Axia, the newly launched, cloud-based fully flexible wealth management platform, offers front-to-back coverage while continuously enhancing its features’ portfolio with new functionality. This ranges from its client onboarding solution, to its front-end environment, to advanced native capabilities for document and powerful workflow management.
Particularly the latter, Workflow Management, provides a completely flexible and dynamic environment to the user, that enables him/her to set up workflows for client onboarding and advisory based on a rich library of available activities that include all internal and external functionalities which can seamlessly be integrated with Axia workflows, like a call to a specialised AML solution, for instance.
An administration user can easily set up the workflow process without any vendor intervention in order to meet the continuously changing and demanding regulatory environment. A process owner can initiate a predefined workflow and easily track its execution progress, while user groups can be assigned to an activity in order to increase efficiency of operations.
Axia workflow management in conjunction with its document management and CRM capabilities, constitute a wealth management solution that aims to comprehensively meet wealth management firms’ needs offering a holistic approach.