Automate portfolio reporting and accounting with a turnkey solution.

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.
SS&C Advent
1983
United States
1 Industry
1 Language
Industries
  • Investment-management
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

Media

Axys

Axys Core Features

Focus of Investment Management Feature
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting
Focus of Stock Portfolio Management Feature
  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management
Focus of Hedge Fund Feature
  • Investor Accounting
  • Investor Reporting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management

Axys Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Quote Based

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