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Merchant Taylors' Hall, London

27 June 2018

Profile Software participates as a Silver Sponsor in the Compeer’s Wealth Management Conference: The Yearly Review, taking place on 27 June 2018 in London, showcasing its pioneering and award-winning Investment Management and Banking solutions.

During this event, professional delegates will have the opportunity to discuss with Profile Software’s executives about its leading Wealth Management solutions including its recent launch of Robo Advisor and how they can enable them to utilise the desired functionality and achieve operational excellence on a single investment management platform, offering common user experience. Indicatively, Profile’s solutions include:

At its stand, Profile Software will be presenting among others its new Axia Robo Advisor solution, part of Axia platform, which automates all processes targeted to wealth management firms that wish to address a wider market of investors. Axia, delivers modern and workflow-based functionality offering full automation in client onboarding, compliance, risk monitoring, portfolio selection and rebalancing, supporting self-service or hybrid advisory service model offering, depending on the firm’s requirements.

The Compeer’s Wealth Management Conference: The Yearly Review unveils all the key trends of the UK Wealth Management Industry from the annual business performance benchmarking survey, while hosting industry experts in panel discussions to share their views. To register and read more on this follow the link here.


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