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Key Features

Advanced & modern Investment Management Software

A configurable dashboard for each user role

Client management (client onboarding, CRM, document management, compliance management)

Order & transaction processing

Position keeping, evaluation, cost calculations

Asset allocation, profitability, performance and risk analyses

Internally & externally managed assets

Consolidated client and management reporting

Fees management

Automated integration with custodian banks and market data feeds

Multi-tenant capabilities

Financial Planning

Multi-lingual, multi-entity, multi-currency capabilities

Common user experience across all channels and personalisation

Advanced security 

Compliance with international and local regulatory requirements

Robo-Advice capability offering full automation

Benefits

First class, enterprise-wide solution meeting diverse needs

Unparalleled client service experience

All the functionality needed in a single, fully integrated platform

Saves time of limited and valuable resources by streamlining processes

Automated integration with custodian and market providers

Unique flexibility (from configuration, to deployment, to pricing options)

Proactiveness to market needs by delivering new products fast

Always available from anywhere at any time

Complete automation throughout

Solutions

Robo Advisory
The Asset Management solution is a turn-key solution that offers an advanced set of tools to empower executives to effectively manage their assets.
IAMs/IFAs
The IAMs/IFAs solution provides industry professionals with rich end-to-end functionality to help them manage their clients’ financial assets effectively and efficiently.
Asset Management
The Asset Management solution is a turn-key solution that offers an advanced set of tools to empower executives to effectively manage their assets.
Fund Management
The Fund Management solution provides, on a single platform, complete support for Fund Management operations including Fund Administration, Asset Management and Accounting operations.
Family Offices
The Family Office solution provides investment officers with comprehensive functionality to professionally manage and monitor invested financial assets, either in-house or externally managed.
Wealth Management
The Wealth Management solution provides Financial Institutions with rich, end-to-end functionality and the capability to streamline their operations.
Private Banks
Profile Software’s unique value-proposition for Private Banks, combining specialised Core Banking and powerful Wealth Management components.
Personal Banking
The Personal Banking solution is designed to support banking and financial institutions’ investment services offerings to retail and affluent clientele.
Custody
The Custody solution comprehensively covers all the needs of the Custodian Services market and provides the required flexibility to continuously adjust to their ever evolving needs.
Online Trading
Profile Software covers the needs for Online Trading, utilising the flexibility of its Investment and Real-Time Data Feed products

Why Axia?

Axia offers investment professionals and their clients 24/7 access to their most precious information from anywhere. Following international best business practices, Axia has an advanced design that enables Wealth Managers and their clients to access appropriately authorised data and documents using either mobile devices such as smartphones and tablets or desktop computers, whenever and wherever needed.

Modular solution approach

Axia may be deployed based on the institution's specific needs. It is a comprehensive wealth management platform and considered among the best wealth management solutions in the marketplace, It can cover all functions with easy set-up and deployment options available to enable the institution to develop along with market needs. It covers functions from automated client onboarding, financial planning to advanced portfolio management, rebalancing and risk metrics.