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Profile Software, an international financial solutions provider, announced today that it 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 these 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:

  • Axia & IMSplus: the award-winning Investment Management platforms for advanced Wealth, Asset and Fund Management, Insurance Investment Management, Personal/Private Banking, Robo-Advisory and Custody operations as a cloud/web-based, omni-channel system over an automated, compliant and risk-free architectural environment.
  • FMS.next: the internationally implemented Digital Banking system available in the Cloud and SaaS covering Core Banking, Lending and Loans, Payments, Alternative Finance and FinTech requirements.
  • Acumennet: the comprehensive Front-to-Back Office Treasury platform, covering all financial instruments including very complex structures.
  • RiskAvert: the complete and modern Risk Management, Capital Management and Regulatory Reporting platform for Credit, Market, Operational and Liquidity Risk according to the international frameworks (Basel ΙΙΙ, IFRS9), supporting XBRL validation and conversion functions.

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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