Profile Software, a Dubai-based financial solutions provider, has launched a new cloud-based wealth management platform, called Axia, for relationship mangers.
The solution provides a uniquely designed presentation layer, a front-end that is integrating with any back-end wealth management system, including IMSplus.
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The new front-end solution features an out-of-the-box dashboard with numerous panels, layouts and widgets, client onboarding, CRM and advisory tools, as well as many portfolio and document management functionalities.
These features will allow wealth managers to quickly and securely deploy a modern application for both their internal users and their clients that can run virtually on any computer or device using a web browser.
Profile Software said that Axia offers a flexible and easy to adjust front-end environment to meet the relationship manager’s needs in terms of theme, logo, dashboard panels, menus and available functions, forms and questionnaires.
The client onboarding capability of the solution includes client static data collection, document management, questionnaires, selection of investment strategies and creation of investment proposals.
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By GlobalDataAdditionally, Axia’s in-built advisory tools include easy comparison of any existing portfolio with its associated strategy model and asset allocation for prospects and new clients, including alerts and push notifications.
The platform will take the information and functionality of the integrated back-end system to the next level while enhancing business agility, efficiency and exceeding client expectations.
