Overview
Axia is Profile Software's award-winning, web-based, omni-channel, MiFID II enabled Investment Management software. Axia enhances business agility, supporting a quick setup of processes, offering unique automation features over a sophisticated, yet user-friendly interface. It covers all aspects of wealth management activity, offering front-to-back functionality. Axia is successfully servicing Wealth, Asset, Fund Management, Custody, Robo advisory and Private/Personal Banking with modern powerful tools and technology.
The platform continuously increase the number of implementations across a number of functions such as fund management, custody and wealth in various regions, showcasing the steady enrichments over the year as well as the international recognitions received
Key Features
Configurable dashboards for each user role
Client management (client onboarding, CRM, document management, etc.)
Order & transaction processing
Position keeping, evaluation, cost calculations
Asset allocation, profitability, performance and risk analyses
Internally & externally managed assets
Consolidated client and management reporting
Fees management
Automated integration with custodian banks and market data feed providers
Alerts and secure messaging tools
Compliance with international and local regulatory requirements
Fund management
Robo-Advisory capability offering full automation
Multi-lingual, multi-entity, multi-currency capabilities
Common user experience across all channels and personalisation options
Custody powerful operations
Key Benefits
Expand services and support Digital Strategy
Improve Client Experience; keep Clients engaged!
Empower organization's personnel with the appropriate, modern tools
Always available from anywhere at any time
All the functionality needed in a single, fully integrated platform
Easy maintenance and upgradability; low TCO
Ability to partner/integrate with Global Players
Support rapid Business Expansion and future needs
