
Axia 2.0, the omni-channel investment management platform, is also available in Microsoft Azure Cloud
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
Profile Software, an international financial solutions provider, today announced the release of the upgraded version 2.0 of Axia Suite, the omni-channel, web-based investment management platform that is also available in Microsoft Azure Cloud environment.
Through the long standing partnership with Microsoft, Axia, the upgraded investment management platform has gone live using Microsoft Azure PaaS and IaaS resources. In particular, the new version apart from being available to be deployed on premises is also natively cloud-enabled for a private or public cloud, and already has live users in Azure that utilise to the full extent the benefits of cloud technology combined with advanced features currently available in the platform.
Axia Suite, Profile Software’s next generation investment management platform comprehensively covers Wealth Management, Asset and Fund Management, Custody as well as Robo-Advisory operations. It delivers readily available interfaces with market data providers and custodian banks while its modular architecture supports a gradual deployment focused on specific business areas, such as Financial Planning, Client Onboarding and more. Axia can also integrate with any back-end investment management system to offer a modern, digital front-end to both internal and external users.
The user-friendly and elegant design empowers officers and clients alike to easily access their investments and customize their dashboard and reporting views. Axia is a pioneering, flexible platform that supports a common user experience across computers and mobile devices while offering at the same time its full functionality. It has been developed to alleviate the burden of performing tedious and time-consuming tasks by automating and streamlining processes.
Building on years of market experience and development using modern technology standards, the Profile Software team is committed to delivering innovative, future-proof solutions that successfully meet the needs of established and FinTech-enabled financial institutions alike.