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Key Features

Multi-entity design, accommodating international operational models with full support for local business processes

Full support for a wide set of instruments such as equities, bonds, funds, ETFs, term deposits, FX, derivatives, swaps, precious metals ,real estate and private equities

Powerful, multi-currency management and reporting

Multi-dimensional monitoring of performance, profitability and risk

Dynamic transaction toolkit, providing easy customisation and adaptability

Customer-centric philosophy with complete KYC and CRM tools compliant with local regulations

Automated workflow environment, contributing significantly to paperless operations, rapid information exchange and a 360° view of all system entities

Provision to serve clients over branches, call centers, the web and mobile devices

 Benefits

Cost reduction and profitability margins optimisation

Close monitoring of all Investment Management operations and improved risk control

Empowerment of sales and fast new product launches across multiple domains and borders

Tailored services per client segment ensuring improved customer experience

Gradual deployment options for fast, low cost and risk-free projects

Rich functionality and state-of-the-art architecture securing scalability to meet any business change

Technology- and vendor-independent integration capability

Fast Return on Investment

Solutions

Wealth Management
The Wealth Management solution provides Financial Institutions with rich, end-to-end functionality and the capability to streamline their operations.
Private Banks
Profile Software’s unique value-proposition for Private Banks, combining specialised Core Banking and powerful Wealth Management components.
Personal Banking
The Personal Banking solution is designed to support banking and financial institutions’ investment services offerings to retail and affluent clientele.
Custody
The Custody solution comprehensively covers all the needs of the Custodian Services market and provides the required flexibility to continuously adjust to their ever evolving needs.
IAMs/IFAs
The IAMs/IFAs solution provides industry professionals with rich end-to-end functionality to help them manage their clients’ financial assets effectively and efficiently.
Asset Management
The Asset Management solution is a turn-key solution that offers an advanced set of tools to empower executives to effectively manage their assets.
Fund Management
The Fund Management solution provides, on a single platform, complete support for Fund Management operations including Fund Administration, Asset Management and Accounting operations.
Insurance Investment Management
The Insurance Investment Management solution provides the rich functionality and the flexibility needed to professionally manage financial assets and meets regulatory requirements.
Family Offices
The Family Office solution provides investment officers with comprehensive functionality to professionally manage and monitor invested financial assets, either in-house or externally managed.
Brokerage
The Brokerage Services system is designed to support banking and financial institutions’ trading and investment services offerings to its clientele.
Market Risk (VaR)
Profile Software has extensive experience for managing Market Risk requirements in demanding environments.
Online Trading
Profile Software covers the needs for Online Trading, utilising the flexibility of its Investment and Real-Time Data Feed products

"Clients experience a personalised approach on their wealth management service, under a secure environment with strict systemic checks and proactive risk controls"

International Private Banking Organisation