New fully automated Custody platform for global operations in Axia Suite
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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
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 new release of Axia Custody the advanced automated custody platform that delivers streamlined operations, globally. The platform has been significantly upgraded to advance the Custody process offering competitive features to users, through automation.
In particular, Axia Custody supports post-trade processing for Global Custodian, Sub-Custodian, Agents and Mutual Fund Custodian delivering fully (STP) automated, 4-way matching and settlements ensuring improved communication among Market, Local Brokers, International Brokers, International Broker Agents, Sub-Custodians, and Clients. It is worth noting that the system has a 2-Way SWIFT (SMPG standards) messaging whilst covering SWIFT-based automated corporate actions with more than 70 CA events and making available automatic initiation through custodian incoming SWIFT thus avoiding user intervention.
Capitalising on international know-how, Axia Custody accelerates the communication by also supporting 2-Way Allegement functionality. In addition, flexible billing and fee policies are available while utilising the solution’s new characteristics, where the users can streamline their processes and automate the matching and settlement regardless of the country of operations, as it supports local and cross border markets and covers holding break ups for multi-depositories, multi-currency, and multi entity accounts.
Axia Custody delivers complete digital, web-based capabilities as well as configurable workflows, customisable dashboards and reports (scheduled and ad-hoc), for a competitive omni-channel experience. Clients can easily access and navigate the themeable and easy to customise portal, that adheres to the organisation’s branding, delivering a unique experience.
Furthermore, the firm’s clients can modify and access their account’s positions directly, get reports and place settlement instructions through an intuitive user interface that offers numerous widgets, multiple input options (SWIFT, Excel/File, etc.), secure messaging and easy to navigate screens. The Solution integrates with market data providers’ platforms (Bloomberg, Refinitiv, etc.) and with any core banking platform via its open architecture and standard APIs.
Axia Custody is being enriched to offer advanced functionality for multi-custodian operations across borders for a competitive multi-channel international level client experience.