Profile Software, an international financial solutions provider, announced today it has been shortlisted n the Swiss WealthBriefing Awards 2018, under the categories of “Portfolio Management”, “Risk Profiling Solution”, “Onboarding”, “Innovative Client Solution”, once again. Such distinctions support Profile’s focus on and commitment to developing innovative wealth management platforms that add real value to the financial institutions’ mission-critical operations.
In particular, Profile’s wealth management solutions (Axia and IMSplus) have been enriched with functionality to meet the evolving industry requirements for MiFID II compliance, as well as supporting robo-advisor, SaaS and potentially GDPR requirements.
The solutions provide client onboarding, financial planning and digital-investing functionality, to name a few, ranging from client classification, questionnaires, reports, storage, investment proposals, risk profiling and assessment to action plans and proposals. They cater for cloud-based, omni-channel requirements being readily available to be deployed as a whole or as a part of larger platform utilising a SaaS approach for faster, cost effective whilst secure access.
They deliver automation, flexibility and scalability depending on the organisation whether being a Fintech provider or an established private bank.
According to ClearView Financial Media, the organizer of the WealthBriefing Awards: “The firms who have been shortlisted in these awards are all worthy competitors, and are judged on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and compelling feature. These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence in wealth management.”
For Profile Software every distinction of its product range further supports its investment on building and enhancing its functionality to meet international standards as well as country specific requirements, to deliver competitive user experience across the board.
The awards ceremony for the Swiss WealthBriefing awards will take place at the Hotel President Wilson, in Geneva on 8 February 2018.