Case Study: BAC San Jose Puesto de Bolsa SA achieves streamlined portfolio operations and enhanced client reporting with Profile Software's IMSplus

BAC San Jose Puesto de Bolsa SA - Customer Case Study

Costa Rica-based BAC San José Puesto de Bolsa SA, the largest private financial institution in Costa Rica and part of the BAC Credomatic Group, needed a platform to manage investment and client portfolio operations and to automate manual processes. After an international vendor evaluation, they selected Profile Software and its IMSplus solution to meet these requirements.

Profile Software implemented IMSplus to automate workflows, deliver a powerful MIS with customisable reporting, and enable easy monitoring of portfolios and transactions. The deployment streamlined operations, advanced client service capabilities, and helped ensure compliance with international standards through improved reporting and process automation.

BAC San Jose Puesto de Bolsa SA