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What is Axia Suite?

Axia stands out as a prominent investment management software hosted in the cloud, fully adhering to MiFID II regulations. Utilizing cutting-edge technology, the Axia Suite encompasses a wide array of features designed to meet the complex requirements of investment management. It provides personalized dashboards that are adapted to each user's specific role, allowing for streamlined client management that encompasses onboarding, CRM systems, document organization, and compliance tracking. Moreover, it enhances the efficiency of order and transaction processing while overseeing position management, evaluations, and cost calculations. The software also aids in asset allocation, profitability assessments, performance measurement, and risk analysis for assets managed both internally and externally. Users can take advantage of consolidated reporting tailored for clients and management, alongside proficient fee management capabilities. The platform supports automated integration with custodian banks and market data sources, significantly boosting operational efficiency. With its robust multi-tenant architecture, Axia functions as a premier, enterprise-level solution addressing diverse needs on a unified platform. By consolidating essential functions, it maximizes limited resources and simplifies intricate workflows, ultimately yielding time savings and enhanced productivity for its users. As such, Axia not only meets the present demands of investment management but also positions itself to adapt to future challenges in the industry.

What is Advyzon?

Advyzon presents a comprehensive cloud-based solution designed specifically for wealth management and advisory firms, seamlessly integrating portfolio management, performance analytics, customer relationship management, billing, document storage, client access portals, and business intelligence dashboards into a unified platform. This innovative system supports effortless integration with major custodians and daily data feeds, includes a customizable CRM that connects email and calendar functionalities while automating various workflows, and permits the generation of sophisticated reports tailored with branding that can be distributed on a set schedule. Additionally, it features secure client portals and mobile applications, enhancing collaboration between clients and their advisors through efficient document sharing. Beyond these capabilities, Advyzon also includes a rebalancing engine called "Quantum" for effective trading and modeling, offers integrated billing management for diverse fee structures, and is designed modularly to allow firms to gradually access more features while maintaining a cohesive database. This flexibility empowers firms to adapt their services in alignment with evolving client demands and industry developments, ensuring they remain competitive and responsive. The platform's ability to grow and evolve is a significant advantage in the ever-changing financial landscape.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Profile Software

Company Location

Greece

Company Website

www.profilesw.com/en/axia-cloud.php

Company Facts

Organization Name

Advyzon

Company Location

United States

Company Website

www.advyzon.com

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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