Profile introduces Axia Robo Advisor that delivers unique automation to address new markets
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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, today announced the introduction of its Axia Robo Advisor solution, which automates all investment management operations targeted to wealth management firms and banks that want to address a wider market of investors.
Being at the forefront of technology, Axia, the omni-channel investment management platform, delivers modern and workflow-based functionality to perform online, all needed wealth management operations. Its advanced design allows for complete automation in client onboarding, compliance, risk monitoring, portfolio selection and rebalancing, supporting a fully self-service or hybrid advisory service model offering, depending on the firm’s requirements.
Axia Robo Advisor supports predefined and easily customisable processes for clients’ onboarding that cover self-registration, verification and profiling. Based on the client’s profile an asset allocation model is selected and assigned, allowing simulations and auto-rebalancing, while regular reporting and alerts are available for frequent in-depth portfolio review.
Other competitive features of the platform include the advanced document management capabilities, adaptability to different strategies via multi-asset class models or ETFs/Mutual Funds, extensive CRM functionality for hybrid advisory models with powerful automated reporting and client communication tools, including online chatting, secure messaging, e-mails etc. The ready-to-use integration with numerous custodians, funds and market data providers streamlines operations and offers complete end-to-end automation. In the platform’s roadmap a set of new functions will be added including chatbots, automatic portfolio allocation using AI, etc.
Following international best business practices, Axia enables firms to deliver robo advisory services, either as a separate entity or as part of their existing business setup, to a wider mass market, adding significant value to their operations. The firms benefit, among others, from the sheer automation and flexibility of the platform to manage the full advisory process, its low operating cost and fast client acquisition while delivering “independent” advice with transparency.
Axia’s Robo Advisor solution with its cutting-edge technology achieves a common and unique at the same time user experience, delivering a complete offering of omni-channel wealth management services.