PROFILE Software

Rated 3.00(2) — PROFILE Software

PROFILE Software’s IMSplus Mobility, enables mobile access to your investment management platform. Specifically, this new module of IMSplus provides a set of client relationship and portfolio management tools, which may be white-labeled, to better...

Rated 5.00(2) — PROFILE Software

Mobius Wealth is a top level mobile app offering easy access to both your RMs and their clients providing a compelling digital experience across all mobile channels. It is a white-labelled solution that you can brand with your own logo to enhance your...