Profile: Axia Suite 2.1 released with new functional features
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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.
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.
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.
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
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Profile Software, an international financial solutions provider, announced today the launch of its recently enhanced Axia Suite release 2.1 that delivers advanced investment management, compliance and reporting capabilities.
Axia Suite is Profile’s leading omni-channel and web-based investment management solution that fully supports the operations of Wealth Management, Asset & Fund Management, Custody Services and Robo-Advisory on the same platform and through a single data model. The platform accounts for an increasing number of implementations globally and is continuously being recognised by well-known industry analysts.
Axia Suite has now been enriched with new functionalities for risk management & compliance. Specifically, enhancements focus on creating better user experience across operational and compliance-related tasks that would automate processes and reduce (operational) risks. Latest features include additional user-defined, flexible and advanced limits as well as compliance rules for internal investment management and regulatory (compliance) purposes, respectively. Rules defined apply both tοpre-trade and post-trade activities. The user can group rules, setup logical formulas and check against actual or potential breaches of limits. Axia Suite also offers pre-configured compliance rules libraries accommodating specific regulations like UCITS, MiFID II, etc.
Furthermore, Axia Suite release 2.1 introduces sophisticated reporting features with new fund fact sheet visual design capabilities that provide significant flexibility to report building. Once ready, a fund fact sheet can be automatically generated on regular or pre-defined time periods. Moreover, the ‘fees management’ functionality has been enriched with daily accrued calculations, fees splits and rebates. The solution also includes enhancements in the Accounting module, with new reports, market data import tools, alert types, etc. In the upcoming releases, amongst others, Axia’s investment strategies and rebalancing modules will be enriched with additional trading tools and simulations, while new credit and financing functions will also be available.
As part of Profile Software’s product investment plan, that includes an allocation of more than 20% of its annual revenue to R&D, Axia Suite is continuously being enhanced to proactively respond to the evolving market needs, providing a modern and fully automated system for the investment management industry of tomorrow.