---
description: Review of ProfileOne Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: ProfileOne | Reviews, Pricing & Demos - SoftwareAdvice AU
---

Breadcrumb: [Home](/) > [Agentic AI](/directory/5076/agentic-ai/software) > [ProfileOne](/software/693869/ProfileOne)

# ProfileOne

Canonical: https://www.softwareadvice.com.au/software/693869/ProfileOne

> ProfileOne is an enterprise-grade agentic AI orchestration platform built for financial institutions, including banks, credit unions, and wealth management firms of all sizes. ProfileOne can be deployed as a cloud-based solution, giving teams access through any web browser without managing on-premises infrastructure. Core features include AI-driven workflow automation, real-time data aggregation, compliance monitoring, and client portfolio tracking. Financial businesses can use the workflow automation tools to reduce manual processing across operations, while compliance monitoring helps teams stay aligned with regulatory requirements. The client portfolio tracking feature gives advisors a consolidated view of account activity and performance. Support is available via email, phone, and an online knowledge base.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## About the vendor

- **Company**: PROFILE
- **Founded**: 1990

## Commercial Context

- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Cyprus, France, Greece, Norway, Singapore, Sweden, United Arab Emirates, United Kingdom, United States

## Support Options

- Email/Help Desk
- Phone Support
- 24/7 (Live rep)

## Category

- [Agentic AI](https://www.softwareadvice.com.au/directory/5076/agentic-ai/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/693869/ProfileOne)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/693869-ProfileOne/> |
| en-AU | <https://www.softwareadvice.com.au/software/693869/ProfileOne> |
| en-GB | <https://www.softwareadvice.co.uk/software/693869/ProfileOne> |
| en-IE | <https://www.softwareadvice.ie/software/693869/ProfileOne> |
| en-NZ | <https://www.softwareadvice.co.nz/software/693869/ProfileOne> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"SoftwareAdvice Australia","address":{"@type":"PostalAddress","addressLocality":"Sydney","addressRegion":"NSW","postalCode":"2060","streetAddress":"Level 18 40 Mount Street North Sydney NSW 2060 Australia"},"description":"Software Advice helps businesses in Australia find the best software. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.com.au","url":"https://www.softwareadvice.com.au/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@id":"https://www.softwareadvice.com.au/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":[]},{"name":"ProfileOne","description":"ProfileOne is an enterprise-grade agentic AI orchestration platform built for financial institutions, including banks, credit unions, and wealth management firms of all sizes. ProfileOne can be deployed as a cloud-based solution, giving teams access through any web browser without managing on-premises infrastructure. Core features include AI-driven workflow automation, real-time data aggregation, compliance monitoring, and client portfolio tracking. Financial businesses can use the workflow automation tools to reduce manual processing across operations, while compliance monitoring helps teams stay aligned with regulatory requirements. The client portfolio tracking feature gives advisors a consolidated view of account activity and performance. Support is available via email, phone, and an online knowledge base.","image":"https://images.g2crowd.com/display-layer-screenshots/2069909/4a6f61427cedfe54603e729932bd910e030e366366b3611a81deb3446fa94964.png","url":"https://www.softwareadvice.com.au/software/693869/ProfileOne","@id":"https://www.softwareadvice.com.au/software/693869/ProfileOne#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"operatingSystem":"Cloud"},{"@id":"https://www.softwareadvice.com.au/software/693869/ProfileOne#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Agentic AI","position":2,"item":"/directory/5076/agentic-ai/software","@type":"ListItem"},{"name":"ProfileOne","position":3,"item":"/software/693869/ProfileOne","@type":"ListItem"}]}]}
</script>