Case Study: Attica Wealth Management achieves operational optimisation, improved client service and reduced risk with Profile Software's IMSplus

Attica Wealth Management - Customer Case Study

Attica Wealth Management selected Profile Software’s IMSplus to manage the full spectrum of its asset management operations, support regulatory risk management for managed funds, and deliver mobile wealth management services on a single platform. The firm sought a dynamic, flexible system to streamline processes, improve reporting and analytics, and free Relationship Managers for more client-facing time.

Profile Software implemented IMSplus (including IMSplus Mobility), providing extensive reporting and analysis, process automation and risk controls. As a result, Attica Wealth Management achieved operational optimisation, gains in accuracy, minimised risk and improved productivity—enabling better client service and more time for Relationship Managers to engage with clients.

Attica Wealth Management