Axia, the web-based omni-channel solution for wealth management, incorporates a powerful and intuitive front-end that provides easy integration with any back-end system offering 24/7 access, easy navigation and easy-to-use interface, on any device.
In particular, the system has been developed to effectively accommodate the needs of wealth management firms of any size either with or without internal IT infrastructure. The flexible design and easy parameterisation allow the system to be quickly configured to streamline business operations, increase mobility of RMs / FAs and transparency to their clients and finally, enable agility throughout the business.
Axia is an advanced tool to use as a front-end regardless of the back-end system already in place since it can be configured for easy integration, offering a common user experience across all channels (desktop computer, tablet, smartphone). Axia may be configured:
- As a multi-custodian bank model for IWMs, (Multi-) Family Offices and HNWIs
- As an external IWMs’ network platform of a Wealth Management firm or a Bank
- As a modern, digital Front-Office solution for a Bank’s or Wealth Management firm’s professionals and clients, including Client Onboarding functionality