Celent's industry reports

Profile Software’s investment management solutions were included among the top European and International Wealth Management Vendors in Aite Group’s recent report “Independent Wealth Managers in Europe and Asia: 10 Portfolio Management Systems to Consider” and Celent’s“European Wealth Management Vendors”, demonstrating a high score in functionality.

Aite Group’s recent report examines the challenges and needs of the Independent Wealth Managers in Europe and Asia and the effect of new regulations, client expectations, costs and market drives for their operations. Aite Group describes: “Technology’s role of supporting and enabling IWM sector is becoming increasingly clear”. IMSplus, Profile Software’s investment management platform, was included in the report as one for the top 10 portfolio management vendors that effectively meet the sector requirements for functionality, flexibility, automation and ease of use. The platform was also included in Celent’s report of European Wealth Management Vendors with front-to-back solutions ranking in the top two positions in terms of functionality.

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Finalist as “Best Asset Management System” by the FinTech Innovation Awards


Profile Software
's IMSplus is shortlisted as a finalist in the “Best Asset Management System” category by the “FinTech Innovation Awards”.

The Awards were launched to recognise the very best initiatives, systems and products created and delivered by the global financial and payments technology industries throughout the past year. The awards came into being the result of a partnership between PaymentEye, the payment industry's leading online publication, and bobsguide, the premier financial IT solutions network. Please vote here!

IMSplus was shortlisted and reached the finalist stage due to its advanced functionality, flexibility and easy customisation that provides to the Investment Management professionals. The platform was recently upgraded to enable RMs perform various tasks while saving time thus allowing them to concentrate on achieving key business objectives, much more efficiently.

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