Mobius Wealth



Mobius Wealth is a top level mobile app offering easy access to both your RMs and their clients providing a compelling digital experience across all mobile channels. It is a white-labelled solution that you can brand with your own logo to enhance your product and service offering.

The Mobius Wealth solution uses data from any of your existing systems and compiles them into a new, attractive presentation layer, following the highest security standards. Mobius Wealth fully interacts with your Wealth Management system delivering a completely personalized experience according to your specific preferences with Real-time Portfolio Management & Advisory Tools, Portfolio Holdings and Analytics, Monitoring, Market Watch-list, Trading, and Document distribution & viewing. By connecting to PROFILE’s Mobility platform, data security and continuity are safeguarded while customization options allow you to further develop your existing wealth management services.

Mobius Wealth is suitable for Private Banks, Wealth Managers, IndependentAssetManagers (IAMs), IndependentFinancialAdvisors (IFAs), Brokers, Investments Professionals in general, as well as to all the aforementioned organisations’ or professionals’ clientele. In addition, the application is available following a flexible pricing scheme to meet the evolving business requirements of every organization.

Key features
• Vendor independent; ability to connect with any 3rd-party wealth or investment management platform, market data provider and/or trading platform back-end system. Availability of ready adaptors to a number of back-end systems.
• White-label capability to better promote your commercial objectives of personalised branding.
• Portfolios’ valuation and asset allocation analysis, accounts history and drill-down capabilities to the transaction level.
• Position details showing cost, profitability and performance info.
• Comparison of a portfolio against an associated model portfolio with drill down capability.
• Intuitive interface for performance display and comparisons with benchmarks for any user-defined period and per selected instrument.
• Real-time position, market data monitoring through a watch list.
• Online trading and complete order management capability.
• Clients’ documents accessible on-the-go.
• Location-based services for branches’ and service points’ info.
• Compliant with the highest security standards in mobile applications’ development.
• Full utilisation of mobile devices’ capabilities to provide smart features such as Geofencing, Lock-on-shake among others.
• Push Notifications support.
• Flexible pricing model.

Why is it different?
• Ready-to-use: Integrates with your existing wealth management system
• White-labeled: Brand it as your own and personalize your service
• Flexible pricing: Minimize implementation effort and financial resources

• Minimum investment in cost and IT effort (utilises your existing infrastructure).
• Personalised client service.
• Security and secrecy are safeguarded with unrestricted access.
• Productivity and performance increase are ensured.
• Building more effective client relationship.

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