Overview
Profile Software
Axia is the award-winning, web-based, omni-channel, MiFID II enabled Investment Management software. Built on modern technologies, Axia Suite delivers comprehensive functionality to holistically meet and exceed demanding investment management requirements. Axia enhances business agility through a quick setup process while offering flexible licensing, sourcing, deployment and pricing options. Axia Suite may be deployed according to the institution's specific needs. It is a comprehensive investment management platform and considered among the best wealth management solutions in the marketplace. It can cover all functions with easy set-up and deployment options to enable the institution to develop along with market trends. It covers functions from automated client onboarding, financial planning to advanced portfolio management, rebalancing and risk metrics.
Media
Core Features
Investment Management Features
  • Accounting Management
  • Asset Management
  • Benchmarking
  • Client Portal
  • Fund Management
  • Performance Metrics
  • Risk Management
Stock Portfolio Management Features
  • Client Management
  • Multi-Currency Support
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management
  • Technical Analysis
Pricing
Pricing Type
Contact Vendor
Free Version
No
Payment Frequency
Quote Based
Customer Reviews
4.5 (1 Reviews)

AXIA literally saved our back in the crisis. Highly recommended!

C
10 months ago

At Top Vouchers Code, we stumbled upon AXIA and read that it offered everything a business might need in a single entity but, due to us being fooled by the last description of management of the software, we were a little side minded on whether to use it or not. The impact of Covid-19 on our business made us known to the fact that when a crisis befalls upon one, not all software’s live up to the mark on things the company said they would be providing. It wasn’t due to the virus that gave us a hit, it was due to our management software’s that we took a toll, as a website that deals in providing discount services, you might as well guess how busy one can be during the time when people want to ration but, also want to save big, and right at that moment. Our management software fails to keep up with everything, and letting down our consumers has never sat right with us which is why we got back to the books, and researched our way into finding the perfect wealth management software.

But we took our chances on AXIA and started using the software, and to our surprise it was perfect,the assistance team of AXIA was always available to answer any queries, the dashboard it offered was thorough, and our finance team had never found any system that made their lives this much easier. For us AXIA was truly a knight in shining armour during the times of crisis, and judging the fact that it costs less money and more necessities this software had nothing but pros in our eyes.

Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
Support
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
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