Family Offices

Axle’s key benefits for family offices (FO) include :

  • Dynamic valuation and consolidation of all bankable and non-bankable assets on a single platform
  • Insight into the value and risk drivers of total wealth as well as the interdependencies between them
  • Asset allocation and portfolio construction in line with desired investment approach
  • Customized investment and risk management processes

Typical
implementation

Wealth Managers

Axle’s key benefits for Wealth Managers (WM) include :

  • Complete client lifecycle management on one platform
  • 360° client view through advanced CRM
  • Automation of on-boarding and compliance processes that allows focus on core functions
  • Access to new IP that adds value and expands offering
  • Customizable research, analytics and reporting that enables client sophistication

Typical
implementation

Asset Managers

Axle’s key benefits for Asset Managers (AM) include :

  • Seamless management of all workflows
  • Compliance with all regulatory requirements
  • Superior grip on risk adjusted performance
  • Enhanced market intelligence and idea generation capabilities
  • Structured client communication