PROFILE’s Investment Management solutions ranked high in Aite Group’s and Celent’s industry reports
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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.
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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.
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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.
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PROFILE Software’s investment management solutions (IMSplus and Mobius) rank among the top European and International Wealth Management Vendors. The company’s solutions have been included in Aite Group’s recent report “Independent Wealth Managers in Europe and Asia: 10 Portfolio Management Systems to Consider” and Celent’s “European Wealth Management Vendors”, demonstrating a high score in functionality.
Aite Group’s recent report examines the challenges and needs of the Independent Wealth Managers in Europe and Asia and the effect of new regulations, client expectations, costs and market drives for their operations. Aite Group describes: “Technology’s role of supporting and enabling IWM sector is becoming increasingly clear”. IMSplus, PROFILE’s investment management platform, was included in the report as one for the top 10 portfolio management vendors that effectively meet the sector requirements for functionality, flexibility, automation and ease of use. The platform was also included in Celent’s report of European Wealth Management Vendors with front-to-back solutions ranking in the top two positions in terms of functionality.
IMSplus successfully meets the needs of organisations for portfolio management, performance analysis, risk analysis, mobile capabilities, data consolidation, reporting and client centric offering. IMSplus competitively covers Private Wealth Management, Insurance Investment, Family Offices and IAMs requirements – among others. It has significantly been enhanced with a new customisable dashboard for Wealth and Asset Management, new reporting features and advanced automation tools. The IMSplus Web and IMSplus Mobility in-built modules enable a more focused client-centric approach and flexibility for both the users and their clients.
IMSplus can be implemented either as an integrated platform or as a stand-alone solution while it can be customised to enable firms utilise the functionality needed to meet their requirements, without hidden costs. The system automates the processes with a powerful STP mechanism for a controlled workflow optimising the operational effectiveness and client experience.
The company also developed Mobius Platform – an innovative investment management application for mobile devices. Mobius is the ideal solution for all investment management operations as it connects to any back-end system (investment management platform, market data provider, trading platform, etc.). It can be white-labelled and is available with a flexible pricing model to meet all-size firms’ requirements. It enables wealth management professionals to monitor their investments on-the-go over a secure environment.
Aite Group is an independent research and advisory firm focused on business, technology, and regulatory issues and their impact on the financial services industry.
Celent, member of the Oliver-Wyman group a $1.3bn business, is a research and consulting firm focused on the application of information technology in the global financial services industry.