HQ Location

Athens, Greece

Website Address

www.profilesw.com

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Solution introduction

The omni-channel one-stop wealth management platform

Tailor the solution to your business objectives

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.

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 robo advisory services for full automation of the process or utilised as a hybrid model.

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

 

 

 

 

Key Data

Year launched
2014
WEALTH MANAGEMENT CLIENTS
11-20
WEALTH MANAGEMENT USERS
251-500
Type of Clients
  • External Asset Manager
  • Independent Financial Advisor
  • Local Private Bank
  • Multi-Family Office
  • Private Client Investment Manager
  • Regional Private Bank
  • Single Family Office
  • View Others View Less
Client Regional Presence

Axia

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