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Infolettre Printemps 2017

Axia, Profile’s leading web-based platform for wealth management across all service lines, is enhanced with new advisory service capabilities and compliance features in light of the forthcoming MiFID II regulation.

Axia is the next generation in web-based, omni-channel solutions for the wealth management industry and already counts successful implementations, as it receives enthusiastic market recognition due to its elegant design, practical and industry specific functionality, as well as its customisable look and feel.

Specifically, apart from client onboarding, financial planning, client classification and profiling questionnaires (KYC, appropriateness, suitability), required documents collection and renewal, regular client reporting, notification and secure messaging, now also provides enhanced investment proposals with additional comparison and simulation capabilities, rebalancing, automated recommendations, interactive self-service investment proposal options, ex-post and ex-ante costs analysis, risk assessment and action plan formulation.

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