Axys

United States HQFounded 1983

Deployment

Web-based

Best for

SmallMediumLarge

Overview

About Axys

Axys automate portfolio reporting and accounting with a turnkey solution that requires minimal IT support. Industry standard portfolio management and reporting. Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions. Wealth management is a relationship-based business — and there’s simply no substitute for time spent with clients. With an extensive library of pre-defined reports plus easy report customization, SS&C Advent’s Axys® automates portfolio reporting and accounting to help firms get more done in less time.

At a glance

Software information

Industries served, licensing and the support Axys provides.

Industries

  • Investment-management

Licensing

  • Open Source
  • Quote Based

Support

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
  • Case Studies
  • Whitepapers
Languages (1)
English
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Capabilities

Axys features

The full feature set, grouped by module.

Investment Management Software

  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting

Stock Portfolio Management Software

  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management

Hedge Fund Software

  • Investor Accounting
  • Investor Reporting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management

Plans

Axys pricing

Free Version
No
Payment Frequency
Quote Based
Preferred Currency
USD ($)

Media

Screenshots & video

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