Profile Software is recognised by Gartner as a Representative Vendor in the 2024 Market Guide for Wealth Management All-in-One Advisor Desktop Platforms. This recognition underscores our commitment to delivering innovative solutions that empower wealth management firms to thrive in a competitive and evolving market landscape.

The report provides Wealth Management CIOs with essential insights into all-in-one advisor desktop platforms, highlighting their role in streamlining advisor workflows and enhancing client communication across digital channels. It explores key trends, such as the increasing demand for advisor/client collaboration capabilities and the adoption of emerging technologies like generative AI (GenAI). The report also evaluates the integration of “best-of-breed” applications, such as CRM, and the significance of cloud-based platforms in enabling scalable, secure, and flexible operations.

Profile Software’s Axia Suite, a robust, cloud-based wealth management solution supports firms in optimising advisor workflows, fostering client engagement, and ensuring compliance, all while leveraging advanced AI and automated capabilities.

Download the report, exclusively available to Gartner’s clients, to explore how Profile Software’s wealth management solution addresses the evolving needs of the wealth management industry.

Click here to visit Profile Software's website to download the report.