Powerful client management
Client onboarding, CRM, document management, compliance management
Automated integration with custodian banks and market data feeds
Order & transaction processing, Position keeping, evaluation, cost calculations, asset allocation, profitability, performance and risk analyses and more
Consolidated client and management reporting
Unified user experience
Multi-lingual, multi-entity, multi-currency capabilities and unified and personalised user experience across all channels
Advanced security & compliance
Advanced security and compliance with international and local regulatory requirements
Cloud-based platform for agile operations with fully automated Robo-Advice capabilities
Digital client portal
Powerful Digital Client Portal, with automated Client Onboarding
Fully customisable platform
Fully configurable dashboard for each user role
- First class, enterprise-wide solution meeting diverse needs
- Unparalleled client service experience
- All the functionality needed on a single, fully integrated platform
- Saves time on limited and valuable resources by streamlining processes
- Automated integration with custodian and market providers
- Unique flexibility (from the configuration to deployment, to pricing options)
- Proactiveness to market needs by delivering new products fast
- Always available from anywhere at any time
- Complete automation throughout
Why choose the Axia Suite by Profile Software?
The Investment Management Platform Axia Suite offers investment professionals and their clients 24/7 access to their most precious information from anywhere.
Following international best business practices, Axia Suite has an advanced design that enables Wealth Managers and their clients to access appropriately authorised data and documents using either mobile devices such as smartphones and tablets or desktop computers, whenever and wherever needed.
Axia Suite may be deployed according to the institution’s specific needs. It is a comprehensive investment management platform and considered among the best wealth management software solutions in the marketplace.
It can cover all functions with easy set-up and various deployment options to enable the institution to develop along with market trends, while it supports automated client onboarding, financial planning to advanced portfolio management, rebalancing and risk metrics.
"When selecting a provider for our core custody platform, we wanted a partner who shared our values of providing clients the highest levels of service, and who had the capability to offer a complete solution with a high degree of flexibility. After an extensive review of competing systems, we chose Profile and their Axia platform due to the flexibility of the software and Profile’s can-do attitude to work with us to develop novel functions. Our teams have worked closely with Profile’s experienced staff to design and configure a solution that meets our requirements. It is very much a collaborative relationship, which we believe will help us gain advantage in the market."Stephen Ozanne Chief Executive @Liberum Wealth
"In the face of rapid technological advancements, Profile’s solution shall allow us to benefit from complete control over our custodian operations in a single platform with seamless integration to our systems and enable us to offer a competitive omni-channel experience to our clients. As Fundbank prepares to expand further into key global markets, with additional products and services, the addition of the Axia Custody solution will further enhance its ability to be well positioned to meet the complex and ever-changing needs of the funds industry."Adam Rossiter Chief Operating Officer @ Fundbank