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Wealth Management Solution

Private Banking and Wealth Management organisations need a robust wealth management system with a client-centric approach, including effective portfolio management systems that enable Relationship Managers to focus on their clients’ needs. New technologies and innovative tools (AI, Robo, etc) are accommodated in our award-winning and internationally recognised omni-channel platform.

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Asset Management

Irrespectively from what your business origin is, when managing assets the objective is turning risk into performance results. Asset Managers need flexible asset management software that can adjust to business requirements and provide them with sophisticated tools to effectively manage their investments and experiencing agile operations.

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Fund Management

The Fund Management industry has seen many developments in recent years, including new directives and heavy competition. Fund Managers need tools to help them simplify and automate traditionally tedious processes. Fund Management software alleviate the pain by offering modern tools to advance flexibility and operational efficiency.

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Robo Advisory

Robo-advice is growing to an alternative FinTech investment management service, since it enables to address new or existing market segments with a different offering. The Robo Advisor omni-channel solution delivers modern and workflow-based functionality to perform online, all needed wealth management operations, for both the investor and the firm and can be deployed either as fully automated or hybrid model.

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The custody market has seen significant changes in recent years, with a variety of increased requirements and new regulations. The Custody solution comprehensively covers all the needs of the Custodian Services market and provides the required flexibility to continuously adjust to its ever evolving needs. 

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Insurance Investment Management

As the regulatory environment for Insurance firms is becoming highly demanding and more controlled, the appropriate management of invested assets is becoming paramount. Firms need to be able to closely monitor and analyse the invested assets. Selecting the right software tool is critical to achieving performance and a properly risk-balanced portfolio. Control and timely reporting are effectively met.

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Family Offices

The demanding financial landscape requires a fast and cost-effective approach, especially when it comes to high-net-worth families. The Investment Managers or Treasurers at a Single or Multi Family office need dynamic, sophisticated and tailored solutions to meet specific business needs that will reduce the time spent on tedious tasks while providing automation and flexibility to make better investment decisions. 

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The award-winning investment management system software by Profile with international implementations and distinction by leading advisory and publishing firms can help you accelerate your business. Select the one that supports your business model.

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