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 Key Features

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

Fees management

Automated integration with custodian banks and market data feeds

Multi-tenant capabilities

Financial Planning

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

Common user experience across all channels and personalisation

Advanced security 

Benefits

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

Why Axia?

Axia offers investment professionals 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 using either mobile devices such as smartphones and tablets or desktop computers, whenever and wherever needed.

Modular solution approach

IAMs/IFAs and (Multi-) Family Office

> Axia may be deployed based on a Multi-Custodian Bank model for IAMs/IFAs and (Multi-) Family Offices, allowing such organisations reliably and efficiently consolidating their clients’ portfolios

External IAMs’/IFAs’ Network
> Axia may be deployed as an External IAMs’/IFAs’ Network Platform of a Wealth Management firm or a Private Bank.

Digital front-office
> Axia may be deployed as a modern, digital front-office solution for a Wealth Management firm’s professionals (RMs/FAs) as well as their clients.

Client Onboarding
> Axia may be deployed as a paperless client onboarding tool for IAMs/IFAs/RMs/FAs.