Axia Suite vs. InvestCloud Comparison


Axia Suite Profile Software	InvestCloud	+	+
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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 We're InvestCloud - California-based with a global presence, known for first-class, financial digital solutions, pre-integrated in the cloud. We create beautifully designed client experiences and intuitive operations solutions using our ever-expanding library of digital modular apps. Programs Writing Programs is our proprietary approach to building platforms, including InvestCloud itself. Clients and Third Parties can leverage PWP and/or InvestCloud APIs to build custom solutions.
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 Financial companies searching for an advanced Financial Reporting platform
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 InvestCloud Founded: 2010 United States www.investcloud.com
Alternatives SOLIAM VERMEG	Alternatives Allvue Allvue Systems
BlazePortfolio	Nucoro
M2Advisor M2Wealth	ReportWa Hexaview
eXeer pointgroup	eXeer pointgroup
Assetmax Fimax AMS View All	Fusion Invest Finastra View All
Categories Investment Management Wealth Management	Categories Financial Reporting Wealth Management

Integrations Coherent	Integrations Coherent View All 1 Integration
Claim Axia Suite and update features and information Claim Axia Suite and update features and information	Claim InvestCloud and update features and information Claim InvestCloud and update features and information