Gain a 360-degree view of your clients. Collect and maintain all information in one place with the CRM module. Benefit from profiling tools and frameworks that enable constructive discussions with clients. Employ our managed client services to keep your clients up to date with timely communication customized to their preferences.
Data collection and maintenance
Person, family, organization profiles
Information on advisor(s)
Contact logs and notes
Documents and reports repository
Special needs, preferences, interests
KYC, Source of wealth, PEP, Blacklist checks
Targeted campaign management
Risk profile and suitability questionnaires
Onboarding questionnaires for bankable,corporate, real estate and private asset managers.
Production of marketing material including factsheets, newsletters etc.
Axle delivers all the tools to ensure compliance with regulations relevant for wealth and asset management. Customizable investment controlling tools ensure that portfolios remain within investment limits. Intuitive dashboards allow you to visualize firm-wide compliance metrics at a glance helping you navigate through an already complex but still evolving regulatory landscape and focus on your core functions.
MIFID II, FIDLEG
UCITS, AIFMD, EMIR
Risk profile questionnaires
Client and asset classification
Appropriateness and suitability checks
Investment policy and guidelines checks
Pre- and post-trade portfolio health checks
Internal control system (ICS) integration
Solvency capital requirement reporting
Monthly Firm Wide Risk Reporting
Axle combines various investment management functions – from bespoke portfolio monitoring and analysis, to model portfolio management, to trading and order management – into a single, secure platform. Enhance your capabilities through a synergetic platform which combines different data and analytics to answer all your questions, thus forming a basis for informed investment decisions.
Trading and Order Management
Axle delivers cutting edge tools to discover and attribute all types of risks, run a wide range of portfolio and investment risk analytics, and conduct bespoke scenario analysis and stress testing. And all of this not just on bankable assets, but on ‘total wealth’ incorporating non-bankable assets and liabilities as well.
Risk discovery and attribution of all bankable and non-bankable risks
Portfolio and investment analytics
Stress-testing features incorporating
Historical and forward-looking scenarios
Axle delivers ideas and tools that help you recognize opportunities and risks sooner and make proactive investment decisions. Use Axle’s capabilities to consolidate research and ideas, and shape your house views. Translate views into tangible portfolios using the asset allocation and portfolio optimization suite. Leverage a dedicated team to support idea generation and develop tailor-made strategies.
Asset allocation and portfolio optimization suite
Strategy backtesting suite
Investor risk-return calibration
Macro, thematic and asset class Research
Industry and single stock research
Factor research for non-bankable assets
Strategic and tactical asset allocation
Asset-liability modeling and analysis
Currency overlay optimization
Strategy backtesting and development
Peer group analysis
Investment selection support
Model portfolio construction
Preparation of investment proposals
Research consolidation for investment committees
Investment process implementation and automation
Illiquid asset valuation and risk modeling forms the cornerstone of Axle’s ‘total wealth’ promise. By combining traditional approaches with sophisticated multi-factor models, Axle enables you to quantify value and risk drivers and dynamically assess their impact on your clients’ corporate, real estate and private assets.
Model library and proxy benchmarks for
Multiple valuation models
Value and risk driver identification based on in-house factor library and inputs from stakeholders and experts
Dynamic valuation of all non-bankable assets
Point estimate and valuation range for each non-bankable asset on a monthly basis
Monthly valuation of family office portfolios
Quarterly valuation of private equity portfolios in line with IPEV (International Private Equity and Venture Capital Guidelines)
Axle enables you to consolidate all bankable and non-bankable assets onto a single platform on a dynamic basis. Ex-post performance and risk intelligence delivered via customized reporting helps uncover the interdependencies among bankable, corporate, real estate and private assets. An ex-ante view of the overall risk profile allows you to have constructive discussions with clients on future positioning.
Comprehensive Total Wealth Coverage
Flexible Investment Controlling
Custodian interface management support, error handling and rectification
New interface development as per requirements
Manual consolidation of non-electronic custodian feeds
End to end consolidation and reconciliation for each custodian and asset manager including fees and expenses
A dedicated team of analysts becomes a virtual extension of your in-house team and handles all your back/mid-office work - allowing you to focus on core areas. Axle lets you monitor data quality and ensures that all your transactions are captured, reconciled and booked daily. The key elements of this outsourcing solution include portfolio monitoring support, post trade support and portfolio maintenance.
Portfolio Monitoring Support
Post-trade analytics and support