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Arrow Capital selects Axia for its wealth management operations

Profile Software announced today that Arrow Capital, an investment firm with operations in the UAE and Mauritius, has selected Axia to comprehensively accommodate its full wealth management requirements, through the platform’s advanced omnichannel functionality and reporting.

Founded in 2016 by experienced private bankers, Arrow Capital is an investment advisory company licensed by the Financial Services Commission (Mauritius) and has a commercial office in Dubai heading the marketing and client acquisition operations. The core of their business is the provision of discretionary and non-discretionary investment management services. Arrow Capital focuses on a niche market of very high net worth individuals (USD 30 million to USD 100 million) and ultra-high net worth individuals (USD 100 million to USD 1 billion).

The firm was looking for a future-proof investment management platform that would support automation of their processes and scalability of services as a result of future business growth while offering a unique user and client experience.

Following an international vendor assessment, Arrow Capital selected Axia to manage its discretionary, non-discretionary and proprietary investment management services under a single, web-based platform, taking advantage of its modern design, omnichannel capabilities, and numerous widgets available on the dashboard. Axia will enable them to access their investments at any time, manage consolidation, valuation, portfolio and performance analysis, charges management and connection to market data and custodians. In addition, the system will ensure compliance with international standards and provide complete portfolio management services with advanced reporting.

Axia is an advanced web-based investment management platform that is continuously being enriched with new and innovative tools, offering a competitive user experience across functions, creating added value to the Firm’s internal operations, client-facing services and compliance.

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