Offering a unified personalized client experience regardless of the mode of interaction with Wealth Management firms. Leveraging the power of online client portals and open API integration by making use of the most innovative partnership solutions. Focusing on a digital strategy to provide an improved client experience and enhanced product offering including onboarding, digital safe solutions, risk and investment profiling, access to analytics and reporting, payment processing, and mobile banking.

In addition to Axxsys’ Wealth Management offering, our broader Investment Management practice offers our clients additional services across portfolio management, execution management, post-trade processing, IBOR, compliance, and risk and performance.