Profile Asset Management
Profile Asset Management: A multi-asset platform combining portfolio analysis, risk tools and automated allocation. Ranked #50 of 81 in Portfolio Management Software by our editors (4.4/10); pricing: Pricing on request; best for institutions managing traditional and alternative portfolios.
At a glance
- Editor score4.4 / 10
- PricingPricing on request
- Best forInstitutions managing traditional and alternative portfolios
- Asset class coverageMulti_asset_alternatives
- Founded1990
- Facts checked24 Sep 2026
Where it wins
- Tracks portfolio performance at multiple levels with contribution and attribution analysis
- Analyzes risk and holdings through look-through analysis and investment limits
- Reviews historical transactions, balances, holdings and profit and loss
Where it doesn't
- Pricing is quote-based through the vendor's sales process
- The described capabilities span Centevo Suite and broader Asset Management solutions
- Automated asset allocation may be unnecessary for firms seeking only reporting
Our verdict on Profile Asset Management
Profile Asset Management from Profile Software supports asset managers, fund managers and banks managing traditional and alternative investments. Its portfolio capabilities cover performance monitoring, contribution and attribution, risk analysis, look-through analysis, investment limits and compliance tools. The vendor positions its solutions for asset management companies and financial institutions, with fit that includes mid-market and enterprise organizations. This is geared toward institutions that need analysis across a multi-asset portfolio rather than a narrowly focused investment tracker.
The analytical scope is a central strength: Centevo Suite includes business intelligence for historical transactions, account balances, holdings and profit and loss, alongside performance and risk measures at both portfolio and instrument level. That combination gives investment teams more than a headline return view, supporting analysis of contributors, exposures and measures at different levels. Automated asset allocation is also included, which may suit organizations seeking an allocation workflow alongside monitoring and risk analysis. Buyers should distinguish the described Centevo Suite capabilities from the broader Asset Management solution, since the vendor presents them as related but separate descriptions.
The vendor presents Centevo Suite as a cloud-based platform and also describes other deployment options for its broader solutions. Access is listed for web and API, with email, phone and ticket support channels; the compliance signal provided is ISO 27001. Pricing is quote-based through a contact-sales process rather than a published plan structure, so organizations will need to discuss requirements directly with Profile Software. Choose it if portfolio-level and instrument-level analysis, traditional and alternative asset support, and allocation tools belong in the same evaluation. It is less suited to buyers seeking simple performance reporting alone or a self-service, published-price purchase.
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Profile Asset Management pricing
Profile Asset Management fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Asset class coverage | Multi_asset_alternatives |
| Performance reporting | Yes |
| Allocation analysis | Yes |
| Risk analysis | Yes |
| Tax-lot tracking | Not verified |
| Maximum portfolios | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | ISO 27001 |
| Support | Email, Phone, Tickets |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Pricing | Pricing on request |
| Website | profilesw.com |
| Facts checked | 24 Sep 2026 |
Alternatives to Profile Asset Management
- BlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
- Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
- Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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