09.06.2026

Company Achieves Top Scores in Agentic AI, Personalised Client Portals, and Portfolio Analytics

Athens, 9 June, 2026 – Profile (ATH: PROF), an international technology group, announced today that has once again been featured in Forrester’s The Digital Wealth Management Platforms Landscape, Q2 2026 report — an independent evaluation covering leading international vendors of wealth management platforms. This continued recognition underscores Profile’s commitment to delivering forward-looking solutions that empower wealth management firms to thrive in an increasingly competitive and rapidly evolving market. 

Among the capabilities assessed in the report, Profile achieved its highest functionality scores in three areas emerging as critical priorities for wealth management firms worldwide: 

  • Agentic AI automation 
  • Personalised client portals 
  • Portfolio analytics and dashboards 

These results reflect Profile’s sustained investment in next-generation AI powered platform capabilities. Profile’s wealth management solutions are built on decades of deep industry expertise, delivering advanced capabilities in compliance monitoring, client engagement, and operational efficiency — areas that align closely with several of the core functionality pillars examined in the Forrester report. 

The report identifies several strategic priorities shaping the wealth management landscape in 2026, including increasing customer loyalty, enhancing client experience and engagement, and reducing manual effort to accelerate decision-making for financial advisors. 

The current wave of AI-driven technological innovation is fundamentally reshaping how wealth managers approach sales, productivity, client service, and risk management. This shift is accelerating AI-led transformation initiatives and driving demand for intelligent automation and AI-augmented operating models. In response, vendors are modernising platform architectures, embedding AI capabilities, and introducing more flexible pricing structures — while legacy system fragmentation and inadequate data foundations continue to pose significant adoption barriers for many firms. 

Access the full report: The Digital Wealth Management Platforms Landscape, Q2 2026 | Forrester 

Forrester, The Digital Wealth Management Platforms Landscape, Q2 2026, By Tom Mouhsian, David Hoffman, Angela Lozada, Jen Barton, 9 June 2026 

 

 

About Profile

Founded in 1990, Profile is a specialised software solutions provider with offices in key financial centres and a presence in more than 50 countries across Europe, the Middle East, Asia, Americas, and Africa, delivering market-proven solutions to the Investment Management and Banking industries. Profile is recognised as an established and trusted partner by international industry specific advisory firms. Profile’s solutions enable organisations to align their business and IT strategies, whilst providing the necessary business agility to proactively respond to the ever-changing market conditions.

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For more information, please contact: Profile – Marketing Dept: E: [email protected]