Profile Software, an international financial solutions provider, announced today that it has been named a category leader in Chartis’ Fintech Quadrant report for Wealth Portfolio Management Suites: Advisor Desktop solutions.

In pursuit of 'holistic financial wellness', the report evaluates the tools and workflow from the advisor’s perspective, as well as those for the customer journey, while it reviews a number of vendors’ solutions that aim to improve advisors’ front-office tools to enable better integration of data and 'command center'-type views of advisor and client activity, and to provide more intelligent support for portfolio managers. The suites are core for wealth advisors and the first a client looks for when reviewing new business requirements.

The advisor's desktop is the command center for prospect/client engagement, financial planning, investment decisioning and practice management.  

Taking into consideration the performance of Axia’s Advisor Desktop and workflow as well as the system’s capabilities for Portfolio Managers and their customers globally, offering “holistic financial wellness” and enhanced front-office experience, Chartis Research recognised Profile’s contribution to the Wealth Management Industry by including the company as a Category Leader in its prestigious FinTech Quadrant report.

“We are pleased to have won this distinction by a well-known analyst firm such as Chartis that evaluates product completeness, implementations, client references and product performance over time. At Profile, we have invested in Axia, our leading investment management platform to deliver the functionality and reliability needed to clients to meet the current and future market trends with innovative features.” says Evangelos Angelides, CEO at Profile Group.

Axia is the pioneering platform that meets and exceeds the needs of Portfolio Managers. The platform delivers flexibility, innovative features, robo advisory characteristics, automated custody and onboarding functionality with a powerful portal to allow for unique User Experience thus adding a competitive feature to our clients’ portfolio. 

“Profile’s Axia demonstrates a continuous growth over time in the functionality and product delivery. The focus on client characteristics, client journey and automated onboarding and investment strategy decisioning were key features. Profile is a long-standing firm with a growing number of clients that demonstrate loyalty and reliability in its offering” says Denise Valentine, Research Director, at Chartis.

This distinction adds to our growing list of awards and industry recognitions, whilst always stands as a step forward to meeting the growing market needs for quality, reliability and innovation in a fintech-driven environment.