Overview
Profile's Axia Suite is Profile Software's award-winning, web-based, omni-channel, MiFID II-compliant Wealth Management platform. It enhances business agility by supporting rapid process setup and offering unique automation features, all within a sophisticated yet user-friendly interface. Axia covers all aspects of wealth management activities, delivering comprehensive front-to-back functionality. It effectively serves Wealth, Asset, and Fund Management, Custody, Robo-advisory, and Private/Personal Banking through modern, powerful tools and technologies.
The platform continues to increase its number of implementations across functions such as fund management, custody, and wealth management in diverse regions, demonstrating its steady evolution and growth over the years. Axia's consistent updates and international recognition reinforce its role as a market-leading solution.
Key Features
- Configurable dashboards for each user role
- Client management (client onboarding, CRM, document management, etc.)
- Order & transaction processing
- Position keeping, evaluation, cost calculations
- Asset allocation, profitability, performance and risk analyses
- Internally & externally managed assets
- Consolidated client and management reporting
- Fees management
- Automated integration with custodian banks and market data feed providers
- Alerts and secure messaging tools
- Compliance with international and local regulatory requirements
- Fund management
- Robo-Advisory capability offering full automation
- Multi-lingual, multi-entity, multi-currency capabilities
- Common user experience across all channels and personalisation options
- Custody powerful operations
Key Benefits
- First-class, enterprise-wide solution addressing diverse business needs
- Unmatched client service experience
- Comprehensive functionality in a single, fully integrated platform
- Saves time and optimises valuable resources by streamlining processes
- Automated integration with custodians and market providers
- Exceptional flexibility, from configuration to deployment and pricing options
- Rapid response to market needs by delivering new products quickly
- Accessible anywhere, anytime
- Complete automation across all processes
