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Description
Axioma CRM designed for service-oriented businesses enables you to prioritize customer needs, greatly enhancing their service experience. A robust CRM should indeed be accessible online, as modern work environments require agility and adaptability. With the rise of mobile technology, instant access to necessary information from anywhere is becoming a standard expectation. To ensure that your information remains consistent across all departments, it is crucial to integrate with other business systems. The various modules of Axioma CRM empower you to effectively manage your contact database, providing a comprehensive view on a single screen that includes real-time updates on activities, emails, exchanged documents, ongoing negotiations, and customer requests. It is also important to nurture the database through strategic initiatives aimed at fostering customer loyalty and generating new referrals. Additionally, the marketing module within Axioma CRM allows for the selection of specific target groups, facilitating the delivery of tailored communications to enhance engagement and response rates. Overall, these features work synergistically to streamline operations and boost customer satisfaction.
Description
Build your investment portfolios by leveraging the most comprehensive selection of modeling options available in the industry, which includes a complete range of risk models and market data to enhance your decision-making process. Axioma Portfolio Optimizer is designed to align seamlessly with your investment strategy, offering quick and effective solutions for complex portfolio construction and optimization challenges through adaptable objective functions and an extensive constraint library. Additionally, due to Axioma Portfolio Optimizer's open architecture, you have the ability to scale effortlessly via APIs and integrate risk models, factors, and software from Axioma or other third-party providers. Achieve your investment goals, whether your aim is to mimic an index tracker or to create a portfolio that minimizes tax liabilities. By employing this platform, you can avoid the common pitfalls of risk underestimation found in other optimization methods and utilize multiple risk models to capture various perspectives of risk accurately. Furthermore, assessing the effects of the available features allows you to measure the influence of specific constraints, ultimately leading to more informed investment decisions. This comprehensive approach ensures that your portfolio is not only optimized but also resilient in the face of market fluctuations.
API Access
Has API
API Access
Has API
Integrations
Amazon Web Services (AWS)
Oracle Cloud Infrastructure
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Axioma
Country
Italy
Website
axioma.it/
Vendor Details
Company Name
Qontigo
Country
Germany
Website
qontigo.com/products/axioma-portfolio-optimizer/
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management