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Key Features

  • Diverse security coverage
  • Supports the CFA Institute’s AIMR-compliant presentation of performance measurement and reporting
  • Tax-sensitive investment management tools
  • Integration with more than 400 data providers, trust accounting, general ledger, and other third-party portfolio analytic tools
  • Customizable reporting and graphics for management reporting, decision support and client presentation
  • Investment Tracking and Reporting

Next Steps

Axys datasheet
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Axys
The Most Reliable Portfolio Management, Reporting and Accounting System

Axys® portfolio management solution brings your firm the benefits of automation in an easy-to-use, turnkey solution requiring minimal IT support. Increase productivity, improve accuracy and get a clear picture of your portfolios and their performance. With an extensive library of pre-defined reports plus easy report customization, Axys helps thousands of investment firms do more in less time. It’s the most widely used portfolio management solution in the industry.

BUSINESS NEEDS ADDRESSED

  • Portfolio management
  • Reconciliation
  • Reporting
  • Performance measurement
  • Portfolio accounting

Click here for more information, documentation and pre-recorded demo of Axys.

Advent and Axys are registered trademarks of Advent Software, Inc. 

FEATURES YOU'LL NEED

  • GIPS-compliant performance measurement
  • Automated reconciliation of trade information, settlement data, transactions and positions
  • Flexibility in tax treatment
  • Technology partner network to extend capabilities
  • Customizable reporting and graphics
  • Multicurrency accounting and reporting
  • Support for a wide range of securities – cash, equities and fixed income

MORE FEATURES

  • Be better prepared for an examination or regulatory request
  • Increase productivity and reduce operating risks through automation
  • Make better informed decisions based on reliable data
  • Communicate more effectively to clients with professional reporting
  • Streamline processes via built-in integration with Advent Direct Data Services
 
 
 
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