Profile Software in the annual PATRIMONIA 2019, the wealth management conference, in Lyon, France

Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
17 September 2019
United Kingdom

Profile Software, an international financial solutions provider, announced today its continuous participation, in PATRIMONIA 2019 taking place on the 26-27 September 2019 at the Centre de Congrès de Lyon in Lyon, France.

Following the successful and growing presence in the French market, Profile Software will be showcasing its innovative and award-winning solutions for the Investment Management industry in PATRIMONIA, at stand C25, in HALL 2.

During the event, Profile Software’s experts will be providing insights on how its pioneering fintech solutions for the Investment Management industry can fully support new trends, delivering a unique digital journey, covering areas on AI, while supporting compliance-related tasks, automating processes and reducing operational risks. ​

Axia is a leading omni-channel and web-based investment management platform accommodating Wealth, Asset and Fund Management, Personal/Private Banking, Robo-Advisory and Custody functions, on the same platform. Offering a user-friendly interface, numerous widgets and omni-device capabilities, it delivers Wealth Managers with powerful tools for easy access, whilst managing diversified portfolios, performing in-depth performance and risk analysis with advanced reporting. The platform accounts for an increasing number of implementations globally, is continuously being recognised by well-known industry analysts whilst being enriched with new functionality for risk management & compliance.

Profile Software also caters for the needs of Financial Institutions end-to-end with solutions on Core Banking, Payments, Alternative Finance as well as Treasury and Risk Management with:

  • the Digital Banking system available in Cloud and SaaS, covering Core Banking, Lending and Loans, Payments, Alternative Finance and FinTech requirements.
  • Acumennet: the comprehensive Front-to-Back Office Treasury platform, covering all financial instruments including very complex structures.
  • RiskAvert: the complete and modern platform for Credit, Market and Operational Risk according to the international frameworks (Basel ΙΙΙ, IFRS9), supporting XBRL.

Patrimonia is the annual networking event of independent wealth management advisors, private banking managers, etc. This year the event focuses on Client acquisition, millennials, AI, Crowdfunding, and more. Conference sessions, being held during the event, will elaborate further on these topics.

More details regarding the event are available here while industry professionals can register here.

News article details

Capital Markets, Wealth Management
Media Type
Press Releases
Geographic Focus