Wealth Management

The Wealth Management Solution offers a robust wealth management system with a client-centric approach, including effective portfolio management systems that enable Relationship Managers to focus on their clients’ needs.

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Asset Management

Asset Managers need flexible solution that can adjust to business requirements and provide them with sophisticated tools to effectively manage their investments and experiencing agile operations.

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Fund Management

Fund Managers need tools to help them simplify and automate traditionally tedious processes. The Fund Management Solution alleviates the pain by offering modern tools to advance flexibility and operational efficiency, for the Fund Management industry.

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Robo Advisory

The Robo Advisor solution delivers omni-channel, modern and workflow-based functionality to perform online, all needed wealth management operations, for both the investor and the firm and can be deployed either as fully automated or hybrid model.

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Custody

The Custody solution comprehensively covers all the needs of the Custodian Services market and provides the required flexibility

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Capital Markets

As Capital markets developed exponentially over the past few years to offer faster and more reliable services to investors, Modern Capital Markets Solutions achieve efficiency and economies of scale for remote access and on-the-go shareholders management.

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Additional Investment Solutions

Capitalising on many years of experience in the industry, Profile Software delivers a range of innovative, internationally recognised Investment Management Solutions with mobile, web and cloud capabilities.

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