eNewsletter Spring 2021
Profile has been named a category leader in Chartis’ Fintech Quadrant report for Wealth Portfolio Management Suites: Advisory Desktop solutions.
In pursuit of 'holistic financial wellness', the report evaluates the tools and workflow from the advisor’s perspective, as well as those for the customer journey, while it reviews a number of vendors’ solutions that aim to improve advisors’ front-office tools to enable better integration of data and 'command center'-type views of advisor and client activity, and to provide more intelligent support for portfolio managers. The suites are the core infrastructure for wealth advisors and the first solutions that vendor clients look to when meeting new business requirements.
The advisor's desktop is the command center for prospect/client engagement, financial planning, investment decisioning and practice management.
Taking into consideration the performance of Axia’s Advisor Desktop and workflow capabilities as well as the system's capabilities for Portfolio Managers and their customers globally, offering “holistic financial wellness” and enhanced front-office experience, Chartis Research recognised Profile’s contribution to the Wealth Management Industry by including the company as a Category Leader in its prestigious FinTech Quadrant Report.
Axia is the pioneering platform that meets and exceeds the needs of Portfolio Managers. The platform delivers flexibility, innovative features, robo advisory characteristics, automated custody and onboarding functionality with a powerful portal to allow for a unique User Experience thus adding a competitive feature to its clients’ portfolio.
This distinction adds to Profile's growing list of awards and industry recognitions, whilst always stands as a stepping stone to meeting the growing market needs for quality, reliability and innovation in a fintech-driven environment.