UK Investment House Goes Live With Profile Software Platform

Tom Burroughes

21 April 2017

London-based investment firm .

Dolfin was founded in 2013; it provides custody, trading and asset management for private clients and institutions. It helps wealth managers, private bankers and other financial advisors to start and grow their own business by sharing its infrastructure and services.

The firm chose implemented IMSplus and Axia - Profile offerings - as its end-to-end core wealth management platform, replacing an existing platform.