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 Key Features

Family Office Structure & Relationships Management

Holdings & Ownerships (direct/indirect, visual representation, including Ultimate Beneficial Owner indicator)

Alerts, Documents & Workflow Management

Internal Messaging Service & Microsoft Exchange Server Link

User-configurable Dashboard panels with a library of widgets

Evaluation & Asset Allocation analysis

Cash flow management

Performance & Risk analysis

Strategies, internally & externally  managed  assets

Consolidated reporting

Automated integration with Banks and Market Data Feeds

Benefits

Streamlines internal family office workflows and processes

Effective management of investments with minimum effort

Close monitoring of outsourced asset management operations

Minimises costs and mitigates risks

Ensures improved productivity

Being flexible and on-time in reporting generation and analysis

Secure storage, access and analysis on current & historical data

Scalability to accommodate future requirements

User-friendly and intuitive user interface

Always available from anywhere at any time

Why Axia Family Office?

Axia Family Office has been developed utilising cutting-edge technology offering a comprehensive family office solution with modular architecture. It allows flexible deployment options and applies international best business practices to empower Family Offices in meeting their business objectives.