HQ Location

Athens, Greece

Website Address

www.profilesw.com

Connect with Profile Software
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.

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 to deliver superior client service, Profile prides itself for the 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, improved productivity, reduced operational risk and easy integration.

Partners

Profile Software is developing its partners' network across the world to be able to support local customer needs with industry-related specialised IT firms that would be able to market and support its range of offerings. In order to complement its products for specific projects we also form alliances with established focused IT vendors developing internationally tested platforms so as to address holistically the complete needs of financial services institutions, where needed. It is worth mentioning that Profile's platforms are available on App store, Microsoft Azure, and Amazon Web Services.

 

Key Data

Year launched
2014
WEALTH MANAGEMENT CLIENTS
21-50
WEALTH MANAGEMENT USERS
501-1000
Type of Clients
  • Digital wealth manager
  • External Asset Manager
  • Global Private Bank
  • Investment fund manager
  • Local Private Bank
  • Multi-Family Office
  • Private Client Investment Manager
  • Regional Private Bank
  • Retail bank wealth manager
  • Single Family Office
  • Universal bank wealth manager
  • View Others View Less
Client Regional Presence

Axia

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