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Ratings and Reviews 0 Ratings
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What is Commcise?
A high-quality user interface, like a mobile application, enables rapid and secure development for asset managers, ensuring better compliance with MiFID II and related regulations. This innovative platform not only streamlines compliance with MiFID II but also features an in-house robotic process automation (RPA) system. It adeptly accommodates various client types, including CSA/RCA and non-CSA asset management clients, while covering the entire CSA lifecycle. By eliminating manual processes, it establishes a thorough audit trail and significantly enhances operational efficiency. Automated data checks and workflows ensure that client interactions are consistent, meticulously reviewed, valued, and approved. Furthermore, it equips Investment Managers with tools to refine their processes for funding and valuing research services by providing a cohesive integrated platform. For those utilizing a custodial aggregator or considering it, there has historically been no alternative to a comprehensive platform that merges technology and service to manage the entire program, from reconciliation to payments—until now. This new solution not only optimizes operations but also greatly elevates compliance standards and boosts overall efficiency for asset management practices. The introduction of this all-inclusive platform marks a significant advancement in the industry, allowing firms to navigate regulatory challenges with greater confidence.
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.
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 Version
Free Trial Offered?
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
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
Commcise
Date Founded
2013
Company Location
United Kingdom
Company Website
commcise.com
Company Facts
Organization Name
Profile Software
Company Location
Greece
Company Website
www.profilesw.com/en/axia-cloud.php
Categories and Features
Commission
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions
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