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Profile Software, an international financial solutions provider, announced today its participation in the Private Banking Conference & Awards 2015 taking place at Waldorf Astoria in London, on the 3rd of June. Profile Software is the Badge and Lanyard Sponsor and will provide a brief overview of its Wealth Management solutions to the event’s professional delegates.

Private Banking Conference & Awards 2015, brings together private banks, family offices, independent wealth managers (IWMs), consultants and technology providers in an active discussion of the key issues facing the industry, while an awards ceremony will take place in the evening, recognizing the contribution of key firms and individuals to the sector. Profile Software is a finalist for the “Outstanding Wealth Management Technology Provider” category.

Capitalising on 25 years of market experience, Profile Software is developing innovative and client-centric solutions that comprehensively cover the operations of a Private Banking or a Wealth Management Institution. Its product offering includes:

  • Axia,  the new, fully web-based, omni-channel solution for Wealth Management firms or Private Banks managing a network of External IWMs, that can be deployed either as a hosted application (e.g. in a private cloud) or on-premises, offering a quick setup and access through any channel unique organizational agility with no need for internal IT infrastructure. Alternatively, Axia may be deployed as a front-end tool for Relationship Managers or Financial Advisors and their clients. 
  • Mobius Wealth is the advanced mobile wealth management platform that can be integrated with any 3rd party back-end system. Mobius Wealth includes natively developed mobile apps of the highest possible quality and has been upgraded recently to provide more advisory tools to Wealth Managers.
  • IMSplus is the company’s flagship front-to-back Wealth Management platform that has been enhanced with additional CRM functionalities, dashboard, performance analysis and advisory tools, to streamline processes and automate the activities of a demanding Private Banking or Wealth Management organisation. Profile is continuously investing in R&D, offering state-of-the-art innovative solutions while meeting international standards.

Profile Software’s product range for the Private Banking and Wealth Management sectors allows organisations to select the solution that most appropriately meet their needs whether it is to provide a unique client experience though the front-end tools (web & mobile), seamlessly integrating them to any back-end system or to deploy a complete, market proven and award-winning wealth management platform for all their operations.

Please follow this link for more information about the Conference: 

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