Dolfin goes live with Profile’s Wealth Management solution

Profile Software, an international financial solutions provider, announced today that Dolfin, a London-based investment firm, is managing its asset management operation with Profile’s award-winning platform, enabling a fully automated operational environment.

Founded in 2013, Dolfin is technology-savvy, independent, with a fresh approach. Providing custody, trading and asset management to both institutional and private clients, its focus is on helping wealth managers, private bankers and other financial advisers to start and grow their own business by sharing its infrastructure and services.

Dolfin, following a thorough vendor assessment process, selected and implemented IMSplus and Axia as its end-to-end core wealth management platform, which replaced the existing platform, in order to experience flexibility and rich functionality while utilising the new technology to maximise agility in its own operations. The new platform aligns with the organisation’s objectives, making its infrastructure robust and scalable.

The Solution enables Dolfin to streamline trading, settlement and accounting processes (STP utilising SWIFT & FIX connectivity), API connectivity to external sources and utilise tools for performance & risk analysis, regulatory compliance and reporting throughout the business.

Amir Nabi, COO at Dolfin commented “Our aim is to offer our clients investment expertise with digital agility so it’s crucial that our infrastructure and technology are first-rate. In selecting third party providers, we look for the best of breed. We’re happy to be working with Profile Software”.

Profile’s CEO, Babis Stasinopoulos remarked “It is a privilege to work with Dolfin, a financial services firm that is enthusiastic to utilise the available digital tools to accelerate their clients’ and partners’ experience beyond traditional wealth management operations. The flexibility and modern technology available in our platforms, is expected to add real value to their operations”.

Investing in delivering reliable and functionality rich platforms that adhere to country specific regulations and client-centric requirements, Profile’s wealth management solutions support easy integration, automation, and business agility.

Founded in 1990, Profile Software (www.profilesw.com) is a specialized software solutions provider with offices in Geneva, Dubai, London, Singapore, Athens, and Nicosia, delivering market-proven solutions to the Investment Management and Banking industries. Profile Software is recognized as an established and trusted partner in a number of regions in America, Europe, Africa and Asia, offering a wide spectrum of solutions to the financial services sector. Profile Software’s solutions enable organizations to align their business and IT strategies while providing the necessary business agility to proactively respond to the ever-changing market conditions.

Independent and unhindered by outdated technology or legacy thinking, Dolfin provides asset management, trading and custody solutions that combine investment expertise with digital agility. Although we serve a select group of institutional and private investors, our focus is partnering with forward-thinking private bankers, wealth managers, independent financial advisors and other external asset managers. Our model – which includes sharing our infrastructure, market access and technology – leaves our partners free to focus on their clients. 

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