Dolfin goes live with Profile’s Wealth Management solution

Profile Software, an international financial solutions provider, announced today that Dolfin, a London-based investment firm, is managing its asset management operation with Profile’s award-winning platform, enabling a fully automated operational environment.

Founded in 2013, Dolfin is technology-savvy, independent, with a fresh approach. Providing custody, trading and asset management to both institutional and private clients, its focus is on helping wealth managers, private bankers and other financial advisers to start and grow their own business by sharing its infrastructure and services.

Dolfin, following a thorough vendor assessment process, selected and implemented IMSplus and Axia as its end-to-end core wealth management platform, which replaced the existing platform, in order to experience flexibility and rich functionality while utilising the new technology to maximise agility in its own operations. The new platform aligns with the organisation’s objectives, making its infrastructure robust and scalable.

The Solution enables Dolfin to streamline trading, settlement and accounting processes (STP utilising SWIFT & FIX connectivity), API connectivity to external sources and utilise tools for performance & risk analysis, regulatory compliance and reporting throughout the business.

Amir Nabi, COO at Dolfin commented “Our aim is to offer our clients investment expertise with digital agility so it’s crucial that our infrastructure and technology are first-rate. In selecting third party providers, we look for the best of breed. We’re happy to be working with Profile Software”.

Profile’s CEO, Babis Stasinopoulos remarked “It is a privilege to work with Dolfin, a financial services firm that is enthusiastic to utilise the available digital tools to accelerate their clients’ and partners’ experience beyond traditional wealth management operations. The flexibility and modern technology available in our platforms, is expected to add real value to their operations”.

Investing in delivering reliable and functionality rich platforms that adhere to country specific regulations and client-centric requirements, Profile’s wealth management solutions support easy integration, automation, and business agility.