Robo Advisory Solution Overview


Being at the forefront of technology the Robo Advisory solution delivers omni-channel, modern and workflow-based functionality to perform online, all needed wealth management operations, for both the investor and the firm.

The Robo Advisor platform is a powerful wealth management system that its advanced design allows for complete automation in client onboarding, compliance, risk monitoring, portfolio construction and rebalancing, supporting a fully self-service or hybrid advisory service model offering, depending on the firm’s business requirements.

It can be set up and accessed in the cloud or on-premises, with the utmost security of data and analytics.

Why choose the Robo Advisory solution by Profile Software?

Why choose the Robo Advisory solution by Profile Software?

Following international best business practices, the Robo Advisory solution enables firms to deliver wealth management services, either as a separate entity or as part of their existing business setup, to a wider mass market, adding significant value to their operations.

The solution with its cutting-edge technology achieves a common and unique user experience, at the same time delivering a complete offering of omni-channel wealth management services.

Clients Testimonials

Liberum Wealth logo

Liberum Wealth

"When selecting a provider for our core custody platform, we wanted a partner who shared our values of providing clients the highest levels of service, and who had the capability to offer a complete solution with a high degree of flexibility. After an extensive review of competing systems, we chose Profile and their Axia platform due to the flexibility of the software and Profile’s can-do attitude to work with us to develop novel functions. Our teams have worked closely with Profile’s experienced staff to design and configure a solution that meets our requirements. It is very much a collaborative relationship, which we believe will help us gain advantage in the market."

Stephen Ozanne Chief Executive @Liberum Wealth
Moneymasters logo


"We are excited to partner with Profile, a company that, from the very beginning of our discussions, engaged with our primary focus to incorporate technology throughout our processes in order to scale and optimise our operational efficiencies and boost client engagement. We feel confident that this collaboration shall add value to our client portfolio and enrich their interaction and experience with MoneyMasters Limited."

Claudette Crooks President & Director @ MoneyMasters

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