Robo Advisory

# Robo Advisory ## Automate the advisory service offering [Contact us](https://www.profilesw.com/contact/) [Overview](https://www.profilesw.com/solutions/robo-advisory/#overview) [Offered solution](https://www.profilesw.com/solutions/robo-advisory/#offered-solution) [Discover the products](https://www.profilesw.com/solutions/robo-advisory/#discover-the-products) Robo Advisory [Overview](https://www.profilesw.com/solutions/robo-advisory/#overview) [Offered solution](https://www.profilesw.com/solutions/robo-advisory/#offered-solution) [Discover the products](https://www.profilesw.com/solutions/robo-advisory/#discover-the-products) [Contact us](https://www.profilesw.com/contact/)  #### Overview Being at the forefront of technology the Robo Advisory solution delivers omni-channel, modern and workflow-based functionality to perform online, all needed wealth management operations, for both the investor and the firm. The Robo Advisor platform is a powerful wealth management system that its advanced design allows for complete automation in client onboarding, compliance, risk monitoring, portfolio construction and rebalancing, supporting a fully self-service or hybrid advisory service model offering, depending on the firm’s business requirements. It can be set up and accessed in the cloud or on-premises, with the utmost security of data and analytics.  #### Why choose the Robo Advisory solution by Profile Software? Following international best business practices, the Robo Advisory solution enables firms to deliver wealth management services, either as a separate entity or as part of their existing business setup, to a wider mass market, adding significant value to their operations. The solution with its cutting-edge technology achieves a common and unique user experience, at the same time delivering a complete offering of omni-channel wealth management services. ### Clients Testimonials > > > #### Liberum Wealth > > "When selecting a provider for our core custody platform, we wanted a partner who shared our values of providing clients the highest levels of service, and who had the capability to offer a complete solution with a high degree of flexibility. After an extensive review of competing systems, we chose Profile and their Axia platform due to the flexibility of the software and Profile’s can-do attitude to work with us to develop novel functions. Our teams have worked closely with Profile’s experienced staff to design and configure a solution that meets our requirements. It is very much a collaborative relationship, which we believe will help us gain advantage in the market." > > Stephen Ozanne Chief Executive @Liberum Wealth > > > #### MoneyMasters > > "We are excited to partner with Profile, a company that, from the very beginning of our discussions, engaged with our primary focus to incorporate technology throughout our processes in order to scale and optimise our operational efficiencies and boost client engagement. We feel confident that this collaboration shall add value to our client portfolio and enrich their interaction and experience with MoneyMasters Limited." > > Claudette Crooks President & Director @ MoneyMasters ### Success Stories 05.06.2024 [Case studies](https://www.profilesw.com/insight_category/case-studies/) #### [Case Study: MoneyMasters Limited enhances Wealth Management with Axia Suite](https://www.profilesw.com/insights/case-study-moneymasters-limited-enhances-wealth-management-with-axia-suite/) [Discover More](https://www.profilesw.com/insights/case-study-moneymasters-limited-enhances-wealth-management-with-axia-suite/) 05.06.2024 [Case studies](https://www.profilesw.com/insight_category/case-studies/) #### [Case Study: FundBank automates operations with Axia Suite](https://www.profilesw.com/insights/case-study-fundbank-automates-operations-with-axia-suite/) [Discover More](https://www.profilesw.com/insights/case-study-fundbank-automates-operations-with-axia-suite/) ## Discover the product  #### Axia Suite Axia is the web-based, omni-channel front-to-back solution for Wealth Management [Discover the product](https://www.profilesw.com/products/axia-suite/) ### Related Insights 18.06.2026 [Articles](https://www.profilesw.com/insight_category/articles/) #### [AI in Wealth Management: From Copilots to Agents](https://www.profilesw.com/insights/ai-in-wealth-management-from-copilots-to-agents/) [Discover More](https://www.profilesw.com/insights/ai-in-wealth-management-from-copilots-to-agents/) 08.04.2026 [Reports](https://www.profilesw.com/insight_category/reports/) #### [2026 WealthTech100 Report](https://www.profilesw.com/insights/wealthtech100-report-2026/) [Discover More](https://www.profilesw.com/insights/wealthtech100-report-2026/) 10.11.2025 [Reports](https://www.profilesw.com/insight_category/reports/) #### [IBS Intelligence: Wealth Management and Private Banking Systems Report 2025](https://www.profilesw.com/insights/ibs-intelligence-wealth-management-and-private-banking-systems-report-2025/) [Discover More](https://www.profilesw.com/insights/ibs-intelligence-wealth-management-and-private-banking-systems-report-2025/) ### More solutions [See all solutions](https://www.profilesw.com/solutions/) **Properties Investment Management** The Properties and Investment Management Solution offers a unified view of all properties and invest... [Discover More](https://www.profilesw.com/solutions/properties-management/) **Shareholders Management** Our Shareholders Management solution delivers end-to-end automation and advanced monitoring capabili... [Discover More](https://www.profilesw.com/solutions/shareholders-management/) **Wealth Management** The Wealth Management Solution offers a robust wealth management system with a client-centric approa... [Discover More](https://www.profilesw.com/solutions/wealth-management/) **Capital Markets** As Capital markets developed exponentially over the past few years to offer faster and more reliable... [Discover More](https://www.profilesw.com/solutions/capital-markets/) **UK Wealth Management Compliance** The regulatory, tax and market-infrastructure layer that lets UK wealth managers run their full clie... [Discover More](https://www.profilesw.com/solutions/uk-wealth-management-compliance/) **Additional Investment Solutions** Capitalising on many years of experience in the industry, Profile Software delivers a range of innov... [Discover More](https://www.profilesw.com/solutions/additional-investment-management-solutions/) **Asset Management** Asset Managers need flexible solution that can adjust to business requirements and provide them with... [Discover More](https://www.profilesw.com/solutions/asset-management/) **Fund Management** Fund Managers need tools to help them simplify and automate traditionally tedious processes. The Fun... [Discover More](https://www.profilesw.com/solutions/fund-management/) **Corporate Actions Automation** End-to-end automation of the corporate actions lifecycle — reducing operational risk, sharpening cli... [Discover More](https://www.profilesw.com/solutions/corporate-actions-automation/) **Custody** The Custody solution comprehensively covers all the needs of the Custodian Services market and provi... [Discover More](https://www.profilesw.com/solutions/custody/) [Close ](https://www.profilesw.com/solutions/robo-advisory/#) ## Search Search ## Subscribe to our newsletter