Profile Software has launched its enhanced Axia Suite 2.1, which delivers investment management, compliance and reporting capabilities.
Axia Suite’s features include additional user-defined, flexible and advanced limits as well as compliance rules for internal investment management and regulatory purposes. This applies to both t? pre-trade and post-trade activities.
The Axia Suite supports the operations of wealth management, asset and fund management, as well as custody services and robo-advisory on the same platform, through a single data model.
Users of the Axia Suite can group rules, set up logical formulas and check against actual or potential breaches of limits.
The platform also has reporting features with new fund fact sheet visual design capabilities that provide flexibility to report building. Once ready, a fund fact sheet can be automatically generated on regular or pre-defined time periods.
The fees management functionality has been enriched with daily accrued calculations, fees splits and rebates.
The solution also includes enhancements in the accounting module, with new reports,
market data import tools and alert types.
Axia Suite functionalities also comply with specific regulations, such as UCITS and the second Markets in Financial Instruments Directive.
Profile Software said: “Axia Suite is continuously being enhanced to proactively respond to the evolving market needs, providing a modern and fully automated system for the investment management industry of tomorrow.”
