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 while offering flexible licensing, sourcing, deployment and pricing options.
Axia can also be offered as a white-labelled service (SaaS) in a private cloud through its alternative configurations:
- As a multi-custodian bank model for IWMs, (multi-) family offices and HNWIs
- As an external IWMs’ network platform of a wealth management firm or a bank
- As a modern, digital front-office solution for a bank's or wealth management firm's professionals and clients, including client onboarding functionality
Please click on the image below to access and download the full report.