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Profile Software eNewsletter Summer 2014

New “Family Office” implementations

Profile Software enriched its IMSplus Asset Management solution with new features tailored to Family Office operations. The solution provides family office managers with additional tools to closely monitor externally managed investments and easily control their assets with links to counterparties, data providers and other internal systems.

Particularly, IMSplus Asset Management can facilitate the day to day management of all assets and cash flow projections, providing consolidated reporting as well as detailed information for each investment portfolio. The IMSplus Asset Management solution has recently been implemented in six more firms in London, Geneva and Athens. Among other reasons, the solution was selected for its capability to complement any implementation with the use of IMSplus Web and Mobility applications which enable 24x7 on-the-go access.

It offers in-depth historical and daily analysis of investment valuations and performance, while drastically reducing the time needed for data updates utilising links with international custodian banks and data providers (Bloomberg, Reuters, etc).

The solution also includes specialised risk management tools and multi-dimensional exposure analysis per currency, asset class, region and sector, etc, along with comprehensive reporting services via a highly flexible report generator tool which also incorporates data visualization capabilities.

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A Swiss Private Bank selected Profile Software’s solutions for mobile, web banking and wealth management

A Swiss-based Private Bank selected and is already in the process of deploying Profile Software’s integrated platform for its mobile, web banking and private wealth management operations. As part of their strategy to offer a comprehensive approach to both their (Relationship Managers) RMs and clients, the Bank selected Profile Software’s solution - following an international vendor assessment - due to its rich functionality, flexibility and easy integration with the Bank’s existing banking platform. The mobile and web private banking applications are expected to go live soon while the wealth management solution is scheduled to be implemented shortly after. This integrated implementation enables the Bank to achieve their business objectives for improved client service. 

Particularly, Profile Software’s Web and Mobility platform can be white-labelled and used as out-of-the-box, turn-key solutions, integrated with any wealth management or private banking back-end system. Profile Software’s web banking application offers a series of advanced tools to support private banking operations online with high security and ease of use. Both applications offer empowering functionality such as graphic dashboards, portfolio analysis, drill down capability down to the transaction level and advisory tools. The platform also offers trading and real-time data distribution capabilities that can be provided as an option and connects to the trading and market data feed back-end systems. 

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Profile Software expands its partners’ network with AIM Services in the Swiss market | Announced in the 16th JSB, Geneva

Having increased its presence in major European, Asian and Middle Eastern markets, Profile Software now expands its international partners’ network to provide tailored and local services with the expertise of a renowned specialised IT company.

To this purpose Profile Software has joined forces with AiM Services, an established Swiss-based Information Technology Banking Services provider and integrator, to represent Profile Software’s range of solutions in the region of “Suisse Romande”.

During the proceedings of the 16th JSB in Geneva (La Journée Solutions Bancaires) – the  event for banking and IT communities - Profile Software launched the new Mobius Wealth, the mobile wealth management application which offers a white-labelled, ready-to-use environment with flexible pricing as a mobile front-end to any back-end system.

Additionally, it announced the IMSplus version 2.1 of the leading Investment Management platform along with the new partnership with AiM Services to the local press.

Other partnerships include companies in the UK, the Middle East and Singapore.

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The UK alternative banking sector explored at the Profile Software event 

PROFILE Software event video with slideWith speakers drawn from the Regulatory (CMA, FCA, HM Treasury and PSR), New Entrant (DotComUnity, Elevate Capital, Haygarth Associates, Metro Bank and YourCU) and Advisory (IBS Intelligence and others) firms in the UK, Profile Software hosted the event “Meeting the Competition Challenge with Alternative Banks and Banking Models” last June, in London. An event organised in association with Tusmor.

Privileged by the active contribution of esteemed speakers and industry experts as well as the announcement of a new “challenger” bank and crowdfunding platform, - both selecting Profile Software's - the day concluded with insights about the more flexible regulatory framework, the focus on consumer and how the new banking environment can more effectively achieve its objectives utilising modern technology platforms such as and outsourcing banking experts such as Tusmor to successfully manage their operations and help them lift off the ground.

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Profile Software recognised for the 2nd year with the “GoodAccredited Standard 2014” and more 

Following a growing presence in the UK market over the past few years, along with the “GoodAccredited Standard 2014” distinction for the second consecutive year Profile Software reinforces its focus on developing innovative, client-centric and reliable financial solutions such as its latest development with Mobius Wealth, the vendor-independent mobile wealth management application that links to any 3rd party back office system and is available with a white label option.  Furthermore, Profile Software has also been recongised with the “Best Wealth Management Software Provider – Europe 2014” award by the Global Banking and Finance Review.

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Read more on the latest trends in the industry, Profile Software’s products for alternative banking, wealth management and mobile platforms for the financial institutions and provide us with your comments and ideas.

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