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Profile Software’s latest Axia release offers advanced onboarding and new client portal

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Profile Software, a financial software solutions provider, has released a new version of Axia Suite that incorporates advanced onboarding functionality and a digital client portal to accommodate the increasing market needs in wealth, asset and fund management.Axia, an omni-channel, investment management platform is continuously being enriched in functionality to competitively address market changes. Current times call for remote working, communication, and networking therefore the ability for a new customer to join online without tedious processes becomes a competitive need for the firms in the Investment Management industry. This trend is expected to increase even more the coming months with online digitally enhanced functionality for client portal access as well as automated onboarding.

The new release supports full automated steps for the prospect to register, experience fast onboarding and get easy access to investment management services. The solution can be deployed as stand-alone or integrated to existing platforms, offering a modern, digital tool to financial advisors, funds distributors, wealth managers and private banking relationship managers, which facilitates and accelerates the client / investor onboarding process without compromising regulatory compliance requirements or internal security and policies. 

Profile Software continues to invest and develop pioneering solutions for the industry to help professionals and their clients better communicate and manage their portfolios in challenging times. Axia has been recently selected by a number of investment management firms in several countries such as Russia, UK, the UAE, Cyprus, etc. 
 

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