Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Axisoft stands out as a premier financial technology service provider with locations in Hong Kong, Singapore, Shanghai, Zhuhai, and Shenzhen. Since our establishment in 1998, we have been instrumental in assisting leading private banks worldwide in enhancing their profitability by implementing our solutions across various nations. Our distinctiveness lies in our extensive expertise in both finance and technology, along with our ability to deliver top-tier industry solutions, execute high-quality applications, and offer the best local support possible. Every member of the Axisoft team is well-versed in both financial and technological domains, allowing us to effectively comprehend and address financial challenges and needs. This cross-disciplinary knowledge empowers us to leverage the most suitable technologies to help financial institutions meet their business goals. Furthermore, our offerings have consistently garnered praise within the technology community for their innovation and effectiveness. Our commitment to excellence ensures that we remain at the forefront of the financial technology landscape.

Description

Enhanced reporting, invoicing, trading, rebalancing, client interaction, business intelligence, and financial data management tailored for wealth managers. Blueleaf integrates reporting, communication, and automation solutions to construct a system that stands out for its power and ease of use in the marketplace. Obtain straightforward, customizable insights that captivate, focusing on both the assets under your management and the operational aspects of your business. Strengthen connections with clients and potential clients while conveying essential information in an easily digestible manner. Save valuable time and improve efficiency through automated processes for delivery, billing, and account upkeep, allowing you to regain control over your workflow. Additionally, the platform's user-friendly interface ensures that managing complex financial data becomes less daunting and more intuitive.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Everysk No 
MoneyGuide No 
Nitrogen No 
RightCapital No 
Riskalyze No 
Square POS Yes 

Integrations

Everysk Yes 
MoneyGuide Yes 
Nitrogen Yes 
RightCapital Yes 
Riskalyze Yes 
Square POS No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$195.00/month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Axisoft

Founded

1998

Country

China

Website

www.axisoft.com

Vendor Details

Company Name

Blueleaf

Website

www.blueleaf.com

Product Features

Product Features

Investment Management

Accounting Management Yes 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management No 

Alternatives

Alternatives

Surecomp RIVO Reviews

Surecomp RIVO

Surecomp
Agilis Investment Management Reviews

Agilis Investment Management

Agile Financial Technologies