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Axys automate portfolio reporting and accounting with a turnkey solution that requires minimal IT support. Industry standard portfolio management and reporting. Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions. Wealth management is a relationship-based business — and there’s simply no substitute for time spent with clients. With an extensive library of pre-defined reports plus easy report customization, SS&C Advent’s Axys® automates portfolio reporting and accounting to help firms get more done in less time.
- Investment-management
- English
Screenshot & Video
LICENSING & DEPLOYMENT
- Open Source
- Cloud Hosted
- Web-based
SUPPORT
- Email
- Phone
- 24x7 Support
Training
- Webinar
Knowledge Base
- Help Guides
- Video Guides
- Blogs
- Case Studies
- Whitepapers
Axys Core Features
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
- Order Management
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
Axys Pricing
Pricing Type
-
Contact Vendor
Preferred Currency
-
USD ($)
Free Version
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No
Payment Frequency
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Quote Based
Axys Reviews
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