PROFILE Software, an international financial solutions provider, announced today its support at the WeathTech Conference in London on the 28th of April at Fishmongers' Hall (16:00-20:00) as a Bronze sponsor. The company’s executives will have the opportunity to present Axia, the company’s new Cloud-based wealth management solution to the professional IT delegates of the industry.
The ComPeer’s WealthTech conference is an annual event for the Wealth Management industry. As most of the new software being built this year is based on Cloud technology, the conference will tackle issues related to how this technology is expected to affect the wealth management industry. What are the key issues surrounding the Cloud and how can wealth management firms ensure they receive value for money? Can a business case be built accurately for this new technology? ComPeer has cooperated with top experts in Cloud technologies has conducted research via a series of interviews and will be presenting the results at the conference.
PROFILE Software is also participating in the proceedings to further elaborate on Wealth Managers’ expectations and how they view this new business and operating model, while introducing its new offering. Axia provides a wealth of features for medium size Wealth Management firms and IFAs as well as banks that manage a network of external IFAs and want a common user experience across all digital channels. It is a uniquely designed web application that provides a configurable dashboard per user role, efficient client administration, client on-boarding, compliance, portfolio management tools and consolidated client reporting among others for Wealth / Relationship Managers and their clients.
By investing heavily on new technologies and following industry trends to meet the business and technical challenges of its clientele, PROFILE Software develops innovative, flexible and easy to use solutions that aim to meet the Wealth Management sector requirements internationally.