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What is Axisoft?

Axisoft emerges as a leading financial technology service provider with offices in Hong Kong, Singapore, Shanghai, Zhuhai, and Shenzhen. Since our inception in 1998, we have played a crucial role in aiding top private banks globally to improve their profitability through the implementation of our solutions in various countries. What sets us apart is our deep-rooted expertise in finance and technology, which enables us to deliver industry-leading solutions, develop high-quality applications, and provide exceptional local support. Each member of the Axisoft team possesses a strong background in both financial and technological fields, allowing us to accurately identify and address the challenges and needs faced by financial institutions. This interdisciplinary knowledge equips us to utilize the most appropriate technologies to assist these institutions in achieving their business objectives. Additionally, our solutions have earned acclaim in the tech community for their innovative nature and effectiveness, reinforcing our reputation. We are dedicated to maintaining excellence, which positions us prominently within the ever-evolving financial technology sector, while constantly adapting to meet the changing demands of our clients.

What is AdvisoryAI?

Advisory AI is the first-ever AI-Copilot tailored exclusively for financial advisors, offering cutting-edge software that revolutionizes the creation and management of advisory documents. Our intuitive platform empowers finance professionals to produce various advisory documents in just five minutes, saving precious time and boosting productivity significantly. We prioritize automating vital reports like Annual Review Reports, Suitability Letters, Meeting Notes, Provider Information Summaries, Pre-Meeting Preparation, and Follow-up Email Summaries. By optimizing the advisory workflow, our technology enables financial advisors to focus more on delivering exceptional client service while reducing the stress of administrative tasks. Experience the efficiency that Advisory AI can bring to your practice with our forward-thinking, AI-driven solutions crafted to address the changing needs of today’s financial advisors. Our dedication to reshaping the advisory landscape fosters an environment where financial professionals can excel in a competitive market, ensuring they are well-prepared to meet the challenges of the future.

Media

Media

Integrations Supported

Square POS

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

£49/user/mo
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Axisoft

Date Founded

1998

Company Location

China

Company Website

www.axisoft.com

Company Facts

Organization Name

AdvisoryAI

Date Founded

2023

Company Location

United Kingdom

Company Website

advisoryai.com

Categories and Features

Wealth Management

Not specified

Categories and Features

AI Finance

Not specified

AI Tools

Not specified

Wealth Management

Not specified

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