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Profile Software has announced the introduction of its Axia Robo Advisor solution, which automates all investment management operations targeted to wealth management firms and banks that want to address a wider market of investors.

Axia, the omni-channel investment management platform, delivers modern and workflow-based functionality to perform online, all needed wealth management operations. Its design allows for complete automation in client onboarding, compliance, risk monitoring, portfolio selection and rebalancing, supporting a fully self-service or hybrid advisory service model offering, depending on the firm’s requirements.

Profile’s Axia Robo Advisor supports predefined and easily customisable processes for clients’ onboarding that cover self-registration, verification and profiling. Based on the client’s profile an asset allocation model is selected and assigned, allowing simulations and auto-rebalancing, while regular reporting and alerts are available for frequent in-depth portfolio review.

Other competitive features of the platform include the advanced document management capabilities, adaptability to different strategies via multi-asset class models or ETFs/Mutual Funds, extensive CRM functionality for hybrid advisory models with powerful automated reporting and client communication tools, including online chatting, secure messaging, e-mails etc. The ready-to-use integration with numerous custodians, funds and market data providers streamlines operations and offers complete end-to-end automation. In the platform’s roadmap a set of new functions will be added including chatbots, automatic portfolio allocation using AI.

 

by Bill Boyle
IBS Intelligence Senior Editor
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