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Axia is the web-based, omni-channel solution for Wealth Management developed by Profile Software. It offers affordable, first-class, enterprise-wide Wealth Management solutions to lean enterprises. Axia enhances business agility through a quick setup process while offering flexible licensing, sourcing, deployment and pricing options.

Axia can be deployed:

  • As a Multi-Custodian Bank model for IWMs and (Multi-) Family Offices.
  • As an External IWMs’ Network platform of a Wealth Management firm or a Private Bank.
  • As a modern, digital front-office solution for a Wealth Management firm’s professionals and clients.
  • As a Client Onboarding solution

Key Features

A configurable dashboard for each user role

Client management (client onboarding, CRM, document management, compliance management)

Order & transaction processing

Position keeping, evaluation, cost calculations

Asset allocation, profitability, performance and risk analyses

Internally & externally managed assets

Consolidated client and management reporting

Fees management

Automated integration with custodian banks and market data feeds

Multi-tenant capabilities

Financial Planning

Multi-lingual, multi-entity, multi-currency capabilities

Common user experience across all channels and personalisation

Advanced security

Key Benefits

Affordable first class, enterprise-wide solution meeting diverse needs

Unparalleled client service experience

All the functionality needed in a single, fully integrated platform

Save time of limited and valuable resources by streamlining processes

Automated integration with custodian and market providers

Unique flexibility (from configuration, to deployment, to pricing options)

Fast time-to-market with short set up process

Always available from anywhere at any time