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eNewsletter Spring 2022

Axia Suite was upgraded to comprehensively support all aspects of asset and fund management on a single platform for Mutual Funds Management Companies.

Specifically, Axia Suite, the all-rounded cloud-enabled and omni-channel investment platform has significantly enhanced its combined asset and fund management solutions with front-to-back office functionalities that fully cover the needs of investment companies that manage and administer their own mutual funds (NAV calculation, unitholders management, fund accounting), act as transfer agents for 3rd-party mutual funds, have relations with fund distributors, while at the same time offer a variety of asset management services to their private clients (Discretionary Portfolio Management, Advisory and/or Execution Only services).

The upgraded Axia for Mutual Fund Management companies delivers a client portal with digital client onboarding capabilities, a distributor agent portal, trade order management and CRM functionalities, full client and internal/MIS Reporting, as well as all the needed regulatory compliance processes and reporting (KYC, AML, MiFID II, Capital Markets Commission, Central Bank, ESMA, FATCA, CRS, GDPR among others), automated fund fact sheets generation, and full integration with custodians, paying banks and market data feed providers.

All of these add to making organisations more resilient to changes whilst enriching their offering in the most streamlined manner. The enhanced performance allows for better and improved data management of large volumes whilst enabling Mutual Fund firms to better execute their daily tasks and run reports saving substantial time and resources.

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