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INVESTMENT ADVISORY

Providing advisory services on digital platforms is an irreversible trend in the evolution of the digital era. Axisoft Wealth Management Platform - COMPASS helps financial institutions ride on a wave of more interactive and intelligent digital advisory services.

COMPASS gives astute advice on investment strategy, portfolio setup and rebalancing decisions based on various models, algorithms and information.

The ever changing investment climate drives the demand of on-going enhancement of the advisory mechanism, which is completely fulfilled by the state-of-the-art architecture of the advisory engine that enables new investment models and algorithms, such as machine learning, to be aggregated structurally and systematically.