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London-based investment firm implements new wealth management software
21/04/2017 , News Team

Dolfin, a London-based investment firm, has implemented international financial solutions provider, Profile Software's wealth management solution for its asset management operation, enabling a fully automated operational environment

Dolfin, following a thorough vendor assessment process, selected and implemented IMSplus and Axia as its end-to-end core wealth management platform, which replaced the existing platform, in order to experience flexibility and rich functionality while utilising the new technology to maximise agility in its own operations, said the firm.

The Profile's platform aligns with the organisation’s objectives, making its infrastructure "robust and scalable".

The Solution enables Dolfin to streamline trading, settlement and accounting processes, API connectivity to external sources and utilise tools for performance & risk analysis, regulatory compliance and reporting throughout the business.

Amir Nabi, chief opération officer at Dolfin commented: "Our aim is to offer our clients investment expertise with digital agility so it’s crucial that our infrastructure and technology are first-rate. In selecting third party providers, we look for the best of breed. We’re happy to be working with Profile Software”.

Founded in 2013, Dolfin provides custody, trading and asset management to both institutional and private clients. It focuses on helping wealth managers, private bankers and other financial advisers to start and grow their own business by sharing its infrastructure and services.

 

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