Profile Software in the Middle East Wealth Management Forum in Dubai, supporting its operations in MENA
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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.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
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.
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
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Profile Software, an international financial solutions provider, today announced its sponsorship of the Middle East Wealth Management Forum organized by Hubbis, taking place on the 24th of January at the Ritz Carlton, DIFC in Dubai, UAE. Profile’s executives will demonstrate the client centric and innovative platforms that address the Wealth Management industry’s requirements.
Profile supports thought provoking industry leading events for the Wealth Management domain to further enhance its regional operations. In the Middle East Wealth Management Forum, Profile is taking part in the panel discussion entitled “Are we ripe for disruption?”with its Global Sales Director to discuss the contribution of technology in the wealth management industry, the use of fintech tools, alternative collaboration options and importance of client experience.
Furthermore, at the Profile stand, professional delegates will be able to discuss and take a snapshot of the company’s cutting-edge and newly launched technology platforms that enable fast and accurate performance, enhance client experience and business agility. These solutions include:
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IMSplus: the award-winning investment management platform that comprehensively and modularly covers the areas of Wealth Management, Asset and Fund Management, and Insurance Investment Management.
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Axia: the web-based omni-channel solution for wealth management and family office offers a rich set of functionality and various deployment options. It incorporates a client onboarding solution to meet industry needs for agile operations.
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FMS.next: the comprehensive banking platform that effectively covers Core and Islamic Banking requirements, as well as P2P Lending with a successful track record.
Hubbis events are attended by senior management of major banking and financial institutions, and more. This event is for anyone servicing wealthy clients – including Retail Banks, Private Banks, IFAs, Family Offices, Insurance Companies, and other Independent Wealth Management Firms.
The agenda will address some of the challenging issues to developing a profitable business with a value proposition that makes sense in today’s environment. These may include: client engagement, robo-advisers and fintechs, evolving the IFA proposition – what’s the real potential in the Middle East, transparency, next generation HNWIs’ expectations.
For the full agenda of the event and to register please visit event's website: http://dev.hubbis.com/event/middle-east-wealth-management-forum-2017-2017-1-24#event-overview