Axia

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Overview

Axia is Profile Software's award-winning, web-based, omni-channel, MiFID II enabled Investment Management software. Axia enhances business agility, supporting a quick setup of processes, offering unique automation features over a sophisticated, yet user-friendly interface. It covers all aspects of wealth management activity, offering front-to-back functionality. Axia is successfully servicing Wealth, Asset, Fund Management, Custody, Robo advisory and Private/Personal Banking with modern powerful tools and technology.

Key Features

Configurable dashboards for each user role

Client management (client onboarding, CRM, document management, etc.)

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 feed providers

Alerts and secure messaging tools

Compliance with international and local regulatory requirements

Fund management

Robo-Advisory capability offering full automation

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

Common user experience across all channels and personalisation options

Key Benefits

Expand services and support Digital Strategy

Improve Client Experience; keep Clients engaged!

Empower organization's personnel with the appropriate, modern tools

Always available from anywhere at any time

All the functionality needed in a single, fully integrated platform

Easy maintenance and upgradability; low TCO

Ability to partner/integrate with Global Players

Support rapid Business Expansion and future needs