Axia Suite is the award-winning, web-based, omni-channel, MiFID II enabled one of the best front-to-Bacck Wealth Management platforms.
Built on modern technologies, Axia Suite delivers comprehensive functionality to holistically meet and exceed demanding investment management requirements.
It has been inernationally recognised and encompases AI & Agentic AI for Wealth Management.
Axia is a wealth management platform with custody and delivers digital welath managemnet for banks and financial insitutions.
Automated integration with custodian banks and market data feeds
Competitive functionality
Order & transaction processing, Position keeping, evaluation, cost calculations, asset allocation, profitability, performance and risk analyses and more
Reporting
Consolidated client and management reporting
Unified user experience
Multi-lingual, multi-entity, multi-currency capabilities and unified and personalised user experience across all channels
Advanced security & compliance
Advanced security and compliance with international and local regulatory requirements
Cloud-based
Cloud-based platform for agile operations with fully automated Robo-Advice capabilities
Digital client portal
Powerful Digital Client Portal, with automated Client Onboarding
Fully customisable platform
Fully configurable dashboard for each user role
Regulatory Compliance
Extending Axia’s functioanlity to UK-specific regulatory requirements, it supports T+1 settlements, CREST connectivity, UK tax & ISA, CASS & client money
Native integrations to UK market gateways & data
Enhanced functionality to support integrations with Winner, Calastone and ICE price / MiFID / EMT feeds
Corporate Actions Automation
Digitise corporate actions processing end-to-end with either alongside your existing wealth platform or as part of the wider Axia Suite
Benefits
First class, enterprise-wide solution meeting diverse needs
Unparalleled client service experience
All the functionality needed on a single, fully integrated platform
Saves time on limited and valuable resources by streamlining processes
Automated integration with custodian and market providers
Unique flexibility (from the configuration to deployment, to pricing options)
Proactiveness to market needs by delivering new products fast
Always available from anywhere at any time
Complete automation throughout
Recognised by large research companies
Best front-to-back wealth management experience
Why choose the Axia Suite by Profile Software?
The Wealth Management Platform Axia Suite offers financial advisors and their clients 24/7 access to their most precious information from anywhere.
Following international best business practices, Axia Suite has an advanced design that enables Wealth Managers and their clientele to access appropriately authorised data and documents using either mobile devices such as smartphones and tablets or desktop computers, whenever and wherever needed.
Axia Suite may be deployed according to the institution’s specific needs. It is a comprehensive investment management platform and considered among the best wealth management software solutions in the marketplace.
It can cover all functions with easy set-up and various deployment options to enable the institution to develop along with market trends, while it supports automated client onboarding, financial planning to advanced portfolio management, rebalancing and risk metrics.
Clients Testimonials
Bank of Valletta
"We are excited to partner with Profile, a company committed to addressing the evolving needs of financial institutions. Axia Suite will allow BOV to deepen our understanding of clients’ investment needs and deliver tailored solutions that exceed expectations. This platform marks a significant advancement in our Investment Services and will provide our clients with a unique and enhanced experience."
Simon Azzopardi Chief Personal & Wealth Officer at Bank of Valletta p.l.c.
The Access Bank UK Ltd
"Partnering with Profile is a strategic move in our efforts to enhance bespoke Wealth Management services. We have been impressed by Axia’s depth of functionality and flexibility as well as by its ability to meet our specific needs to deliver fast bespoke portfolio solutions to our clients and enhance their overall experience."
Jamie Simmonds Chief Executive Officer & Managing Director
Axia Suite is the web-based, omni-channel, award-winning front-to-back Wealth Management Software solution.
It offers affordable, first-class, enterprise-wide Wealth Management solutions to lean enterprises, while at the same time it enhances business agility through a quick setup process, offering flexible licensing, sourcing, deployment and pricing options.
Moreover, Axia Suite can be offered as a white-labelled service (SaaS) in a private cloud through its alternative configurations ranging from multi-custodian bank model to modern digital front-office solution, covering all the demanding wealth management requirements across the operations.
Banking
Investment Management
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