Infolettre Printemps 2018
The Axia Robo Advisor solution was presented to automate all investment management operations of wealth management firms and banks that want to address a wider market of investors. Being at the forefront of technology, Axia the omni-channel investment management platform delivers modern and workflow-based functionality to perform online, all needed wealth management functions.
Its advanced design allows for complete automation in client onboarding, compliance, risk monitoring, portfolio selection and rebalancing, offering a fully self-service or hybrid advisory service model, depending on the firm’s requirements.
Axia Robo Advisor supports predefined and easily customisable processes for clients’ onboarding that cover self-registration, verification and profiling. Based on the client’s profile an asset allocation model is selected, allowing simulations and auto-rebalancing, while regular reporting and alerts are available for frequent in-depth portfolio review.
Other competitive features of the platform include the advanced document management capabilities, adaptability to different strategies via multi-asset class models or ETFs/Mutual Funds, extensive CRM functionality for hybrid models with powerful automated reporting and client communication tools including online chatting, secure messaging, etc. The ready-to-use integration with numerous custodians, funds and market data providers streamlines operations and offers complete end-to-end automation. In the platform’s roadmap a set of new functions are to be added including chatbots, automatic portfolio allocation using AI, etc.