List of Axia Suite Customers
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Since 2010, our global team of researchers has been studying Axia Suite customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Axia Suite for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Axia Suite for Asset and Wealth Management include: ATON, a Russia based Banking and Financial Services organisation with 1200 employees and revenues of $100.0 million, Liberum Wealth Guernsey, a Guernsey based Banking and Financial Services organisation with 30 employees and revenues of $10.0 million, FundBank, a Cayman Islands based Banking and Financial Services organisation with 50 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Axia Suite, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Axia Suite customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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ATON | Banking and Financial Services | 1200 | $100M | Russia | Profile Software | Axia Suite | Asset and Wealth Management | 2021 | n/a |
In 2021, Moscow-headquartered ATON implemented Axia Suite as a front office and digital wealth platform to automate model portfolio construction and rebalancing. Axia Suite was deployed within ATON’s Asset and Wealth Management technology footprint to strengthen wealth management and front office capabilities across its Russian operations.
The implementation concentrated on automating model portfolio construction workflows, establishing rebalancing engines, and delivering enhanced monitoring and reporting functionality for relationship managers and portfolio managers. Configuration work emphasized portfolio analytics, client reporting templates, and front office tools to support ongoing portfolio oversight and decision workflows.
The deployment was configured to interface with ATON’s in-house systems to exchange portfolio and client data and to feed a modern client portal aimed at digitising and improving customer experience. Integration points were scoped to support end to end data flows between front office operations and internal data sources while preserving the existing operational landscape.
Governance and rollout focused on the wealth management and front office teams in Russia, aligning operational workflows for portfolio construction, rebalancing, and client reporting with the new platform. The project was intended to provide relationship and portfolio managers with consolidated monitoring and reporting tools and to deliver a contemporary client portal experience across ATON’s Russian operations.
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FundBank | Banking and Financial Services | 50 | $5M | Cayman Islands | Profile Software | Axia Suite | Asset and Wealth Management | 2023 | n/a |
In 2023, FundBank deployed Axia Suite to automate custody and portfolio management for its Cayman Islands fund banking services. FundBank implemented Axia Suite in the Asset and Wealth Management category to centralize custody/process area finance and to provide client online access for its global fund banking operations based in the Cayman Islands.
The deployment included the Axia Custody module of Axia Suite to instrument straight through processing workflows, configurable custody workflows, and portfolio accounting capabilities. Axia Custody was configured to support custody transaction processing, position and reconciliation workflows, and an omnichannel client portal for investor and client reporting.
Integrations were established with the bank's core-banking interfaces to enable integrated post-trade processing and data flows between custody and core finance systems. The project emphasized workflow configuration and governance controls for custody operations, with a focus on process orchestration to reduce operational risk, control costs and improve regulatory compliance as explicitly stated in the program objectives.
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Liberum Wealth Guernsey | Banking and Financial Services | 30 | $10M | Guernsey | Profile Software | Axia Suite | Asset and Wealth Management | 2023 | n/a |
In 2023, Liberum Wealth Guernsey implemented Axia Suite from Profile Software, deploying the Axia Custody capability to advance custody and execution operations. The Axia Suite implementation supports Asset and Wealth Management functions across Liberum Wealth Guernsey and the firm’s UK operations, concentrating on custody/process finance workflows and client servicing on a single platform.
Profile Software delivered a single-platform custody capability that centralized custody and execution processing, and the deployment emphasized enhanced flexibility, compliance and risk controls within custody operations. Functional configuration focused on custody lifecycle workflows and execution processing orchestration consistent with Asset and Wealth Management custody capabilities, aligning operational control and reconciliation practices under Axia Suite.
Profile Software reported the solution had gone live by the announcement date, and operational scope covered custody and execution operations across the Guernsey and UK footprint. Governance adjustments were applied to leverage Axia Custody controls for compliance monitoring and risk oversight, with process changes targeted at improving client servicing and operational control in the custody and process finance area.
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