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Wealth & Private Banking › Portfolio & Wealth Management › Rebalancing
Profile Software
Financial software provider offering investment and wealth management solutions with portfolio management and rebalancing.
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Overview
Profile Software is a financial software provider whose investment and wealth management solutions support portfolio management, rebalancing and reporting for banks, asset managers and wealth firms. Its platforms cover the investment lifecycle across multiple asset classes and client segments.
Profile's wealth and investment offerings are designed to be flexible and integrate within wider financial technology environments for institutions and advisory firms.
Key Features
- + Portfolio management and rebalancing
- + Investment lifecycle support
- + Performance and client reporting
- + Multi-asset-class coverage
- + Compliance and risk functionality
- + Flexible, integrable platform
Integrations
Open APIREST API
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