Profile Software’s award-winning investment management platform, IMSplus and mobile wealth management solution, Mobius Wealth were further enriched over the past quarter and were selected by a number of new firms in Europe and the Middle East.
IMSplus has an enhanced “Investment Strategy" module to enable support for additional dimensions in rebalancing, performance and analysis extensions for easier access to Performance History data and also product support related add-ons. The new dashboard offers a number of easy to use widgets for a complete personalised view of all elements selected by the respective business role and “pick n’ choose” options for charts and data.
Mobius Wealth offers a complete client-centric functionality to make it easy for the Relationship Manager and Financial Advisor to prepare for a meeting and monitor his/her tasks while new portfolio analysis widgets have been added.
Mobius Wealth was named as the “Wealth Management application for the year” by 2015 Technology Innovator Awards http://www.corp-vis.com/
Following these enhancements Profile Software is effectively realising its expansion strategy, with its solutions being selected by a number of Investment firms. These companies include: an investment bank and specialised fund manager in the UAE, a large Qatar-based bank with an expanding asset management arm, an investment firm in Saudi Arabia and an IAM company in Switzerland. In addition, IMSplus has also been implemented in a number of Family Offices operating in Portugal, the UK, Luxembourg, Switzerland and the Middle East. As it becomes apparent, Profile Software is growing its international footprint. The company’s specialisation in investment management and banking platforms along with the utilisation of new technologies such as mobile and cloud, make a significant impact in the addressed markets.
These recent achievements further support and empower the company’s focus on delivering differentiated and competitive investment management solutions to a changing marketplace that requires reliable systems to meet the modern challenges.