Axia Suite is the award-winning, web-based, omni-channel, MiFID II enabled Wealth Management system.
Built on modern technologies, Axia Suite delivers comprehensive functionality to holistically meet and exceed demanding investment management requirements.
Automated integration with custodian banks and market data feeds
Competitive functionality
Order & transaction processing, Position keeping, evaluation, cost calculations, asset allocation, profitability, performance and risk analyses and more
Reporting
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
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
Benefits
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 Wealth Management Platform Axia Suite offers financial advisors 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 clientele 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.
Clients Testimonials
Liberum Wealth
"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
Fundbank
"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."
Axia Suite is the web-based, omni-channel, award-winning front-to-back Wealth Management Software solution.
It offers affordable, first-class, enterprise-wide Wealth Management solutions to lean enterprises, while at the same time it enhances business agility through a quick setup process, offering flexible licensing, sourcing, deployment and pricing options.
Moreover, Axia Suite can be offered as a white-labelled service (SaaS) in a private cloud through its alternative configurations ranging from multi-custodian bank model to modern digital front-office solution, covering all the demanding wealth management requirements across the operations.
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