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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.

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