Axia Suite

Axia Suite

Profile Software
GREG

GREG

Green Leaf
+
+

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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

Efficiency is a key factor to success in a competitive market. Green Leaf provides a comprehensive, powerful and integrated Analytical Platform, a proven solution that can be working within a few weeks. Our solution seamlessly integrates and reconciles data from different sources to bring accurate predefined or custom-made management reports which are accessible in real-time. Automated processes that streamline complex reporting manual preparation jobs, putting you in control of your management reports. The solution is fully auditable, including four eyes principles, multi-role, and a web-based calculation and reporting process. We are a group of professionals who love and live by data. We provide consultancy and solutions in areas of digital transformation, IT consulting, project management, and big data. Our focus is on helping our customers unleash the power of their most valuable assets, data, and people.

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

Companies in need of a tool to manage their IT consulting, project management, and big data 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

Screenshots and 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

Green Leaf
Albania
www.greenleaf-bsc.com/#whatWeDoDiv

Alternatives

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M2Advisor

M2Advisor

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tramada

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eXeer

eXeer

pointgroup
PMPeople

PMPeople

PMPEOPLE

Categories

Categories

Business Intelligence Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Integrations

No info available.

Integrations

No info available.
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