PROFILE Software, an international financial solution vendor, announced today the launch of the upgraded version ofMobius Platform, its innovative, mobile investment management application which can be integrated with any back-endinvestment management system, offering a best-of-breed approach that adds real value to Investment Officers and their clients.The Mobius platform has already been selected and successfully implemented in Financial Services Organisationsin Europe,including a Swiss-based Bank.
Mobius compiles data from any back-end system (investment management, wealth management, market data vendor, trading platform, etc.) into a comprehensive and elegant presentation layer for mobile devices (smartphones and tablets) – (iOS Universal application and Android). Leveraging the PROFILE Mobility platform,Mobiuscan operate either in an online or previous end-of-day update mode.Therefore financial services organizations can utilise their existing infrastructure with quick time-to-market,extreme flexibility, and minimal investment cost.
The upgraded version of the Platform fully interacts with anyInvestment Management system delivering a reliable and personaliseddigital experience ofreal-time Portfolio Management & Advisory Tools, a new Dashboard,Portfolio Holdings and Analytics, Monitoring, Market Watch-list, Trading, Document DistributionandManagement, as well asNotifications. The mobile applicationeffectively meets country specific regulations, provide a truly personalised client approach and communication channel while offering the option to be branded with the firm’s own logos (white-labelled).
The use of mobile apps empowers firms to increase theirInvestment Officers’ productivityby allowing their clients and executives to get updated and monitormarkets, portfolios and analytics, using their mobile devices.
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The architecture follows the highest security standards (including geo-fencing and lock-on-shake, among others), allows easy customisation, and ensures availability ofinformation anywhere at any time. Theavailableflexible pricing models are designed to meet the business requirements and expansion needs of investment management firms of any size based on usage and number of users.