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.
Market & Business Infrastructure, Portfolio & Wealth Management Systems, Trading & Back Office
06/09/2021
03/09/2023
Market & Business Infrastructure, Portfolio & Wealth Management Systems, Trading & Back Office
03/09/2021
Market & Business Infrastructure, Portfolio & Wealth Management Systems, Trading & Back Office
01/09/2021
Market & Business Infrastructure, Portfolio & Wealth Management Systems, Trading & Back Office
30/08/2021
Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems, Trading & Back Office
14/07/2020
Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems, Trading & Back Office
09/07/2020
Digital Platforms & Tools, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems
09/07/2020
Portfolio & Wealth Management Systems, Trading & Back Office
18/04/2018
05/03/2018
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.
9th January 2025
The world of investment is evolving, and sustainable investing is no longer a niche strategy, but it rather rapidly becomes the cornerstone of modern portfolio management. At its core lies...
25th October 2024
The private banking industry is undergoing a profound transformation, driven by the rapid adoption of digital innovation. Across the globe, high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) are increasingly demanding...
16th October 2024
The rapid digital transformation in retail banking has placed artificial intelligence (AI) and advanced data analytics at the forefront of the sector’s future. As customer expectations shift toward more personalised,...
7th October 2024
Artificial Intelligence (AI) has become a transformative force in the banking and investment management industries. This whitepaper, developed in collaboration with IBS Intelligence, delves into the innovations and impacts driven by AI....
19th September 2024
In modern, fast-paced financial markets, where conditions can change in an instant, the role of treasury management has become increasingly complex. Treasurers must now navigate a variety of challenges, including...
19th August 2024
To address the complexities that arise from the evolving regulatory requirements, Regulatory Technology (RegTech) has emerged as a crucial solution. RegTech offers innovative tools to modernise compliance functions, streamline processes,...
19th July 2024
The shift towards cloud-based core banking solutions represents a strategic opportunity to modernise legacy systems, enhance operational efficiency, and improve customer experiences. This article delves into how cloud banking aligns with the goals...
26th June 2024
Custodian banks play a critical role in the financial ecosystem by safeguarding assets and handling transactions for institutional investors. Therefore, efficient and secure communication of financial information is paramount. This...
Digital Platforms & Tools Investment Platforms & Tools
25th September 2023
Profile, a leading financial solutions provider, has announced today that MoneyMasters Limited has gone live with Axia Suite platform to enhance its wealth management operations. The platform has enabled the financial institution to streamline...
8th September 2023
Profile, a leading financial solutions provider, has announced the extension of the term of its contract with Allica Bank, which has been based on the strong relationship and fruitful collaboration between...
3rd September 2023
Axia Suite is a comprehensive wealth management platform that offers wealth managers and their clients 24/7 access to their most important information, wherever they are. With Axia Suite, they can view...
Core Banking Market & Business Infrastructure
1st June 2023
Profile Software, a leading financial solutions provider, has announced today they are collaborating with Amazon Web Services (AWS), a leading cloud service provider, to offer their Finuevo Suite solution as a...
Client Onboarding & Identity Verification Digital Platforms & Tools
9th March 2022
Profile Software, the international financial solutions provider, announced the enrichment of Finuevo Digital, the pioneering mobile-first platform for digital banking in-a-box with new advanced inbuilt onboarding functionality to alleviate the...
Portfolio Build, Analysis & Reporting Portfolio & Wealth Management Systems
3rd March 2022
Profile Software, the leading financial solutions provider, announced today the selection of Axia by Cirdan Capital, a financial technology company in the UK founded in 2014, that specialises in the issuance...
Client Onboarding & Identity Verification Digital Platforms & Tools
11th February 2022
Post-pandemic creates opportunities for Wealth Managers and Family offices, according to a recent study by Capgemini. The great wealth transfer leads to actions such as hyper-personalisation so as to target the...
9th December 2021
Profile Software, an international financial solutions provider, announced today its participation as a Gold Sponsor at the hybrid event labelled “digital economy forum: digitalisation no longer a choice but a...
Business Strategy & Advisory Portfolio & Wealth Management Systems
27th October 2021
Please provide an overview of the fund management sector today and what trends you would identify impacting and driving change in the sector. The fund management sector is coming out from...
Market & Business Infrastructure Portfolio & Wealth Management Systems
6th September 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...
Market & Business Infrastructure Portfolio & Wealth Management Systems
3rd September 2021
In this third episode in our new series of video interviews with Profile Software, we speak to Panagiotis (Taki) Aggelopoulos, CTO at Profile Software. Panagiotis describes what type of wealth...
Market & Business Infrastructure Portfolio & Wealth Management Systems
1st September 2021
In this second episode in our new series of video interviews with Profile Software, we speak to Panagiotis (Taki) Aggelopoulos, CTO at Profile Software. Panagiotis outlines what differentiates their offering...
Market & Business Infrastructure Portfolio & Wealth Management Systems
30th August 2021
In this first episode in our new series of video interviews with Profile Software, we speak to Panagiotis (Taki) Aggelopoulos, CTO at Profile Software. Panagiotis provides us with a brief...
Business Strategy & Advisory Technology Strategy & Consulting
6th August 2021
Profile Software being ahead of market trends is trying to analyse and present insights to help industry professionals to be better prepared when dealing with the challenges of the sector. In...
Core Banking Digital Platforms & Tools
27th July 2021
Athens, 27th July 2021: Profile Software, the international financial solutions provider, announced today the operational use of the omni-channel digital banking platform integration project at Optima bank (ex-Investment Bank of...
Market & Business Infrastructure Portfolio Build, Analysis & Reporting
22nd July 2021
Athens, 22 July 2021: Profile Software, an international financial solutions provider, announced today the new release of Axia Custody the advanced automated custody platform that delivers streamlined operations, globally. The...
14th July 2021
The recent pandemic has had a huge impact on the world in which we live, disrupting many of the day-to-day things we have always taken for granted at many levels...
Digital Platforms & Tools Portfolio Build, Analysis & Reporting
17th June 2021
Athens, 17 June 2021: Profile Software, an international financial solutions provider, announced today that it has been named a category leader in Chartis’ Fintech Quadrant report for Wealth Portfolio Management...
Business Strategy & Advisory Client Engagement & Management
27th May 2021
The Private Banking and Wealth Management industries have experienced a turbulent year. At the same time, with a new group of people looking to leverage their assets in investments—many of...
Client Engagement & Management Digital Platforms & Tools
23rd April 2021
During 2020, the pandemic accelerated Digital Transformation in Banking, leading banks to faster adopt new digital delivery models. The rise of neo and digital banking became the new normal with...
22nd March 2021
Athens, 22 March 2021: Profile Software, the leading financial solutions provider, announced today the acquisition of Euronext Centevo, a specialised provider of Asset and Fund Management solutions. Profile has reached...
Digital Platforms & Tools Portfolio Build, Analysis & Reporting
8th March 2021
ATON, the investment banking organisation, selected Axia to automate and digitalise their wealth management services. Headquartered in Moscow, and with a presence across 25 sites in Russia, ATON focuses on corporate investment...
Client Engagement & Management Client Onboarding & Identity Verification
18th December 2020
The simple fact is that differentiation in delivering advanced customer experience in the wealth management industry is becoming of paramount importance; the offering is niche and market needs are constantly...
20th November 2020
Following the success of our previous live webinar “Address Loan Management Challenges Post-Covid”, Profile Software is inviting you to register and join the re-run of its banking webinar ”Loan Management...
10th November 2020
Profile Software, an international financial solutions provider, announced today the partnership agreement with Surecomp the leading provider of global trade finance solutions for banks and corporates. The agreement is bilateral aiming at...
Client Communications & Reporting Client Engagement & Management
3rd November 2020
Profile Software, a leading financial solutions provider, announced today the new release of Axia Suite that incorporates advanced onboarding functionality and a powerful digital client portal to accommodate the increasing...
Compliance & Regulation Risk Analysis & Management
8th October 2020
Profile Software, an international financial solutions provider, announced today that Attica Bank selected Profile’s RiskAvert, the risk management system for regulatory capital calculation, liquidity risk indices as well as XBRL validation and...
Compliance & Regulation Risk Analysis & Management
24th September 2020
Profile Software, an international financial solutions provider, announced today the release of the new updated version of RiskAvert 3.0, in order to accommodate the increasing needs of the industry in...
Portfolio Build, Analysis & Reporting Portfolio & Wealth Management Systems
24th July 2020
Please provide us with an overview of your solution offering or offerings to the wealth management sector and how they fit together. Since 1990, when Profile Software was founded, the focus...
Portfolio Build, Analysis & Reporting Portfolio & Wealth Management Systems
16th July 2020
Please provide us with an introduction to the business in terms of who you are, when you were founded and what you do. Since 1990, when Profile Software was founded, the...
Portfolio Build, Analysis & Reporting Portfolio & Wealth Management Systems
14th July 2020
With 30 years of experience and presence in 40 countries, Profile Software is dedicated to developing innovative, flexible, forward-looking platforms for the banking and investment management domains. Profile delivers solutions that...
Portfolio Build, Analysis & Reporting Portfolio & Wealth Management Systems
9th July 2020
The Investment Management marketplace is becoming increasingly competitive, whether being a wealth manager, fund management firm, custodian, insurance or a family office. To successfully overcome business challenges, companies invest in...
Digital Platforms & Tools Portfolio Build, Analysis & Reporting
9th July 2020
The banking industry has evolved and digitally transformed to deliver a unique user and client experience. The requirements for PSD2, Open banking, data analytics, automated customer journey, multi-channel delivery, and...
Portfolio Build, Analysis & Reporting Portfolio & Wealth Management Systems
7th July 2020
Profile Software, a leading financial solutions provider, announced today a new partnership in the United Kingdom with Forte Securities, a London-based Prime Broker looking for a platform that would streamline their...
Core Banking Portfolio Build, Analysis & Reporting
6th July 2020
Each week TWM highlights a solution provider in its directory. This week it is Profile Software, a provider of software platforms for the banking and investment management industries. You can read...
Market & Business Infrastructure Portfolio & Wealth Management Systems
21st May 2020
21st May 2020: Profile Software, a leading financial solutions provider, announced today that 3K Investment Partners, a mutual funds company based in Athens, selected Axia, Profile’s leading omnichannel and web-based...
Client Engagement & Management Client Onboarding & Identity Verification
14th May 2020
The impact of the coronavirus outbreak has affected both financial markets and consumer behaviour as never before. A major transformation in customer experience in 2020 and beyond is defining the...
Client Engagement & Management Digital (Robo) Investing
5th May 2020
Much has been discussed and published on the use of AI, RPA and ML for the benefit of the Wealth Management industry. The Robo Advisory evolution is a pragmatic and...
7th April 2020
Profile Software, a leading financial solutions provider, announced today that 7Q Financial Services, a Nicosia-based Investment Firm, specialising in asset management, went live with Axia Wealth & Fund Management solution,...
Portfolio Build, Analysis & Reporting Portfolio & Wealth Management Systems
26th February 2020
Much has been discussed and published on the use of AI, RPA and ML for the benefit of the wealth management industry. The robo advisory evolution is a pragmatic and...
Portfolio Build, Analysis & Reporting Portfolio & Wealth Management Systems
25th November 2019
Financial companies are gradually adopting artificial intelligence (AI) moving to the new digital era as well as supporting automation and robo-advisory to better succeed in today’s competitive landscape. In Deloitte’s...
Portfolio Build, Analysis & Reporting Portfolio & Wealth Management Systems
30th September 2019
Axia is the web-based, omni-channel award-winning front-to-back solution for Investment Management. It offers affordable, first-class, enterprise-wide Wealth Management solutions to lean enterprises. Axia enhances business agility through a quick setup process while...
30th September 2019
Being at the forefront of technology the Robo Advisor omni-channel solution delivers modern and workflow-based functionality to perform online, all needed wealth management operations, for both the investor and the...
28th August 2019
Profile Software, a leading financial solutions provider, announced today the selection of its Axia Custody platform by First Abu Dhabi Bank (FAB) in the United Arab Emirates. Headquartered in Abu Dhabi,...
Portfolio Build, Analysis & Reporting Portfolio & Wealth Management Systems
10th May 2019
Profile Software, an international financial solutions provider, announced today that ‘MADA Capital’ and `Mada Financial Services’ subsidiaries of Primavis Capital, a Dubai-based investment firm, selected Axia omni-channel platform to comprehensively...
11th April 2019
Artificial Intelligence is set to transform businesses in ways we’ve not seen, since the Industrial Revolution. The digital era is evolving in the wealth management sector, leading to a dynamic...
21st February 2019
Over the past year, Profile Software Group supported and participated in several innovative industry-focused events, to showcase its latest solutions developed for the banking and investment management industries. These events...
Portfolio & Wealth Management Systems
17th February 2019
Profile Software, an international financial solutions provider, announced today the launch of its recently enhanced Axia Suite release 2.1 that delivers advanced investment management, compliance and reporting capabilities. Axia Suite is...
Portfolio & Wealth Management Systems
21st December 2018
Profile Software, an international financial solutions provider, announced today that Arrow Capital, an investment firm with operations in the UAE and Mauritius, has selected Axia to comprehensively accommodate their full...
9th November 2018
The global asset and wealth industry is embracing a digital transformation across disciplines. Customers’ increasing demands for unique personalised experience, new regulatory requirements along with technology advancements are reshaping the...
Digital (Robo) Investing Portfolio & Wealth Management Systems
16th October 2018
Profile Software, an international financial solutions provider, announced today that it has been shortlisted at the WealthBriefing GCC Region Awards 2018 under the categories “Front Office Solution”, “Portfolio Management”, “Onboarding” and “Innovative...
Client Onboarding & Identity Verification
1st August 2018
Differentiation in delivering advanced customer experience in the wealth management industry is becoming of paramount importance, as the offering is niche and the market needs are constantly changing. To effectively...
Market & Business Infrastructure Portfolio & Wealth Management Systems
19th July 2018
Profile Software, an international financial solutions provider, today announced the release of the upgraded version 2.0 of Axia Suite, the omnichannel, web-based investment management platform that is also available in...
Core Banking Portfolio & Wealth Management Systems
26th June 2018
Profile Software, an international financial solutions provider, announced today that it participates as a Silver Sponsor in the “Compeer’s Wealth Management Conference: The Yearly Review”, taking place on 27 June 2018 in...
20th June 2018
Regulatory changes and the emergence of digital entrants into the wealth management space have indeed affected the industry in several ways. These along with the business objective of expanding the...
Portfolio Build, Analysis & Reporting Portfolio & Wealth Management Systems
23rd May 2018
Axia is the web-based, omni-channel front-to-back solution for Wealth Management developed by Profile Software. It offers affordable, first-class, enterprise-wide wealth management solutions to lean enterprises. Axia enhances business agility through a quick setup process...
14th May 2018
Profile Software, an international financial solutions provider, today announced the introduction of its Axia Robo Advisor solution, which automates all investment management operations targeted to wealth management firms and banks...
Portfolio & Wealth Management Systems Trading & Back Office
18th April 2018
Axia, the omni-channel, web-based platform for family offices and wealth management firms is continuously being enriched with new features to accommodate the growing needs of the industry. In this video, you...
5th March 2018
Profile Software is among the pioneers who support the FinTech trend and the collaboration, delivering market-proven solutions that successfully accommodate the everchanging industry conditions. This video summarises Profile’s experience featuring client...
20th February 2018
Profile Software will be supporting the Digital Integration in Wealth Management Conference that is taking place on the 21st and 22nd February 2018 at the Chelsea Harbour in London, UK as a co-partner sponsor. Following the proven experience and success...
Portfolio & Wealth Management Systems
31st January 2018
Profile Software, an international financial solutions provider, announced today the selection of its Axia system by Twenty First Capital, an independent asset management company with operations in France, United Kingdom...
Portfolio & Wealth Management Systems
7th July 2017
The past few years have seen great strides by as-a-service, cloud-based solution providers. Several industries have already shifted significantly in this direction with notable success in the areas of CRM,...
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