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Profile partnering with ComPeer conducted a survey of a number of UK-based wealth management firms to evaluate the drivers of the market, the processes implemented and the software systems’ requirement to support their operations. Some of the key findings include the following:

Download the report summary (below link) to read more on the findings or email us at to provide you with the full report.

Profile has developed solutions that can accelerate the business growth. Its solutions allow for easy integration , client onboarding and compliance to meet the developing market needs. Find out more here.

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