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Overview

With Profile Software's mature Core Banking and Wealth Management products as cornerstones, the solution for Private Banks utilises best-of-bread modules (from the two products) to fully cover the needs of Private Banks for a true STP Front-to-Back solution.

Key Features

360° client view that enables successful relationship monitoring and management

Client profiling and document management supported by KYC processes and extensive CRM tools

Complete coverage of traditional banking and global investment products, including alternative investments

Full credit and collateral management including Lombard loans, fiduciary accounts, credit cards and credit limit management

Complete support for any kind of investments’ and payments’ operations

Strategic and tactical asset allocation modeling with rebalancing and automatic order generation

GIPS compliant performance measurement tools, including contribution and attribution analysis

Powerful risk management capabilities covering all risks (Credit, Market, Operational) including VaR for Market Risk, and a comprehensive stress testing framework

Online compliance environment and risk controls covering MIFID, AML, FATCA, etc

True Straight Through Processing (STP) for all accounts and investments operations

Real-time booking, balance and P&L, including G/L entry creation under multiple accounting schemes allowing concurrent reporting

Personalised client reports and powerful MIS reporting environment
24/7 access from mobile devices and the web

 

 Benefits

Integrated solution to provide comprehensive private banking services

Reliable, secure and streamlined operations

Scalable platform which can adjust to business requirements

Exceptional customer experience with personalised reporting and 24/7 access

Operational cost reduction through automations and connectivity options

Risk aversion with its powerful compliance functionality

Why choose the solution for Private Banks by Profile Software?

An integrated solution based on the latest technologies, providing Private Banks with the needed operational efficiency and reliability along with an agile and diversified approach to meet current and future requirements.