Dolfin goes live with Profile’s Wealth Management solution
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
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.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
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.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
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.