Profile announced that MoneyMasters Limited is implementing the Axia Suite platform to optimize wealth management operations. The platform allows the financial institution to streamline processes and enhance its operational efficiency, in order to achieve its digital growth and geographical expansion throughout the Caribbean.
MoneyMasters Limited is a financial organization founded in Jamaica in 2007, with primary objectives including financing infrastructure and industrial projects, efficient investments, providing advisory and portfolio management services for private clients, as well as managing and marketing self-managed mutual funds.
END-TO-END EXPERIENCE
Profile replaced the institution’s existing self-developed tools and manual paper-based processes with the provision of an end-to-end digital experience. Additionally, client onboarding and mutual fund buying/selling processes were automated through the Axia Suite client portal.
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