Audience

Investment and financial professionals seeking a tool to meet and exceed demanding investment management requirements

About Axia Suite

Axia is the award-winning, web-based, omnichannel, MiFID II-enabled Investment Management software. Built on modern technologies, Axia Suite delivers comprehensive functionality to holistically meet and exceed demanding investment management requirements. A configurable dashboard for each user role. Client management (client onboarding, CRM, document management, compliance management) Order & transaction processing. Position keeping, evaluation, and 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 feeds. Multi-tenant capabilities. First class, enterprise-wide solution meeting diverse needs. 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.

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Integrations

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Company Information

Profile Software
Greece
www.profilesw.com/en/axia-cloud.php

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online

Axia Suite Frequently Asked Questions

Q: What kinds of users and organization types does Axia Suite work with?
Q: What languages does Axia Suite support in their product?
Q: What kind of support options does Axia Suite offer?
Q: What type of training does Axia Suite provide?

Axia Suite Product Features

Investment Management

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