Solution introduction

The omni-channel cloud based one-stop wealth management platform

Tailor the solution to your business objectives and automate your processes

Axia is the cloud/web-based, omnichannel solution for advanced investment management operations. Axia is the evolution of the market proven flagship Profile's platform for the industry incorporating all the modern technologies and functionalities to drive competitiveness and efficiency across your operations and client service. It enhances business agility through a quick setup process while offering flexible licensing and deployment. It supports all major functions for wealth / asset / fund management, family offices, custody and robo advisory.

Axia is a multi-entity and -dimensional wealth management platform covering all aspects of modern investment needs ranging from portfolio management on a single platform, client onboarding, custodian interfaces, powerful reporting to automated robo advisory services or hybrid service models.

Keeping up with today's challenges and tomorrow's needs, Axia is able to deliver advanced design, common user experience, customisable dashboards and investment strategies to help modern investors accelerate their performance and client relationship. 

Simply select the functions applicable to your business operations to form an out-of-the-box yet customisable wealth management solution.

Profile Software: Challenges and opportunities facing the wealth management marketplace

Market & Business Infrastructure, Portfolio & Wealth Management Systems, Trading & Back Office

06/09/2021

In this fourth and final episode in our new series of video interviews with Profile Software, we speak to Panagiotis (Taki) Aggelopoulos, CTO at Profile Software. Panagiotis outlines what challenges......

Profile Software - Wealth management software solution

03/09/2023

Profile Software: Wealth management client types and benefits brought

Market & Business Infrastructure, Portfolio & Wealth Management Systems, Trading & Back Office

03/09/2021

What differentiates Profile Software from the competition?

Market & Business Infrastructure, Portfolio & Wealth Management Systems, Trading & Back Office

01/09/2021

Introduction to Profile Software and the firm's offering to the wealth management market

Market & Business Infrastructure, Portfolio & Wealth Management Systems, Trading & Back Office

30/08/2021

Innovative financial software provider

Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems, Trading & Back Office

14/07/2020

The next generation investment management solution

Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems, Trading & Back Office

09/07/2020

Banking solutions for digital transformation

Digital Platforms & Tools, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems

09/07/2020

Profile Software: Omni-channel wealth management & family office solutions

Portfolio & Wealth Management Systems, Trading & Back Office

18/04/2018

Profile Software: A wealth of FinTech knowledge

05/03/2018

Features

  • A configurable dashboard for each role
  • Client management with advanced capabilities (documents, onboarding, etc.)
  • Agile portfolio and order management (asset allocation, position keeping, fees, etc.)
  • Itemised and consolidated reporting with ability to customise
  • Multi-tenant and multi-entity 
  • Readily available integration to custodian banks and data providers
  • Financial planning and robo advice ready
  • Compliance (MiFID II, GDPR, etc)

Benefits

  • Unparalleled client service experience
  • All functionality available on a single platform
  • Flexibility across the operations
  • Complete automation
  • Proactiveness to market needs for new products
  • Streamline of processes
  • Automation and flexibility across operations
  • Scalability

 

Customers

Being distinguished for delivering superior client service, Profile prides itself on its dedication and commitment to supporting firms internationally to help them achieve their business objectives through the rich functionality available in its platforms that boosts automation, enables compliance, improves productivity, reduces operational risk, and is easily integrated.

Partners

Key Data

Year launched
2014
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Family Offices
Client Regional Presence
  • Africa
  • Asia
  • Caribbean
  • Central America
  • Eastern Europe
  • Middle East
  • North America
  • South America
  • Western Europe
  • View Others View Less

Axia Suite

Please click the button below to connect with Profile Software

Connect with Profile Software

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.