Profile Software shortlisted in the WealthBriefing Awards

9 March 2016

Profile Software, an international financial solutions provider, announced today it has been shortlisted both in the Swiss WealthBriefing Awards and the European WealthBriefing Awards, under the categories of “Onboarding” / “Innovative Client Solution” and “Onboarding” respectively. These distinctions highlight the company’s commitment to developing innovative and client-centric solutions that add real value to the financial institutions’ mission-critical operations.

Profile got shortlisted in these awards as it presented its leading wealth management solutions namely IMSplus and Axia, with the latter being the newly developed, cloud-based, omni-channel platform for front-to-middle operations. Axia incorporates a powerful client onboarding functionality that safeguards the business and eases the process for both the client and the relationship manager. Axia can be implemented either as an integrated platform or as a modular solution to provide an advanced and uniquely designed front-office environment with powerful functionality to manage all portfolios and transactions-related functions over any device.

In addition, Axia can also be deployed with various configurations ranging from a Multi-Custodian Bank model for IWMs and Family Offices, an External IWMs’ Network platform of a Wealth Management firm or a Bank to a modern, digital front-office solution to accommodate modern requirements for both the relationship manager and his/her clients.

ClearView Financial Media’s Chief Executive, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to the shortlisted firms. He said: “The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards will recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence in wealth management.”

The awards ceremony for the European WealthBriefing awards will take place at The Guildhall, City of London on Thursday 19 May, 2016.

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