Profile Software releases new digital client portal
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Profile Software releases new digital client portal 04 November 2020London Reporter: Maddie Saghir
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The financial solutions provider Profile Software has released Axia Suite, a new digital client portal that offers advanced onboarding.
Profile Software explained the new release incorporates advanced onboarding functionality and a powerful digital client portal to accommodate the increasing market needs in wealth, asset and fund management.
The aim of this new release is to enable competitive and faster communication remotely, in the post-pandemic era, while safely onboarding new clients via an automated process.
The new release supports fully automated steps for the prospect to register, experience fast onboarding, and gain easy access to investment management services.
The solution can be deployed as stand-alone or integrated to existing platforms, which Profile Software said offers a modern, digital tool to financial advisors, funds distributors, wealth managers and private banking relationship managers.
According to the financial solutions provider, this facilitates and accelerates the client / investor onboarding process without compromising regulatory compliance requirements or internal security and policies.
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