Wealth & Private Banking › Portfolio & Wealth Management › Rebalancing
Profile Software
Financial software provider offering investment and wealth management solutions with portfolio management and rebalancing.
Unclaimed — profile compiled by Finantrix editorsWork at Profile Software? Claim this listing, free, to manage it yourself, add your logo and data sheet, and have buyer inquiries sent to your inbox. Sponsoring a buyer guide is separate, from $499 a year.Claim this listing
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
See something inaccurate or out of date? Let our editorial team know.