eNewsletter Winter 2019
Axia Suite, Profile’s leading omni-channel and cloud-based investment management platform, has been upgraded to 2.1 release delivering advanced investment management, compliance and reporting.
Through a single data model, Axia Suite fully supports the operations of Wealth Management, Asset & Fund Management, Custody Services and Robo-Advisory on the same platform.
Axia Suite was presented with new functionalities for risk management & compliance. Specifically, enhancements focus on creating better user experience across operational and compliance-related tasks that automate processes and reduce (operational) risks. Latest features include additional user-defined, flexible and advanced limits as well as compliance rules for internal investment management and regulatory compliance purposes, respectively. Rules defined apply both tο pre-trade and post-trade activities. The user can group rules, setup logical formulas, and check against actual or potential breaches of limits. Axia Suite also offers pre-configured compliance rules libraries for specific regulations like UCITS, MiFID II, etc.