Axia Suite vs. Costars Comparison


Axia Suite Profile Software	Costars corfinancial	+	+
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About Axia is the award-winning, web-based, omnichannel, MiFID II-enabled Investment Management software. Built on modern technologies, Axia Suite delivers comprehensive functionality to holistically meet and exceed demanding investment management requirements. A configurable dashboard for each user role. Client management (client onboarding, CRM, document management, compliance management) Order & transaction processing. Position keeping, evaluation, and cost calculations. Asset allocation, profitability, performance, and risk analyses. Internally & externally managed assets. Consolidated client and management reporting. Fees management. Automated integration with custodian banks and market data feeds. Multi-tenant capabilities. First class, enterprise-wide solution meeting diverse needs. All the functionality needed on a single, fully integrated platform. Saves time on limited and valuable resources by streamlining processes. Automated integration with custodian and market providers.	About A fully integrated investment administration platform for third party administrators (TPAs), fund supermarkets, wealth management providers, building and friendly societies, and retail banks. Costars is a multi-asset investment administration solution that automates and improves client servicing, sale-channel uptake and the adoption of new products, including fully automated ISA management. Costars also provides management functionality for tax and regulatory requirements for underlying investors. Instrument types are packaged into portfolios, whether wrapped or unwrapped and are available across varying distribution channels. Handle millions of portfolios and positions with high throughput without scalability issues. With automated and manual trade input, present and historic portfolio valuations, automated customer credit and ID checks, data and documentation audit trail, full reporting and compliance, deal validation/authorization and pricing, everything is covered.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Investment and financial professionals seeking a tool to meet and exceed demanding investment management requirements	Audience Banks, institutions and companies seeking an investment administration platform to manage their operations
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Profile Software Greece www.profilesw.com/en/axia-cloud.php	Company Information corfinancial Founded: 1996 United Kingdom www.corfinancialgroup.com/financial-software-products/costars/
Alternatives SOLIAM VERMEG	Alternatives Venn by Two Sigma Two Sigma
BlazePortfolio	Edgelab
M2Advisor M2Wealth	Macroaxis
eXeer pointgroup	Prospero Suite FINARTIS
Landytech Sesame Landytech View All	Fusion Invest Finastra View All
Categories Investment Management Wealth Management	Categories Investment Management Wealth Management

Integrations Experian Connect	Integrations Experian Connect View All 1 Integration
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