T.C.R. selected IMSplus to manage their wealth management operations
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 on Premium features.
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 on Premium features
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 to discuss a subscription.
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
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
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.