Profile Software

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Portfolio Management

HQ

Greece

Profile Software is a world-class Financial Software provider of Mission Critical solutions for the modern Banking, FinTech and Investment Management Industries, offering innovative technologies and successful implementations.

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Chief Investment Officer

Multi Family Office in the US

Some companies with in depth profiles

WIZE by TeamWork

Portfolio Management

HQ

Switzerland

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 100+ custodian automatic feeds for multi-asset consolidated reporting.

Addepar

Consolidated Reporting

HQ

United States of America

Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives

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Privacy Overview

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Functional

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Cookie	Duration	Description
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Cookie	Duration	Description
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Cookie	Duration	Description
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Cookie	Duration	Description
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Cookie	Duration	Description
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intercom-session-ni8sfh0g	7 days	No description
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UserMatchHistory	1 month	Linkedin - Used to track visitors on multiple websites, in order to present relevant advertisement based on the visitor's preferences.

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