Profile Software, an international financial solutions provider, is sponsoring the annual event of ComPeer for the Wealth Management industry in the UK, taking place on the 24th of June from 08:00 till 13:00 at the Merchant Taylors' Hall, London. The company’s executives will have the opportunity to present its innovative and client-centric solutions that comprehensively cover the operations of Wealth Management Institutions in the country.
This year ComPeer Wealth management annual event will address the concerns on new regulations and market conditions for the UK industry while presenting the growth potentials in the market. ComPeer has been running the annual business performance benchmarking survey for the past 23 years.
Following a successful year with the introduction of innovative new platforms for the industry, Profile Software addresses those new regulations, business models and growing needs with the offering of a complete range of solutions to meet Financial Advisors’, Wealth Managers’ and Banking executives’ specific needs.
In particular, Profile Software is presenting IMSplus, the front-to-back wealth management platform that provides advanced functionality for portfolio management, advisory tools, rich dashboard and CRM capabilities. Axia is the company’s new front-to-middle, fully web-based, omni-channel solution for Wealth Management firms that can be deployed either as a hosted application or on-premises and offers a quick setup with no need for internal IT infrastructure. Finally, Mobius Wealth is the natively developed front-end mobile wealth management platform that can be integrated with any 3rd party back-end system.
By continuously investing in new technologies and following industry trends to entirely meet the business and technical challenges of its clientele, the company’s solutions have been enriched with new features. Its product offerings can integrate with legacy systems to present data, manage clients, portfolios, documents and access markets using the most elegant front-end tools while allowing the firm to customise them in order to meet business-specific client requirements. They can also be implemented as an end-to-end solution to firms that need agility and quick time to market while providing client data consolidation and reporting to address demanding client needs.
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