Complex Made Simple

PROFILE launches IMSplus 2.1, the next generation front-to-back investment management platform

PROFILE Software, an international financial solutions provider, announced the release of the upgraded version of IMSplus 2.1, its industry-leading wealth and asset management platform.

This release provides significant improvements to the existing modules boosting STP (Straight Through Processing) for front to back operations and deploys state-of-the-art technologies with web and mobile features to deliver service excellence, operational efficiency and productivity increase.

As the Wealth Management industry is reshaping, PROFILE’s recent upgrade of IMSplus Web and IMSplus Mobility versions enable the utilisation of smart and digital tools that add real value to firms’ operations and promote client experience. Some of the new mobility additions include enhanced portfolio analysis and advisory tools, enabling organisations to securely and cost-effectively transform their traditional business model and provide digital wealth management services.

IMSplus 2.1 is further enriched with a new customisable Wealth Management dashboard, risk and scenario analysis functions, while a set of new in-built business intelligence tools provide comprehensive reporting for all types of business users. The latest release also includes additional connectivity features with international custodians, fund providers and new real-time market data links (e.g. Bloomberg) which streamline data updates and make live portfolio valuation available on the Wealth Manager’s desktop and mobile device (smarthphone/tablet).

A number of significant upgrades and tools to promote user experience in IMSplus 2.1 is the result of PROFILE’s product strategy to continuously enrich IMSplus with client-centric functionalities while being up-to-date with the latest technology trends. The IMSplus product management team, by monitoring the market developments and focusing on supporting clients’ needs, is regularly reviewing the product’s roadmap priorities to better adjust and accommodate all the needed technical, regulatory and functional requirements.

PROFILE’s efforts have been internationally recognised both by domain consultants, as shown by the company’s inclusion in top industry reports and awards and, more importantly, by clients, as evidenced by a number of recent new project assignments.