Profile, a leading international financial solutions provider, announced today its inclusion as a Representative Vendor in the prestigious 2024 Gartner® Market Guide for Wealth Management All-in-One Advisor Desktop Platforms.
As Gartner® notes, “While there is growing end-user interest in advisor/client collaboration capabilities, few wealth management (WM) platform vendors have incorporated these into their core offerings. Likewise, few vendors have embedded generative AI (GenAI) in their platforms, but most have identified GenAI as a feature under consideration.”
Profile Software’s Axia Suite is an award-winning, cloud-based platform that enables Wealth Management institutions to optimise advisor workflows and enhance client engagement. Featuring seamless integration with Profile’s AI.Adaptive solution for smarter decision-making, its digital client portal and automated operations support efficient collaboration while ensuring compliance and robust portfolio management.
“The recognition of Profile Software in Gartner’s Market Guide for Wealth Management All-in-One Advisor Desktop Platforms underscores our commitment to providing innovative solutions that address the evolving demands of the wealth management industry,” stated Profile Software CEO Evangelos Angelides. “The Axia Suite’s advanced AI adoption, cloud deployment maturity, and customisable features meet the market’s increasing focus on secure, scalable, and flexible platforms. These capabilities empower firms to optimise advisor workflows, enhance client engagement, and maintain a competitive edge.”
The Gartner® Market Guide offers Wealth Management CIOs essential insights into all-in-one advisor desktop platforms that streamline workflows and facilitate effective client communication across digital channels. These platforms, while comprehensive, support integration with “best-of-breed” applications like CRM, enabling firms to evaluate and select solutions that align with their unique requirements.
Gartner, Market Guide for Wealth Management All-in-One Advisor Desktop Platforms, By Chuck Thomas, 9 December 2024
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About Profile
Founded in 1990, Profile is a specialised software solutions provider with offices in key financial centres and a presence in 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]
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