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
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
Automated integration with custodian banks and market data feeds
Multi-lingual, multi-entity, multi-currency capabilities
Common user experience across all channels and personalisation
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