Our Investment Management Software is Ideal for investors, portfolio management firms, wealth advisers, financial advisers, hedge funds, brokers, investment managers, and private equity firms and etc…

AXCESS™ provides comprehensive investment/deposit management functionality. Our Investment Management Software manages your investors from initial deposit through to redemption, rollover or transfer to cash management accounts managed within the AXCESS™ system.

All client information is captured within the Client Relationship Module and then linked to an investment account. Information is entered on a “once only” basis and used through out the system.

Investment Management Software

Workflow (Status)

Map all of the steps an investment passes through when it is managed within your business e.g. active, early redemption, matured (non-active) etc. Create these steps yourself using your own terminology. You can report at any time on investments that are in a particular status or those that have been in a particular status during a specified date period.

Use the properties of the “status” to implement your business rules and policies and trigger document production, creation of a task etc

Product

As with loans, create your own products as required. All of the generic rules for each product are part of a “product’s” properties. When creating a new investment account the user must choose a product from the list of those available. Once chosen the product populates the entire associated deposit/investment screens with default information. If the user has the appropriate authority these “defaults” can be overridden at a deposit/investment account level to tailor a particular investment.

Use of the product defaults cuts down on user error and prevents unauthorised use of inappropriate conditions.