For over 20 years, Axidia has focused exclusively on developing technology infrastructure that supports the unique needs of our unique clientele.
    Global wealth reporting and portfolio management solutions
    FOR FAMILY OFFICES AND PRIVATE ASSET MANAGERS

Our services

Our services

Our services

Our system is offered as either a bespoke on-site installation or as a cloud-based turnkey solution.
Both offer unparalleled visibility into your portfolios and improved operational efficiency for your team.

Consolidated
Reporting

Flexible viewpoints into legal entities, asset classes, family units, and geographies offer immediate insight into the myriad components of complex portfolios. Our consolidated platform is capable of managing the full breadth of shifting allocations, portfolio inflows, and income forecasting. Customisable analytics offer a wealth of time and asset-based performance metrics, as well as contribution and attribution of factors ranging from asset class to forex impact.

Operational
Control
Seamless back-office integration allows immediate order generation and execution
from within the Axidia system. Automatic daily pricing updates (via Bloomberg) ensure of the moment information across accounts, while automated reconciliation and customizable alerts help to enhance operational efficiency and reduce the chance of error.

Flexible
Installation

Our cloud offering, built on the secure Microsoft Azure platform, is SOC 2 compliant* to ensure information privacy, data protection, and system integrity. On-premises solutions are flexibly designed to align with your particular security arrangements. *Certification pending

Security
We offer turnkey installation of the Axidia system through the Microsoft Azure platform, which simplifies transition and integration. For maximum flexibility and control, a bespoke onsite solution is also available. Support services for both include a dedicated relationship manager to address your individual needs and to provide personal service and attention.

Axidia solutions are tailored specifically for the family office and private asset management environment.

Our clients include:

Family offices
Private investment companies
Family and institutional trust managers
Pension administrators
Endowments
Charities

About Axidia

About

ABOUT AXIDIA

Experience

For over 20 years, Axidia has focused exclusively on designing
technology solutions for family offices and private asset managers. Our dedicated focus provides unparalleled insight into the unique
operational needs and specialised reporting requirements
of our clients.

Service

Axidia excels not only in the tools we build but in the relationships
we forge. Our longevity is grounded in highly personal service, rapid client support, and a commitment to understanding the idiosyncrasies of the family office and private asset management environments.

Innovation

New products, regulations, and strategies are a hallmark
of the financial industry, while technology continues its rapid
evolution. Axidia stays at the forefront of both with regular updates
to our suite of tools, features, and functions. Twenty years ago, we surprised clients with the ability to create beautiful graphic data
presentations; today, we offer the considerable power of our system
in a flexible smartphone app

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