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The Private Banking system and Wealth Management software provides Financial Institutions with rich, end-to-end functionality and the capability to streamline their operations, while offering superior and personalised services to their elite and demanding clientele. It incorporates powerful risk metrics to enable professionals deliver a premium service at all stages. The solution can be used as stand-alone service or integrated into the existing infrastructure. It provides compliance with region specific and international regulatory requirements (i.e. MiFID II, GDPR, etc.). It is the ideal portfolio management software for advanced business operations across borders. It has been internationally recognised as the best wealth management system in industry leading reviews.

Key Features

End-to-end, award-winning Wealth Management software platform

Advanced client and relationship management tools at all stages

Prospects status tracking during the sales cycle 

Powerful KYC data collection workflows, profiling, scoring and user-friendly activities management

Multi-services support (execution, advisory, discretionary)

Service-based functionality for order management, proposal generation and rebalancing

Complete coverage of traditional banking and global investment products with flexible asset classification tools

Robust rules-based compliance engine to achieve effective risk control and compliance with regulations e.g. MiFID II solutions

Multi-level performance analysis following GIPS standards and risk metrics

Real time 360° client view and in-depth information through an extensive set of reporting views

Market Risk Analytics tools with risk indicators such as VaR and Stress Testing

Business analysis and top management reporting with 24/7 access to all data through web and mobile tools

Completely flexibile, customisable and robo-advisory ready to deliver automated services


Unique customer experience with a customised approach

Improved productivity and reduce operational cost

Better-informed decisions by using the analysis tools provided

Streamlined and improved communication with clients

Control and monitoring risk at any time

Proactiveness to market needs by delivering new products fast

Compliance with international and local regulatory requirements


Relevant articles

Making Wealth Managers ready as time for MiFID II deadline approaches

MiFID II Impact on Wealth Management

 Why choose the Wealth Management solution by Profile Software?

When flexibility and reliability are paramount to your business and your customers, this private wealth management software can streamline your operations, achieving cost efficiency and risk reduction, while market-tested tools ensure improved productivity and quality of service with optimised profit margins. The solution has received awards and recognition as top wealth management software in industry reports reviews and clients' evaluation.