Case Study: Dolfin achieves scalable, agile wealth-management operations and streamlined trading, settlement & accounting with Profile Software's IMSplus & Axia

Dolfin - Customer Case Study

Dolfin is a technology‑savvy, independent investment management firm providing custody, trading and asset management to institutional and private clients, and supporting wealth managers and private bankers with shared infrastructure. After a thorough vendor assessment, Dolfin selected Profile Software and implemented IMSplus and Axia to replace its legacy platform, seeking greater flexibility, richer functionality and a more agile, robust and scalable infrastructure.

Profile Software delivered IMSplus and Axia as an end‑to‑end core wealth management platform, enabling straight‑through processing for trading, settlement and accounting via SWIFT and FIX, API connectivity to external sources, and integrated tools for performance and risk analysis, compliance and reporting. The deployment streamlined Dolfin’s operations, improved operational agility and scalability, and delivered measurable efficiencies through automated STP and consolidated reporting and analytics.

Dolfin