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Infolettre Hiver 2017

Axia, the web-based wealth management and family office platform, has been upgraded to provide enhanced functional coverage pertinent to instrument types, transaction types, analytics, interfaces and features that boost operational capability and efficiency.

On top of the existing advanced CRM, Portfolio Management tools, that support standard investments like bonds, stocks, deposits, etc., Axia incorporates in the latest version advanced functionality for alternative investments like private equity funds and real estate properties instruments especially addressing the needs of Family Office operations. In particular, private equity funds incorporate special static data, commitments management, execution of special transactions, such as capital calls and distributions. Axia also supports the appropriate evaluation treatment and a number of specialised ratios like TVPI, DVPI, RVPI and PIC while enabling performance measurement using IRR. Real estate properties also take provision for special static data and transaction types to manage the relevant investments.

It is worth mentioning that the new module incorporated in this version provides for advanced risk analytics. This refers to the “Risk Metrics” module that allows for a comprehensive view and analysis of several absolute risk, relative risk, downside risk, and risk-adjusted return metrics.

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