T.C.R. selected IMSplus to manage their wealth management operations
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Profile Software, a leading financial solutions provider, announced today that T.C.R. International Ltd, a fast-growing Cypriot wealth and fund manager, selected IMSplus, its award-winning investment management platform, to effectively manage their full processes of their wealth management activities.
T.C.R. International offers Institutional Clients and High Net Worth Individuals a wide range of Financial Services. They tailor their services around their clients’ unique needs and requirements, providing a bespoke service. T.C.R. provides fund setup, administration and management, along with portfolio management and brokerage services with access not only to all major bourses and exchanges, but also to OTC (Over the Counter) Markets and non-listed instruments, thus giving the ability to its clients to diversify at a substantial level.
Following an extensive due diligence process of international wealth management platforms, T.C.R. selected Profile’s IMSplus to capitalise on its rich functionality, web and mobile capabilities, customisable reporting, process automation and compliance that it provides. IMSplus will be used front-to-back to cover all current portfolio management requirements of T.C.R. while providing powerful KYC and CRM tools to accelerate customer experience, as well as readily available links and interfaces for an integrated approach. Furthermore, T.C.R. will have the ability to instantly provide their own clients with up-to-date position valuation and performance at any given time and utilise the extensive client and MIS reporting capabilities of the platform.
IMSplus enables T.C.R. to experience immense flexibility in their operations while safeguarding their business processes. The system allows for new modules to be incorporated at a later stage with ease thus catering for future needs. IMSplus has been the preferred choice of internationally operating Wealth Management firms due to its user-friendly environment, easy client access capabilities, compliance engine and personalisation options that accommodate the ever-evolving market trends.