Wealth Management - Overview


Developing systems for the industry for more than 3 decades, Profile delivers one of the best Wealth Management Solutions and Private Banking Systems (according to industry-leading reports) to help Financial Institutions experience rich, end-to-end functionality, automation of operations, while delivering superior and personalised services to their elite and demanding clientele. They incorporate powerful risk metrics for evolving portfolio risk management needs.

The Solution can be used as stand-alone or integrated into the existing infrastructure. It supports compliance with region-specific and international regulatory requirements (i.e. MiFID II, GDPR, etc.). Furthermore, The Wealth Management Solution is the ideal portfolio management software for digital business operations.

Why choose the Wealth Management solution by Profile Software?

Why choose the Wealth Management solution by Profile Software?

The Wealth Management Solution has received international recognition and is ranked as a top wealth management system in industry reports and clients’ evaluation.

When flexibility and reliability are paramount for your business and customers, the wealth management software will help you automate and streamline your operations, achieving cost efficiency and risk reduction.

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

BAC San Jose Puesto de Bolsa SA

"We are very pleased indeed to have started working with Profile on this important project and we look forward to a smooth implementation of this international class highly-flexible product and to be able to leverage their wide experience to ensure an effortless customization to regional market practices."

Alberto Quirós CEO @ BAC San Jose Puesto de Bolsa SA

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Wealth Management Platform

Axia Suite

Axia is the web-based, omni-channel front-to-back solution for Wealth Management

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