Profile Software’s investment management solutions (IMSplus and Mobius) rank among the top European and International Wealth Management Vendors. The company’s solutions have been included in Aite Group’s recent report “Independent Wealth Managers in Europe and Asia: 10 Portfolio Management Systems to Consider” and Celent’s “European Wealth Management Vendors”, demonstrating a high score in functionality.
Aite Group’s recent report examines the challenges and needs of the Independent Wealth Managers in Europe and Asia and the effect of new regulations, client expectations, costs and market drives for their operations. Aite Group describes: “Technology’s role of supporting and enabling IWM sector is becoming increasingly clear”. IMSplus, Profile Software’s investment management platform, was included in the report as one for the top 10 portfolio management vendors that effectively meet the sector requirements for functionality, flexibility, automation and ease of use. The platform was also included in Celent’s report of European Wealth Management Vendors with front-to-back solutions ranking in the top two positions in terms of functionality.
IMSplus successfully meets the needs of organisations for portfolio management, performance analysis, risk analysis, mobile capabilities, data consolidation, reporting and client centric offering. IMSplus competitively covers Private Wealth Management, Insurance Investment, Family Offices and IAMs requirements – among others. It has significantly been enhanced with a new customisable dashboard for Wealth and Asset Management, new reporting features and advanced automation tools. The IMSplus Web and IMSplus Mobility in-built modules enable a more focused client-centric approach and flexibility for both the users and their clients.
IMSplus can be implemented either as an integrated platform or as a stand-alone solution while it can be customised to enable firms utilise the functionality needed to meet their requirements, without hidden costs. The system automates the processes with a powerful STP mechanism for a controlled workflow optimising the operational effectiveness and client experience.
The company also developed Mobius Platform – an innovative investment management application for mobile devices. Mobius is the ideal solution for all investment management operations as it connects to any back-end system (investment management platform, market data provider, trading platform, etc.). It can be white-labelled and is available with a flexible pricing model to meet all-size firms’ requirements. It enables wealth management professionals to monitor their investments on-the-go over a secure environment.
Aite Group is an independent research and advisory firm focused on business, technology, and regulatory issues and their impact on the financial services industry.
Celent, member of the Oliver-Wyman group a $1.3bn business, is a research and consulting firm focused on the application of information technology in the global financial services industry.