Profile, a leading international financial solutions provider, announces a major upgrade to its flagship Axia solution, placing artificial intelligence and intelligent automation at the core of the wealth management experience. The latest release transforms how financial institutions and wealth managers interact with data, clients, and investment opportunities, setting new standards for efficiency, transparency, and personalisation.

The new release introduces a suite of embedded AI tools designed to elevate decision-making and client engagement:

– Next Best Action Engine – Proactively recommends investment opportunities, risk alerts, or portfolio adjustments based on client behaviour, market trends, and product offerings.
– Meeting Preparation Assistant – Automatically compiles agendas, synthesises client histories, and highlights key insights to prepare Wealth managers for more meaningful interactions.
– Text-to-Info Chat – A conversational AI that allows wealth managers to retrieve data and reports related to the portfolio, performance metrics, and compliance information instantly via natural language queries.

These tools turn Axia into a true digital co-pilot for wealth managers, reducing administrative effort, anticipating client needs, and creating space for more strategic, human-centric advisory work.

The Enhanced Client 360° module integrates these AI capabilities into a single, intuitive dashboard, delivering a holistic and predictive view of each client. Wealth managers benefit from visually rich KPIs, data aggregation from multiple sources, and contextual insights that accelerate informed decision-making.

Powered by a completely redesigned UI built on Angular 18, the new Axia release sets a new benchmark in digital wealth management. It delivers lightning-fast performance with near-instant page loads, a seamless mobile-first experience across any device for true anytime, anywhere access, and advisor-optimised workflows that transform complex financial data into clear, actionable insights—driving productivity, client engagement, and a smarter way of working.

In addition to core enhancements, Axia now introduces a range of new modules and upgrades designed to meet the demands of today’s fast-evolving investment landscape. These include Pension & Retirement Planning tools for long-term wealth preservation and intergenerational strategies, IPO Participation for streamlined access to initial offerings, private equity, and digital assets, as well as Retrocession & Fee Transparency features that enhance rebate management and ensure client-aligned fee structures. The release also delivers Performance Attribution & Risk Analytics for deeper insights into portfolio drivers and risk-adjusted returns, and IFRS Enhancements to maintain robust compliance with evolving international reporting standard requirements.

Commenting on the launch, Mr. Evangelos Angelides, Chief Executive Officer at Profile, said: “This major release of Axia is a strategic leap forward, reshaping how wealth management firms harness AI technology. It reflects our mission to deliver solutions that go beyond functionality – empowering wealth managers with intelligence, clients with transparency, and financial institutions with the agility to grow sustainably in a dynamic market.”

With this latest upgrade, Profile continues to position Axia as one of the most advanced and reliable solutions for global investment and wealth management. Recognition from leading industry analysts, combined with successful deployments in top-tier financial institutions worldwide, reinforces Profile’s standing as a trusted innovator in financial technology.