Video from Profile Software

Profile Software - Wealth management software solution

Share this resource
company

Financial technology built around your business. The financial technology solution provider for tomorrow's banking and wealth management operations.

View Solution Provider Profile

Connect with Profile Software

solution

Axia Suite

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...

view solution
by Profile Software
| 03/09/2023 11:36:47

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 their portfolios, track their investments, and get the latest market news and insights, all from the convenience of their mobile devices or desktop computers. With its automated client onboarding and financial planning tools, the client can save time and focus on what matters most: building relationships and managing their clients' investments. Additionally, with its advanced portfolio management, rebalancing, and risk metrics features, the investment management industry can achieve its constantly changing financial goals.