Profile, a leading global provider of financial software solutions, announces a major new release of its flagship Axia Suite, introducing advanced Wealth Management features designed to better serve Retail and Mass Affluent investors.
Building on Axia’s proven expertise in Private and Institutional Wealth Management, the enhanced solution now extends its reach with AI.Adaptive, Profile’s agentic AI solution, delivering personalised investing, intuitive digital experiences, and dynamic advisory tools. These innovations enable financial institutions to offer scalable, high-touch investment services across all client segments, combining automation with human insight for maximum personalisation and engagement.
The upgraded solution brings new investment selection and portfolio construction processes, supported by artificial intelligence, for both Relationship Managers (RMs) in large banking organisations and High-Net-Worth Individuals (HNWI). Designed to elevate service across both physical and digital channels, Axia strengthens collaboration between advisors and clients, enabling the delivery of tailored, compliant proposals within a seamless and interactive environment.
Through dynamic investment workflows, clients receive personalised insights, educational support, and recommendations that align with their goals, risk profile, and thematic preferences – making investing both transparent and empowering.
This latest release brings a fresh, forward-looking approach to digital Wealth Management, transforming the investment experience into a journey of strategic empowerment. With smart tools that enhance interactivity, speed, and personalisation, RMs gain a digital partner that helps them stand out, while clients benefit from a fast and effective investment experience.
More than a technical upgrade, the solution incorporates strategic capabilities that empower large banking organisations to expand their investment services with agility and precision. Axia supports faster decision-making, adaptability to shifting market conditions, and deeper engagement between RMs and clients – setting a new standard for modern Wealth Management.
With this evolution, Axia Suite further strengthens its position as a comprehensive, single platform for all investment operations – offering advanced Wealth Management capabilities across Retail, Mass Affluent, Private, and Institutional segments, along with sophisticated solutions for Custody, Asset and Fund Management. This unified approach ensures complete operational efficiency, regulatory alignment, and a seamless client and investment servicing experience.
About Profile
Founded in 1990, Profile is a specialised software solutions provider with offices in key financial centres and a presence in more than 50 countries across Europe, the Middle East, Asia, Americas, and Africa, delivering market-proven solutions to the Investment Management and Banking industries. Profile is recognised as an established and trusted partner by international industry specific advisory firms. Profile’s solutions enable organisations to align their business and IT strategies, whilst providing the necessary business agility to proactively respond to the ever-changing market conditions.
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