Axys

Axys

SS&C Advent
eXeer

eXeer

pointgroup
+
+

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About

Automate portfolio reporting and accounting with a turnkey solution that requires minimal IT support. Wealth management is a relationship-based business, and there’s simply no substitute for time spent with clients. With an extensive library of pre-defined reports plus easy report customization, SS&C Advent’s Axys® automates portfolio reporting and accounting to help firms get more done in less time. Part of the powerful Advent Investment Suite, Axys will increase your productivity, improve accuracy, and provide a clear picture of your portfolios and their performance, without disrupting your existing infrastructure. Automated reconciliation of trade information, settlement data, transactions and positions. SS&C Advent’s industry-leading portfolio management solution brings speed, accuracy, and flexibility to all your portfolio management and accounting functions.

About

eXeer is a modular SaaS-based investment data management solution. eXeer enables investment managers to aggregate, analyze and visualize their investment data, and easily integrate new data feeds and third-party technology solutions into their operating model as and when they need. eXeer facilitates the integration of your existing tech stack and the inclusion of new technologies enabling you to create an operating platform tailored to match your needs. Automate your data collection from custodians, alternative investment managers, platforms, and market data providers. This is the key component of eXeer and acts as your investment platform's analytical brain. Our engine provides you with a 'single source of data truth'. Our core data analytics engine sits at the center of eXeer. Our suite of client engagement tools allows you to support your face-to-face communications with intuitive adaptable and flexible channels.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Wealth management firms

Audience

Investment managers seeking a tool to aggregate, analyze and visualize their investment data

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

SS&C Advent
Founded: 1983
United States
www.advent.com/solutions/axys/

Company Information

pointgroup
United Kingdom
pointgroup.io/solution-exeer/

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SEI Family Office Services
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Axia Suite

Axia Suite

Profile Software

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Integrations

No info available.

Integrations

No info available.
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