eNewsletter Autumn 2016
Profile Software presents a new solution for Family Offices developed on Axia, the web-based investment management platform. Having implemented its solutions in numerous family offices’ sites, including Luxembourg, Switzerland, Portugal, the UK and more, Axia provides comprehensive functionality to automate the family office operations and professionally monitor invested financial assets, either in-house or externally managed. Its specialised modules and rich parameterisation features enable the delivery of tailor-made solutions, covering specific business, workflows and reporting requirements related with the operations of a family office.
Among its key features are capabilities for CRM & Office Management including: Family Structure, Legal Entities & Individuals’ Data & Relations, Holdings & Ownerships (including diagrams and UBO indicators), Alerts/Tasks & Actions, Interactions Tracking, Secure Messaging, Workflow and Document Management.
The solution also incorporates advanced Investment Management functionality including: Dashboards, Portfolio Management, Performance & Risk Analysis, Consolidated Wealth Reports, etc.
Axia has a modern, user-friendly and intuitive user interface while, as a web-based solution, it is built on latest technologies and can be accessed from any device providing online functionality to asset managers and the principals. It offers a number of standard connectors (Banks, Market Data providers, etc.) and can be easily integrated with third-party applications resulting in a seamless end-to-end solution architecture.