Axia Robo Advisor

Address new market segments, automate your services while increasing productivity and profitability

Being at the forefront of technology, the Axia Robo Advisory omni-channel solution delivers modern and workflow-based functionality to perform online, all needed wealth management operations, for both the investor and the firm.

It delivers a digital self-service to enable Investment Management firms to offer an innovative and competitive approach addressing the mass market with complete automation of processes, security, reliability and compliance with regulations (e.g. MiFID II). Alternatively, Axia can also deliver a Hybrid-Advisory Solution, should personal advice is needed.

Key Features

  • Self-registration & Self-onboarding of clients
  • Automated client communication
  • Powerful and easily customisable client risk profiling tools and automated matching
  • Automatic portfolio construction & Client reporting and alerts
  • Integration with custodian banks and market data providers

Axia’s Robo Advisor solution with its cutting-edge technology achieves a common and unique at the same time user experience, delivering a complete offering of advanced wealth management services.

Click here for more details

Product and service specifications
Database
• MS SQL Server
Language used
• C#
• HTML5
• Other
Operating system
• Windows 2012
• Other
Pricing structure
• Other
User interface
• Web
Tags:
robo advisor, robo-advice, omni-channel, digital, hybrid, cloud, investment management, wealth management, portfolio management, onboarding, security