The Axia Asset Management solution provides a rich, end-to-end functionality that enables organizations to fully manage own and client portfolios’ financial assets. Its flexible structure, variety of modules and special parameterization features allow for a wide set of alternatives regarding functional configurations. These configurations effectively meet the requirements of investment management companies, insurance firms, family offices, independent asset managers, financial advisors and corporates.
Key functionality includes:
• Complete client relationship management, with personalized reporting capabilities
• Global markets support and efficient management of all portfolio types
• Complete fees management and instant cash flow information
• Automated front-to-back office operations, with pre-trade simulation analysis, advanced order management and trade validation workflows
• Strategic and tactical allocation views with rebalancing facilities for automatic order proposals
• Online monitoring and compliance scrutiny with investment strategies and mandates
• Enhanced performance measurement with contribution and attribution results analysis
• Exposure analysis views, along with market risk (VaR) calculations, back testing and stress testing tools
• Open architecture with numerous readily available connectors such as to market data and feeds, ordering and trade capture, cash management, reconciliation
• Flexible reporting with data consolidation options
• 24/7 access to all portfolios’ data utilizing web and mobile services
The Axia Asset Management solution, utilising latest technology standards and international best business practices, empowers users to profitably perform both internal and client-oriented operations at a minimum operational risk and cost. The monitoring of investments and related asset management operations are performed in a safe, easy and accurate way with an instant reflection on improved performance, time saving and fast and informed decision making.