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A market-first view of the new “cloud” solution will be available!
Profile Software, an international financial solutions provider, announced today that it will be hosting its annual event for the Swiss financial services community on the 26th of March, from 13:30 to 18:00, with esteem speakers presenting the trends of the crowdfunding, wealth management and regulatory landscape in the Swiss and European markets.

Pioneering in the fields of crowdfunding and wealth management, Profile Software is honoured by the contribution of industry expert speakers to explore what is new for the financial services marketplace in the country. Consisting of three panel discussions addressing the challenges of the crowdfunding and crowdinvesting arena, wealth management developments for IAMs and Private Banks and concluding with the regulatory framework for the market, this half-day conference aims to present the collaboration that exists in the sectors boosting the new “investment approach” for alternative finance. The conference is composed of the following sessions:
1. The Crowdinvesting Marketplace; Addressing the concerns of the Alternative Finance Market
2. Challenges for IAMs and Private Banks; Crowdfunding; Technology; Client Service
3. The Regulatory Perspective; How will the Wealth Management and Crowdfunding Industry be affected?

Speakers include executives from the European Crowdfunding Network, Swiss crowdinvesting firm “Investiere”, "MyPrivateBanking Research", "AiM Services" and "Altenburger LTD legal + tax". Delegates will meet and discuss the reshaping of the financial services sector in the country with real-life examples and technology trends that boost operational efficiency and conform to the regulatory framework as these are developing in both the Swiss and European markets while exploring how collaboration can support existing and future players.

Profile Software’s product range competitively accommodates the requirements of the crowdfunding market with the P2P Lending solution that uniquely combines a robust banking and investment management engine to safeguard crowdfunding and P2P lending firms’ operations. In addition, Mobius Wealth the vendor independent mobile wealth management platform provides a flexible and easy to use front-end environment for IAMs and Private Banks to help them provide a compelling client service offering, without changing their existing back-end infrastructure. During the conference, a market-first view will be provided of the new “cloud” solution that effectively addresses the needs of IAMs and wealth management firms requiring flexibility, consolidation and value for money.

Due to the exciting areas it will cover, the event also has the active and kind support of international and local media. This is an invitation only event and following the proceedings of the presentations, a cocktail reception will take place. Follow the link here to read more about the specifics of the event and reserve your place.

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