MoneyMasters goes live with Profile Software’s Axia Suite for digital wealth management
Jamaican asset management firm MoneyMasters has replaced its internally developed wealth management tools with Profile Software’s Axia Suite.
The integration of Profile’s flagship investment management platform includes a client portal, greater fund and online reporting capabilities, customisable factsheets and digital financial reports.
According to Profile, its tech will provide the Kingston-based firm – which specialises in project financing, investment, discretionary and advisory wealth management services for private clients – with “an end-to-end digital experience” and appease its desire for digital growth.
Through modernising its operations, MoneyMasters intends to expand its presence in the wealth management market of the Caribbean and “scale and optimise our operational efficiencies and boost client engagement”, according to Claudette Crooks, the firm’s president and director.
MoneyMasters joins the growing list of firms tapping London-based Profile Software for tech upgrades. Most recently, Intesa Sanpaolo Bank Albania announced the integration of Profile’s treasury management platform, Acumen.plus, while Cayman Islands-based FundBank confirmed that it had adopted the company’s Axia Custody solution earlier this month.