Industry Services Investment Management

Investment Management


Afxisi has rich experience in offering a variety of IT solutions as part of Investment Management and private banking services. Afxisi has worked with several buy side firms covering the spectrum of Investment Management lines of business, such as:
  • Private Wealth Management
  • Mutual Funds
  • Institutional Asset Management
  • Hedge Funds
  • Separately Managed Accounts
  • Investment Advisors
  • Trusts
  • Third-party Service Providers
Afxisi has expertise in developing, implementing, and maintaining applications that cover a wide range of business processes and functions in the Investment Management area:
  • Sales, Marketing, and Client Prospecting
  • Financial Planning
  • Investment Advisory and Research
  • Portfolio Analytics
  • Portfolio Management
  • Order Management and Trade Communications
  • Transfer Agency
  • Investment Accounting
  • Performance Measurement and Attribution
  • Risk Management
  • Compliance
  • Corporate Actions and Reconciliation
  • Special Investment Products
  • Relationship Management, Client Servicing, and Delivery
  • New Account Opening and Account Aggregation
  • Client Reporting
  • Client Billing
  • Data and Interface Management
Afxisi also has significant maintenance and development expertise in third-party products, tools, and solution sets, some of which include ERI Bancaire Olympic, Finantix OneWealth, SunGard Invest One, SunGard OmniPay, SunGard Xamin, CharlesRiver ComplianceMaster, Wystar, CheckFree TradeFlow, Eagle PACE, and DataDynamics ActiveReports.

We're here to help

Easy ways to get the answers you need

or call us at
+ 91 - 98410 - 53273
+ 91 - 452 - 452 - 2552
+ 91 - 452 - 452 - 2553