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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Axia stands out as an award-winning, web-based investment management software that is compliant with MiFID II regulations. Utilizing advanced technologies, the Axia Suite offers a wide array of features designed to not only meet but also surpass the rigorous demands of investment management. Each user role benefits from a customizable dashboard tailored to their specific needs. The software facilitates client management through various functions such as onboarding, CRM, document handling, and compliance oversight. It also streamlines order and transaction processing, along with position tracking, performance evaluations, and cost assessments. Additionally, Axia provides in-depth analyses of asset allocation, profitability, performance, and risk, applicable to both internally and externally managed assets. Users can access consolidated reporting for clients and management, ensuring transparency and efficiency. The system includes robust fees management and boasts automated integrations with custodian banks and market data feeds. With its multi-tenant capabilities, Axia serves as a premier enterprise-wide solution capable of addressing diverse requirements seamlessly. All essential functionalities are conveniently integrated into a single platform, ultimately saving users time and optimizing their limited resources by enhancing process efficiency. Moreover, the automated connections to custodians and market providers further streamline operations, allowing clients to focus on more strategic initiatives.

Description

Prospero by FINARTIS (formerly S.A.G.E.) offers a comprehensive suite of solutions that are specifically tailored for the financial services industry., specifically Family offices and independent asset management. Wealth management, fund administration and asset management are also included. The solution is comprehensive and covers all aspects of the financial sector's transactional, financial, processing, and reporting requirements, from the front-office to middle- and back-office.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$1760/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Profile Software

Country

Greece

Website

www.profilesw.com/en/axia-cloud.php

Vendor Details

Company Name

FINARTIS

Founded

1986

Country

Switzerland

Website

www.finartis.com/iam-family-office/

Product 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

Product Features

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

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

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