Profile’s wealth management solutions received a number of distinctions
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Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
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The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
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Profile Software, an international financial solutions provider, announced today that its solutions for the Wealth Management industry were the winners in two of the four categories at the Celent’s report, “European Wealth Management Technology Vendors: Evaluating Front-to-Back Office Platform Vendors” and earned the XCelent Awards for wealth management in “Technology” and “Customer Service” on the ABCD Vendor View, among top International Vendors. IMSplus and Axia got also shortlisted in the WealthBriefing GCC region awards 2016 in six categories, namely “Front-Office solution”, “Portfolio Management”, “Risk Profiling Solution”, “Risk Management”, “On-Boarding” and “Innovative Client Solution”. In addition, Profile Software’s IMSplus has also been shortlisted in the “Banking Technology Readers’ Choice awards” under the category “Best Private Banking System”.
The Celent study uses the ABCD Vendor View, which shows at a glance the relative position of vendors in the following categories: Advanced Technology, Breadth of Functionality, Customer Base, and Depth of Client Services on two separate X/Y scales. According to Celent’s analyst, Ms. Ashley Globerman: “Profile distinguished itself with a modern UI and strong workflow.” The report also highlights Axia, Profile’s omni-channel wealth management platform, along with the deep portfolio management functionality tools, the intuitive and user-friendly advisor workflow, the comprehensive administration, CRM, the plan generation, the asset class support, trading & compliance, and the strong financial planning module.
In the WealthBriefing Awards ClearView Financial Media’s Chief Executive, and Publisher of WealthBriefing, Mr. Stephen Harris, commented: “The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged on the basis of entrants’ responses to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature, reflecting excellence in wealth management.”
Profile Software improved overall in its range and ranking of distinctions since the last time it participated in these, thus demonstrating the company’s commitment to delivering innovative, technologically advanced solutions with competitive features.
For the Profile team the objective is to always provide exceptional client service with systems that support modularity, compliance, reliability and automation of operations and this type of recognition stands as a guide to software excellence.