Axia Fund Management solution: New features and clients in Europe and the Middle East
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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 that Axia Fund Management solution, part of Axia’s omni-channel, web-based investment management platform, has been selected by several institutions in Europe (UK, France, Cyprus, etc.) and the Middle East (UAE, Qatar, etc.) and has a number of new features available for end-to-end asset management and fund administration operations.
By having to overcome challenges, such as the need to differentiate in a crowded marketplace with intense competition, fees compression and an increased regulatory scrutiny, Fund Management firms selected Axia so as to impact on the organisations’ bottom line by reducing costs, improving the offered and new services, while achieving an efficient, automated and risk-free operational environment.
Axia Fund Management incorporates features to holistically cover both asset management with advanced performance and risk analysis tools as well as administration of funds with multiple share classes in different currencies, investment types and strategies. It offers a set of in-built features like configurable dashboard panels, workflows and alerts, while being based on latest technology allows omni-device coverage (web, tablet, mobile) and complete 24/7 access to all functions.
Through Axia, fund managers automate the full trade workflow, with enhanced pre-trade compliance and post-trade limits according to the regulatory (e.g. UCITS) and fund’s specific compliance guidelines. The NAV module includes calculations of any amortised and/or accrued expense and fee (management, performance) both at the fund and/or class level, while the automatic reconciliation and accounting generation streamlines daily operations. A number of new interfaces are now available through SWIFT or proprietary formats (e.g. CACEIS, SOGEN) to perform data imports and reconciliations. Axia’s reporting capabilities cover multi-dimensional reporting needs for internal users (operations, compliance, middle and front office) and investors (fact sheets and statements). Additionally, a new set of asset classes (e.g. Swaps) have been incorporated in Axia, deriving from years of experience in treasury management domain.
The Axia Fund Management solution can be deployed according to the client’s preference and architectural strategy, either on premises or in private / public cloud infrastructure, such as Microsoft Azure. The Axia platform, apart from the Fund Management solution, provides holistic support for investment management operations, including Wealth Management, Robo-Advisory and Custody.