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Please select from the drop down menu the "type" of material you are interested in: Industry Insights, Brochures, Presentations, Reports or Videos. You will be asked to enter your details before you can view or download the materials.

Reports

Wealth Management Technology survey

Summary

Profile Software in partnership with ComPeer conducted a range of face to face interviews to well established UK based Wealth Management firms to elaborate on the key executives' concerns in terms of technology as the mean to achieve business objectives.

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Reports

Celent report

Summary

This report examines the leading European vendors of front-to-back office Wealth Management platforms.

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Reports

Aite group report

Summary

Profile Software featured in "Independent Wealth Managers in Europe and Asia: 10 Portfolio Management Systems to Consider"

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Profile Software changed its logo and in this section the new set of brochures are presented for IMSplus, FMS.next, FMS.next Marketplace Lending, FMS.next Payments, RiskAvert, Acumen-net and of course Axia.

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