Profile: Axia‘s new release offers advanced Onboarding and powerful Client Portal

Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
3 November 2020

Profile Software, a leading financial solutions provider, announced today the new release of Axia Suite that incorporates advanced onboarding functionality and a powerful digital client portal to accommodate the increasing market needs in wealth, asset and fund management thus enabling a competitive and faster communication remotely, in the post-Covid era, while safely onboarding new clients via an automated process.

Axia, the omni-channel, investment management platform is continuously being enriched in functionality to competitively address market changes. Current times call for remote working, communication, and networking therefore the ability for a new customer to join online without tedious processes becomes a competitive need for the firms in the Investment Management industry. This trend is expected to increase even more the coming months with online digitally enhanced functionality for client portal access as well as automated onboarding.

The new release supports full automated steps for the prospect to register, experience fast onboarding and get easy access to investment management services. The solution can be deployed as stand-alone or integrated to existing platforms, offering a modern, digital tool to financial advisors, funds distributors, wealth managers and private banking relationship managers, which facilitates and accelerates the client / investor onboarding process without compromising regulatory compliance requirements or internal security and policies.

Profile Software continues to invest and develop pioneering solutions for the industry to help professionals and their clients better communicate and manage their portfolios in challenging times. Axia has been recently selected by a number of investment management firms in several countries such as Russia, UK, the UAE, Cyprus, etc.

News article details

Industry
Wealth Management
Media Type
Press Releases
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America