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 Key Features

KYC data collection workflows, client on-boarding and profiling

Interactions, Tasks & Calendar Management

Secure Messaging Service & Microsoft Exchange Server Link

Alerts engine for CRM, Portfolio Management and Compliance events

User-configurable dashboards utilizing numerous widgets

Data consolidation, Asset Allocation analysis & Reporting

Performance measurement and comparison with benchmarks

Risk exposure analysis and metrics (absolute risk, relative risk, downside risk and risk-adjusted return)

Advisory & portfolio management tools with multi-level strategies definition, investment proposals and rebalancing

Standard connectors with Custodian Banks and Market Data providers

Web portal and Mobile Access for internal users, external asset managers and end-clients

Easy to use, with a modern, intuitive user interface

Benefits

Affordable, first class, enterprise-wide solution meeting diverse needs

Multi-services support (execution, advisory, discretionary) in a single platform

Provides wealth management services digitally and be in-line with latest Fintech initiatives

Offers a unique customer experience with a customised approach

Advanced relationship management at all stages

Improves productivity and reduces operational cost

Achieves effective risk control and compliance with regulations

Enables make better-informed decisions by using the analysis tools provided

Fast time-to-market with quick setup process

Available anytime from anywhere and from any computer or device

Why Axia Wealth Manager?

Capitalising on its extensive experience in Wealth Management implementations across many regions, Profile Software’s Axia Wealth Manager Solution delivers immense flexibility, rich functionality and business agility. Axia provides comprehensive functionality to automate the wealth management operations and provide digital services whenever and wherever needed, from any device.