How can I access institutional-quality investment services and leverage massive-scale data?
Axiom — Providing Advanced Analytical Power of Addepar
Axiom includes access to Addepar, the first integrated investment management platform
for Investment Advisors. We can easily handle all your assets, connecting your financial
goals and objectives with real-world actionable insights.
With Addepar's capability and analytics built-in, you receive powerful analytics, data
aggregation, scalability, customization, and personalized reporting not available in other
investment management platforms. And with a cost-effective fee structure and no annual
platform fee, Axiom reduces your administrative burden and makes more time to build
new accounts and nurture existing client relationships.
No matter how big or small your query, the size or complexity of your portfolio, Axiom
delivers answers on demand. You can run comprehensive performance and risk metrics
on your portfolio with ease, including support for target allocation management,
extensive benchmark analysis, even custom and blended options.
Data Aggregation & Reconciliation
Our easy-to-use application aggregates all of your financial information in one place
including non-equity assets such as works of art, jewelry, and real estate. We build direct,
automated feeds to custodians, fund administrators and proprietary data warehouses to
allow for seamless data management throughout the application. And we track the most
granular transaction details across any asset class, in any currency, across even the most
complex of ownership structures.
Our simple-to-use, elegant reporting solutions enable you to personalize and address
your clients' unique needs and create dynamic reports in real time. You have the ability to
create custom ad hoc content or branded templates formatted to your specifications, as
well as the ability to generate batch reports or mass produce custom content.
Learn more about the capabilities of Addepar on their website www.addepar.com
Streamline reporting and analytics across accounts
Axiom | Integrated Advisor Solutions
9055 East Mineral Circle, Centennial, CO 80112