Profile Software

HQ Address

199 Syngrou Avenue, 17121, Athens, Greece

Website Address

www.profilesw.com

Ticker

PROF:ASE

Connect with Profile Software
Business introduction

Financial technology built around your business

The financial technology solution provider for tomorrow's banking and wealth management operations

Capitalising on its 30 years in the marketplace, Profile Software develops and delivers innovative software platforms for the banking and investment management industries. Its solutions have been competitively ranked on top positions due to their functionality and technology while client experience is always a priority to the Profile team servicing a growing clientele worldwide.

Axia is a top of the range award-winning investment management platforms appearing on industry reports highlighting its excellence in functionality and service provided. As the wealth management industry is evolving so do Profile's solutions to offer automation and advanced features ranging from portfolio management, advisory, financial planning, custody to robo advisory, in a multi-dimensional environment, able to automate the operations for end-to-end unique user experience.

Other solutions Profile develops for the financial services industry include: Finuevo, the digital banking platform for agile operations, FMS.next suite that provides digital banking functionality for established (traditional), challenger and private banks as well as marketplace lending firms, Acumen-net for full STP automated  Treasury Management and RiskAvert, a modern risk management platform for powerful reporting covering all approaches.

Profile Software: Challenges and opportunities facing the wealth management marketplace

Market & Business Infrastructure, Portfolio & Wealth Management Systems, Trading & Back Office

06/09/2021

In this fourth and final episode in our new series of video interviews with Profile Software, we speak to Panagiotis (Taki) Aggelopoulos, CTO at Profile Software. Panagiotis outlines what challenges......

Profile Software: Wealth management client types and benefits brought

Market & Business Infrastructure, Portfolio & Wealth Management Systems, Trading & Back Office

03/09/2021

What differentiates Profile Software from the competition?

Market & Business Infrastructure, Portfolio & Wealth Management Systems, Trading & Back Office

01/09/2021

Introduction to Profile Software and the firm's offering to the wealth management market

Market & Business Infrastructure, Portfolio & Wealth Management Systems, Trading & Back Office

30/08/2021

Innovative financial software provider

Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems, Trading & Back Office

14/07/2020

Banking solutions for digital transformation

Digital Platforms & Tools, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems

09/07/2020

The next generation investment management solution

Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems, Trading & Back Office

09/07/2020

Profile Software: Omni-channel wealth management & family office solutions

Portfolio & Wealth Management Systems, Trading & Back Office

18/04/2018

Profile Software: Ditto Bank achieves high degree of automation via FMS.next, the digital banking solution

Core Banking, Digital Platforms & Tools

01/04/2018

Profile Software: A wealth of FinTech knowledge

05/03/2018

Business Overview

Profile Software is an award-winning banking and investment management software provider. The company has a presence in 38 countries and offices in key financial centers. Its solutions have been competitively ranked due to their functionality and technology.

The company continuously invest in developing innovative and pioneering platforms for the financial services organisation with the most recent being the Robo Advisory solution, which supports both fully automated self-service and a hybrid model to advance existing services.

Customers

Being distinguished to deliver superior client service, Profile prides itself for the dedication and commitment to supporting firms internationally to help them achieve their business objectives through the rich functionality available in its platforms that boosts automation, enables compliance, improved productivity, reduced operational risk and easy integration.

Partners

Profile Software is developing its partners' network across the world to be able to support local customer needs with industry-related specialised IT firms that would be able to market and support its range of offering. In order to complement its products for specific projects also forms alliances with established focused IT vendors developing internationally tested platforms so as to address holistically the complete needs of financial services institutions, where needed. It is worth mentioning that Profile's platforms are available on App store, Microsoft Azure, and Amazon Web Services.

Key Data

Year founded
1990
employees
51-200
offices
10
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Family Offices

Profile Software Solutions

Axia

Axia is the cloud/web-based, omnichannel solution for advanced investment management operations. Axia is the evolution of the market proven flagship Profile's platform for the industry incorporating all the modern technologies and functionalities to drive competitiveness and efficiency across your operations and client service. It enhances business agility through a quick......

business needs
Client type
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Acumen.plus

Acumen.plus is a completely open platform covering the entire spectrum of treasury and capital markets operations in real-time, across all inter-banking business and client segments. It allows each bank to deploy only the required functions in the most efficient way, offering a high degree of automation. Acumen.plus and its rich functionality......

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Axia Custody

Axia Custody supports post-trade processing for Global Custodian, Sub-Custodian, Agents and Mutual Fund Custodian delivering fully (STP) automated, 4-way matching and settlements ensuring improved communication among Market, Local Brokers, International Brokers, International Broker Agents, Sub-Custodians, and Clients. It is worth noting that the system has a 2-Way SWIFT (SMPG standards)......

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Axia Robo Advisor

The Axia Robo Advisor solution delivers a digital, omni-channel self-service to enable wealth management firms to offer an innovative and competitive approach addressing the mass market with complete automation of processes, security, reliability and compliance with regulations (e.g. MiFID II, GDPR). It also supports a hybrid-advisory service, should personal advice be......

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FMS.next

FMS.next is the modern and flexible banking platform successfully addressing the needs of global financial institutions, retail and corporate banking, traditional as well as branchless and challenger banks or alternative finance organisations. This is achievable through its uniquely designed modular architecture which coupled with powerful product factory capabilities enables firms to......

business needs
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RiskAvert

RiskAvert is the modern risk management solution that allows financial institutions to gather and reconcile data, calculate, aggregate and report regulatory credit, market, operational and concentration risk in a natively integrated, yet modular environment. It covers all approaches for Operational, Market and Credit Risk Calculation allowing the bank to evolve from......

business needs
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