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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

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 insitutions specific needs. it can cover all functions with easy set-up and deployment options available to enable the insitution to develop along with market needs. It covers functions from automated client onboarding, financial planning to advanced wealth management rebalancing and risk metrics.