Profile Software eNewsletter Summer 2013
New age technology systems addressing the concerns of modern wealth managers and investors
It is without a doubt that regulations, compliance and clients' increasing expectations are changing the Investment Management landscape. Recent studies raise the following issues:
- Wealth managers are expected to further centralize investment management processes to improve operating efficiency, risk management and controls
- Reduction of the administration time for a client’s portfolios while increasing the client-facing time and grow one’s sales book
- Reaching more HNWI who spend an increasingly amount of time online or "on-the-go" and demand great transparency from their wealth advisor, is also a key concern.
Capitalising on accrued business experience in the sector of Investment Management, Profile Software and its flagship investment management platform, IMSplus, enable you not only to address the above concerns but also to turn them into your benefit. IMSplus platform with the mobile application IMSplus Mobility ensure that the modern investment professionals (like RMs, asset managers and investors) are always up to speed with the latest developments and market updates while having instant access to portfolio analysis and trading tools.
Download the IMSplus Mobility trial version and see how this can help you reach out to your existing and potential clients and grow your book!
Make your banking operations flexible?
Profile Software announced the launch of the FMS.next Universal Banking on a new technological platform. The new version introduces an innovative approach to the operation of banking platforms, constituting a major technological upgrade of Profile Software’s international Banking system.
Based on the latest .NET framework and designed with the Windows Presentation Foundation (WPF), FMS.next now offers an exciting, modern, flexible and easy to navigate user interface to Bank users. Integrated customization capabilities allow users to accelerate daily tasks and increase productivity, efficiency and customer satisfaction.
Join Profile Software ‘s event in the UK
Profile Software will be hosting a short afternoon event for the Wealth management industry in the UK on 20 June 2013, between 17.00 and 20.00, at The Landmark Hotel London. The event will explore into the recent trends and concerns of the Wealth management professionals as the industry is being transformed by the latest regulations. Keynote speaker at the event, who will offer his valuable insight, is Mr. Ian Woodhouse, Director at PwC.His presentation titled "Wealth Management trends-opportunities and challenges in the changing landscape", will take place at 17:45.
GS Trader - the flexible trading platform
GS Trader is the ideal tool for investment, brokerage firms, banks and private investors providing:
- Market monitoring in real time
- Portfolio viewing and management
- Order routing
The system’s open architecture allows connection to any back office system enabling complete management of profit centres, data transmission as well as multi market support for order routing and front-to-back compliance checks.
Profile Software’s reception in Dubai
After the successful reception in Geneva in the beginning of the year, Profile Software organized an event for the Investment Management firms in the MENA region, at the Grand Hyatt Hotel Dubai. The company’s executives discussed the key industry concerns for regulation, compliance, transparency and profitability.
Profile Software recognised with the GoodAccreditation Standard 2013
Profile Software has been awarded the “GoodAccredited Standard 2013” by Goodacre UK, the specialist consultancy firm operating within the financial services sector. Goodacre provides FCA authorised market participants with a unique source of reference on systems through the www.systemsinthecity.co.uk site.
Harvard Business Review News
Profile Software in association with the Harvard Business Review, keeps you updated with news, articles and management tips from one of the most prestigious publications worldwide. Enjoy below the most popular management tips;
Creating the Best Workplace on Earth, by Rob Goffee and Gareth Jones
Suppose you want to design the best company on earth to work for. What would it be like?
When companies try to accommodate differences, they too often confine themselves to traditional diversity categories—gender, race, age, ethnicity, and the like. These efforts are laudable, but the executives we interviewed were after something more subtle—differences in perspectives, habits of mind, and core assumptions.