Jamaican asset management firm MoneyMasters has replaced its in-house wealth management tools with Profile Software’s Axia Suite, aiming to enhance its digital offerings and expand in the Caribbean wealth management market.
Facts
- MoneyMasters, an asset management firm in Jamaica, has partnered with Profile Software to replace its internal wealth management tools.
- The integration includes Profile Software’s flagship investment management platform, offering a client portal, enhanced fund and online reporting capabilities, customizable factsheets, and digital financial reports.
- Profile Software’s technology will provide MoneyMasters, based in Kingston, with an end-to-end digital experience to support its services in project financing, investment, discretionary, and advisory wealth management.
- MoneyMasters seeks to modernize its operations to expand its presence in the Caribbean wealth management market and improve operational efficiencies while enhancing client engagement.
- MoneyMasters joins a growing list of firms choosing Profile Software for tech upgrades, including Intesa Sanpaolo Bank Albania and FundBank in the Cayman Islands.
