Fintech firm Profile Software has introduced its Axia Robo Adviser solution, which automates all investment management operations targeted to wealth management firms and banks that want to address a wider market of investors.
Axia Robo Adviser 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 features of the platform include the advanced document management capabilities, adaptability to different strategies via multi-asset class models or ETFs/mutual funds, CRM functionality for hybrid advisory models with automated reporting and client communication tools, including online chatting, secure messaging and e-mail.
Axia allows for automation in client onboarding, compliance, risk monitoring, portfolio selection and rebalancing, supporting a self-service or hybrid advisory service model offering, depending on the firm’s requirements, the firm says.