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Profile Software in the annual PATRIMONIA 2017, the wealth management conference, in Lyon, France

Profile Software, an international financial solutions provider, announced today its participation in the annual PATRIMONIA 2017 that is taking place on the 28th and 29th September 2017 at the Centre de Congrès de Lyon in Lyon, France.

Following the successful and growing presence and strategic investment in the French market as a result of the recent banking implementation (Ditto Bank by Travelex), new project assignments, personnel expansion as well as the recent treasury software acquisition (Login SA), Profile Software will be supporting its operations by showcasing in this event its innovative range of solutions for the financial services industry at stand number K46 (Hall 2):

  • IMSplus & Axia: the award-winning investment management platforms for advanced Wealth Management, Asset and Fund Management, Insurance Investment Management, Family Office, Personal Banking and Custody. Axia is a pioneering omni-channel platform for the sector delivering a competitive user experience.
  • a specialised Universal Banking system including Core/Digital Banking, Marketplace Lending/Crowdfunding and more.
  • AcumenNet: the comprehensive front-to-back office treasury platform, covering all financial instruments including very complex structures.
  • RiskAvert: the complete, modern and efficient Risk Management and Regulatory Compliance solution for Credit, Market and Operational Risk.

The solutions can be customised and accessed from any device by both the professional users and their clients.

In addition, Profile Software’s experts will provide insights on how modern financial institutions can align their business and IT strategies while ensuring business agility to respond to the ever-changing market conditions.

Patrimonia is the annual meeting of independent wealth management advisors, private banking managers, life insurance brokers, notaries and accountants. This year the event focuses on the digital, regulatory and heritage regulatory challenges of tomorrow. During the event, there is a conference being held around the new world order and the new economic models, as well as the new: Patrimonia Academy, an area devoted to the consulting business.