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?
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
Danske Bank
"As we execute Danske Bank’s strategic program within Asset Management, our continued collaboration with Profile Centevo is instrumental in achieving our objectives. This partnership is a testament to our dedication to providing strong investment products, supporting customers following local market standards, and we are enthusiastic to work closely with them."
Morten Rasten Executive Director at Danske Invest Management A/S
MoneyMasters
"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 at MoneyMasters
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