Contact Us

Key Features

  • Multi-entity design, accommodating international operational models and 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
  • MiFID II, GDPR Compliant

 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

"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

Newsletter Sign Up

Keep up to date with Profile's latest news and much more

Fields marked with an asterisk (*) are mandatory.

By submitting your details we will email you with the quarterly eNewsletter. To read how we treat your data please access our Privacy policy.
Call Back