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Profile Software presenting technology research findings at ComPeer’s WealthTech conference

Profile Software, an international financial solutions provider, announced today its participation in ComPeer’s WealthTech 2016, taking place at the Merchant Taylors' Hall in London on April 19th. Profile will present the findings from the research conducted, with the support of ComPeer, to leading UK-based Wealth Management Institutions. The research methodology included personal interviews with key executives of Wealth Management firms with £173m to £684m AUM, asking a set of 20+ questions pertinent to:

  • Business Strategy
  • Technology tools for clients
  • Outsourcing requirements
  • Communication between Portfolio Managers and their clients
  • And future business expectations.

Highlights of the research include:

  • To accelerate their growth firms require software solutions that are better integrated and provide value for money
  • Cloud and mobile technologies are becoming the future in the industry
  • Solutions need to provide a better analysis of client profitability and segments
  • 86% of the firms interviewed believe their communication with clients and portfolio functionality will be modernised

Profile will present the full findings from the research, demonstrating the challenges faced by industry professionals in terms of client expectations, firms’ investment in new technologies and efficient reporting, while showcasing Profile’s experience in providing tools to enable firms to realise their objectives with an integrated and modular approach in its implementations.

ComPeer’s WealthTech conference is an annual event for the Wealth Management industry analysing the IT concerns and challenges for the sector. To meet the evolving environment in wealth management different technologies and capabilities are required. Direct to Consumer offerings, regulation and pension reforms are some of the major challenges faced by firms in the current environment. These and more will be presented at this year’s WealthTech event.