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Profile Software eNewsletter Spring 2014

Making a real difference in the Swiss financial market?

Profile Software Suisse organised, last February, its 2nd annual meeting for Private Banks and IAMs in Geneva. This year’s event was well attended by the local financial community and was addressed by recognized industry speakers Messrs. D. Habegger of De Pury Pictet Turrettini & Cie SA and Mr. Stephen Wall of Aite Group.  Within the scope of expanding its local market support business plan, Profile Software will be sponsoring for the fourth year Geneva’s leading banking event “Journee Solutions Bancaires” on the 8th of May where exciting new products for the Swiss market will be presented.

During Profile Software's annual event, Mr. Stephen Wall analyzed the trends that reform the Swiss banking sector, as well as the best corresponding course of action for Private Banks and IAMs. Profile Software’s speakers (Dr. Michael Bakouris, COO and Mr. Christian Marchand, Administrator) elaborated on the company’s approach in making the best use of IT for sustainability, cost efficiency and productivity with the utilization of mobile technologies. A recent implementation in a well-known Swiss Private Bank was presented, showing how the use of mobile and online technologies allows Private Banks to optimize their business objectives. The presentations were concluded with a focus on Green IT and Sustainability issues.

Profile Software is constantly expanding its reach and supporting its local presence with events, product localisation and new collaborations with clients and partners.

To this end, Profile Software has been supporting Geneva’s leading banking event “Journee Solutions Bancaires” for the past four years. This year, Profile Software is sponsoring “16th JSB”, taking place on the 8th of May where exciting new products for the Swiss market will be announced. During the event, to be hosted at Bâtiment des Forces Motrices, Profile Software will be presenting the range of its new products for Private Wealth Management, the innovative approach delivered with Mobius Wealth and new partnerships with industry experts at the stand n.6 and “Cercle de Rencontre” one at 12:00.

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Plexus | The new Real-Time market data & analytics

Plexus is Profile Software’s natively developed solution for real-time market data and news streaming for iPhone and iPad. The application enables live monitoring of market data with parametric functionality for both industry professionals and individual investors. Plexus provides rich industry specific features such as Charts, Prices, Volume, Market Depth, FX, news, indices together with straight-through trading capabilities.

Configurable to integrate with any 3rd party data vendor, Plexus can also be implemented as a white label solution.

Plexus is the perfect market viewing and decision support tool for the investor or professional that wants to explore opportunities in the market as they develop, and wants fast, early access to information to support both intra-day and long term trading. 

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IMSplus v.2.1 | A major upgrade of the Investment Management System

Exciting new features for smart wealth management!

Delivering operational excellence and compelling client service, IMSplus, the industry-leading wealth and asset management platform, has been upgraded to incorporate advanced functionality with significant improvements to the existing modules boosting STP for front to back operations. IMSplus Web and IMSplus Mobility versions – embedded in the platform - enable smart digital tools that add real value to firms’ operations. Some of the new additions include enhanced real-time portfolio valuations and analysis, advisory, risk and decision support tools that enable firms to securely and cost-effectively transform their traditional business model and provide digital wealth management services.

IMSplus v.2.1. deploys state-of-the-art technologies with web and mobile features to deliver service excellence, productivity increase and value for money.

IMSplus is further enriched with a new customizable Wealth Management dashboard, risk and scenario analysis functions, while a set of new in-built business intelligence tools provide comprehensive reporting for all types of business users. The latest release also includes additional connectivity features with international custodians, fund providers and new real-time market data links which streamline data updates and make live portfolio valuation available on the Wealth Manager’s desktop and mobile device (smarthphone/tablet).

IMSplus v 2.1, offers a number of significant upgrades and tools to promote user experience. It is the result of Profile Software’s product strategy to continuously enrich the platform with client-centric functionality whilst being up-to-date with the latest technology trends.

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Mobius Wealth | the new independent mobile app for wealth management operations

Embrace the new mobility wave

Mobius Wealth is a second generation, natively developed app offering easy access to portfolios across all mobile channels for Wealth Managers and their clients. With RT (real time) portfolio analysis, performance and valuation, access messaging, alerts and trading functionality on your tablet or smartphone, you can make faster and better informed decisions helping you to make the best use of your assets. It can be white-labeled and branded with your own logo to enhance your product and service offering.

Mobius Wealth compiles portfolio data from your existing back-end systems and delivers them through a new, attractive presentation layer, following the highest security standards for data and privacy protection. As a marketing tool, Mobius Wealth connects you with your clients (as they equally have easy access to the platform) at their convenience, anywhere and anytime, thus increasing business and customer satisfaction. Providing multiple configuration options and a totally open architecture, Mobius Wealth can be customized to fit your business and technology plans in the least amount of time.

With minimal integration requirements and cost, the Mobius Wealth platform is a best-of-breed solution which protects existing investment while, at the same time, provides state-of-the-art technology to where it makes the difference: the customer.

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Meeting the needs of the UK alternative Finance and Banking market

Profile Software, capitalizing on its banking experience, delivers its modern solutions to address the needs of start-up banks and alternative banking institutions. The solutions are ready to use avoiding the costly and lengthy processes of implementing the traditional ‘heavy’ banking platforms.

The banking business environment is moving towards a more flexible and customer-friendly approach that will ensure faster market response and new products and will address the needs of technology-savvy customers (i.e. mobile and eBanking).

This might require an operational restructure or a new business model; technological developments allow this to be realized much faster, as part of a new financial services concept. Profile Software's  FMS.next banking platform enables customization and flexibility to become the core element in meeting those requirements.

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With its latest development on Peer-to-Peer Lending, Profile Software's FMS.next combines the robustness of a banking platform with the investment management mechanism to meet the increasing needs in the sector and accommodate loan-based, investment based as well as equity crowd-funding. The platform provides compliance with FCA rules and international regulations while bringing the required flexibility to help you act fast in a robust banking-like environment.

Pioneering in this new business trend, Profile Software takes great pride to present its offering in an interactive forum this June with the support of partners and clients. In this half day event, the focus will be on discussing and presenting how the changing business requirements affect the industry, what the expectations from the "bank of the future" are and how the regulatory bodies address these issues.

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Business Innovation award for Profile Software

Profile Software has been recognized with the “Business Innovation” award in 2013 “Money” Magazine, readers’ choice rankings, for its distinguished business operations and product development.

The award, for the second consecutive year, acts as an acknowledgement of Profile Software’s focus on R&D. During the past year the company invested heavily in the development of innovative investment management solutions while expanding its presence abroad with new offices in Asia and new clients, especially in the region of North Europe.

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Vote for Profile Software | International industry recognition

 Profile Software has been nominated for yet another award and we would like to share this exciting news with you. We firmly believe that our customers and product speak for themselves; however it is an honor to receive industry recognition in the form of an award and inclusion in international reports to help us reinforce our commitment to developing innovative and exceptional financial services systems.


To name a few, Profile Software has been shortlisted in the FStech awards 2014 as “Technology Provider of the Year”, as “Best Platform Provider” by the City of London Wealth Management awards, while the company has been included in international industry reports i.e. Forrester Research Inc. (Global Banking Platform Deals In 2013, February 2014 – for subscribers), Celent (European wealth management reports), Harrington Star FinTech report and IBS Intelligence  (Sales league table).

Our latest achievements are the inclusion of the IMSplus Mobility platform in the MyPrivateBanking Research report and the nomination for “Technology Vendor of the Year” in the CityWealth Magic Circle Awards 2014.

Online voting is now open and we would welcome your vote.

For helping us reach these achievements we would like to thank you all for the support and loyalty offered to us all the past years.

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