Downloadable information resources explaining how Profile Software can help you run an Efficient and Profitable Financial Services business, with award-wining solutions.
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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.
Celent report
Summary
This report examines the leading European vendors of front-to-back office Wealth Management platforms.
Aite group report
Summary
Profile Software featured in "Independent Wealth Managers in Europe and Asia: 10 Portfolio Management Systems to Consider"