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Tsoura Kate / Tikhanoff Tatiana
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Axia Wealth Management

Axia is the cloud/web-based, omni-channel wealth management solution offering an exceptional digital platform that integrates with any 3rd-party platform, offering a seamless integration environment. It can be implemented as a hosted service or deployed on the organisation’s premises. It includes an array of trendy, competitive and industry-specific functionality, enabling faster operational agility and enhanced user experience. It is an end-to-end award-winning platform for the wealth management industry with international market-proven expertise. 

The Axia Suite offers wealth managers and their clients 24/7 access to their most precious information from anywhere. Following international best business practices, Axia has an advanced design that enables Wealth Managers and their clients to access appropriately authorised data and documents from any device whenever and wherever needed.

The Axia Suite may be deployed according to the institution's specific needs. It is a comprehensive investment management platform and can cover all functions with easy set-up and deployment options to enable the institution to develop along with market trends. It covers functions from automated client onboarding, financial planning to advanced portfolio management, rebalancing and risk metrics.

It offers:

  • Front-to-Back support for execution-only, advisory and discretionary management services
  • Powerful onboarding workflows, collaboration tools (messaging, video conferencing) and alerts
  • GIPS-compliant performance measurement, benchmark comparisons and risk-adjusted metrics
  • Order management, rebalancing and proposals with What-if analysis and simulations
  • Robust rules-based compliance engine to achieve effective risk control
  • 360o views and in-depth analysis through an extensive set of dashboard templates and reports
  • Online access through multiple channels for Wealth/Relationship Managers and clients

More details

View other products from Profile Software is the evolution of the established Acumen-net, offering a complete open cloud-native platform for the whole spectrum of Treasury and Capital Markets operations in real-time. It supports all financial transactions such as Money Markets, Forex, Bonds, Equities, Commodities, IR and CR Swaps, Options. It can integrate with any back-end system. It provides all Treasury …

Finuevo, Digital Banking

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Axia Suite, Investment Management platform

Introduction The Axia Suite is an award-winning Investment Management platform offering rich functionality front-to-back. Modular and highly flexible, Axia adjusts to the specific business requirements of Private Wealth & Personal Banking, Asset & Fund Management, Insurance, Custodian and Brokerage operations. Axia can seamlessly integrate with any existing IT infrastructure or can be deployed as a stand-alone …