
Profile Software at AM TECH DAY by L’Agefi as a Silver Sponsor in Paris
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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, announced today its participation as a Silver Sponsor at the Wealth and Asset Management-focused event, “AM TECH DAY by L’Agefi”, taking place on 17 October 2018 in Paris, France, showcasing its pioneering and award-winning Investment Management solutions.
During this event, Profile Software experts will have the opportunity to discuss with professional delegates on Profile’s next generation Wealth Management solutions that are effectively addressing market evolving trends by empowering operational excellence and compliance with international standards on a single, cloud-enabled platform. Indicatively, Profile’s solutions include:
- Axia & IMSplus: the award-winning Investment Management platforms for advanced Wealth, Asset and Fund Management, Insurance Investment Management, Personal/Private Banking, Robo-Advisory and Custody operations with full cloud/web-based, omni-channel environment.
- FMS.next: the internationally implemented Digital Banking system available in the 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 Risk Management, Capital Management and Regulatory Reporting platform supporting XBRL validation.
At its stand (No 1), Profile Software will be presenting among others its newly-launched Axia Robo Advisor, which automates all investment management operations targeted to wealth management firms that wish to address a wider market of investors. Axia delivers modern and workflow-based functionality enabling complete automation in client onboarding, compliance, risk monitoring, portfolio selection and rebalancing, supporting a fully self-service or hybrid advisory service model.
AM TECH DAY by L’Agefi is a pan-European event focused on the impact of technological innovations on the asset management industry. The event includes parallel conference sessions and keynote presentations as well as an exhibition area including the Village Start-up. One of the event’s highlights is Finchallenges, where the initiatives developed through coopetition between start-ups, asset managers, distributors, banks and insurance companies, will be presented. More information on the event is available on https://www.agefi.fr/site/2018-am-tech-day.