PROFILE launches mobile access capability for Investment Management, namely IMSplus Mobility

26 July 2012

PROFILE Software, an international financial software solutions provider, announced today the enrichment of IMSplus, its leading investment management platform, with a new mobile access integrated module, namely IMSplus Mobility. The new module provides a set of client relationship and portfolio management tools, which may be white labeled, to better promote the business and sales objectives of any Bank, Wealth Manager, Investments Professional or Broker.

Leveraging the platform’s rich functionality, modern technology, open architecture, and security infrastructure, IMSplus Mobility enables Asset and Wealth Managers to work from their “mobile office” with unrestricted access to their clients’ data, whenever and wherever needed, providing enhanced services while collaborating with their clients either remotely or in-person. The existing mobile access to the clients’ information, holdings, transactions, analysis reports, statements and on-line order management, will soon be accompanied with new features such as alerts monitoring. This set of tools for mobile devices is available as natively developed, secure applications on the Apple iOS and Android platforms for smartphones and tablets.

Such mobile-based business tools, besides being modern and elegant, can also play a significant role in the Asset/Wealth Management services industry as they enable professionals to provide value-adding services, assist them to better promote their business while improving their productivity and effectiveness. The use of mobility tools offers an interactive experience, accelerates sales, simplifies new clients’ acquisition process, facilitates existing clients’ retention, and eventually leads to a more direct and closer relationship with the clients (investors).

IMSplus Mobility provides similar features to the investors (e.g. HNWIs), allowing them, among others, to view online their portfolio holdings and transactions. In addition, investors’ mobile functionality includes quick access buttons to perform actions linked with their investments manager.

In today’s challenging market conditions, it is critical for the investor to remain involved, be constantly up-to-date and assured that the expected service level has been reached, if not exceeded. IMSplus Mobility, as is the case with other new and enhanced IMSplus features planned to be released within 2012, has been designed and developed by having these market conditions and investor expectations in mind.

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