Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

Discover structured investment options, annuities, and targeted return ETF solutions, all accompanied by a range of analytical tools to help advisors concentrate on their clients' needs. Our diverse multimedia educational materials, which include short-form videos and PDFs, are designed for sharing essential product insights with clients at crucial moments. Offering a thorough education on various asset classes, from fundamental concepts to specific product details, ensures engaging and accessible learning for advisors with any level of experience. With tailored compliance tracking and supervisory instruments, advisors can navigate self-paced certification processes while enabling home offices to maintain real-time oversight. By automating and integrating processes, we provide seamless access to products and educational resources for wealth management firms and financial professionals. Streamlining education alongside operational and compliance supervision, while ensuring direct connectivity to a centralized product repository, fosters greater efficiencies in service delivery. Ultimately, this comprehensive approach empowers advisors to enhance client relationships and drive better financial outcomes.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Regal No 
Square POS Yes 

Integrations

Regal Yes 
Square POS No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

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

SIMON Markets

Founded

2018

Country

United States

Website

www.simon.io/solutions/

Product Features

Product Features

Investment Management

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

Alternatives

Alternatives

PriceMetrix Reviews

PriceMetrix

McKinsey & Company
MoneyGuide Reviews

MoneyGuide

Envestnet
Surecomp RIVO Reviews

Surecomp RIVO

Surecomp
AdvisorStream Reviews

AdvisorStream

Broadridge Financial Solutions