Profile Software’s Axia, the web-based front-to-middle wealth management solution, includes a pioneering yet extremely flexible Client Onboarding module to enable financial advisors, wealth managers and private banking relationship managers to increase their productivity and enhance their services. The Axia Client Onboarding solution can be provided as part of the Axia platform for wealth management or as a stand-alone solution integrating with the organisation's existing wealth management system. The full Axia Wealth Management platform additionally covers: Client Administration, Portfolio Management, Integration with Custodian Banks, Consolidated client reporting and Wealth Management Business Administration. The Axia Client Onboarding solution supports the following processes:
Contact / Prospect / Client data gathering
Know-Your-Client and Client Due Diligence support
Collection of client documents
Archiving of documents signed by the client
Client classification and risk profiling as per the applicable regulatory framework
Client account activation
Client relationship management allows for monitoring and alerting for documents and questionnaire replies needing renewal, as well as for new documents required due to regulatory framework changes.
Other features available in the platform include CRM capabilities, Interaction Tracking, Document and Questionnaires Management, Calendar, Tasks, Activities, Rules Management and Engine, Workflow and Case Management and more.