Infolettre Printemps 2017
Dolfin, a London-based investment firm, is managing its asset management operations with Profile’s award-winning platform, enabling a fully automated operational environment.
Founded in 2013, Dolfin is technology-savvy, independent, with a fresh approach. Providing custody, trading and asset management to both institutional and private clients, its focus is on helping wealth managers, private bankers and other financial advisers to start and grow their own business by sharing its infrastructure and services.
Dolfin, following a thorough vendor assessment process, selected and implemented IMSplus and Axia as its end-to-end core wealth management platform, which replaced the existing platform, in order to experience flexibility and rich functionality while utilising the new technology to maximise agility in its own operations. The new platform aligns with the organisation’s objectives, making its infrastructure robust and scalable.