Deliver accurate and detailed reporting to investors
Complete portfolio management for fund managers to manage investor funds, individual portfolios, distributions, track performance and communicate through detailed reporting.
AXCESS captures all manner of very granular information, automatically, with powerful yet simple to understand links and relationships between all parties across your entire business.
This comprehensive and all in one place approach means that any aspect of your business that requires formal reporting is covered.
If it’s standard rerports, or complex custom solutions you require, AXCESS has you covered.
Your workflows, your
rules, your documents
All aspects of the AXCESS system expose flexible workflows which can be configured to automatically perform any task you need with as little or as much human intervention as you require.
Self-customisable
(No developers needed)
- Send Email and SMS
- Interact with other Third Party systems
- Automatically assess loan applications.
- Escalate compliance issues to the appropriate teams.
- All customsiable within the AXCESS software itself.
- Define your own product lifecycles, escalation points, statuses, use your won document templates.
Configurable workflows & task automation
Workflows under pin every aspect of the AXCESS system and are configured with an easy to use flowchart style designer.
Configure anything to occur automatically or manually from credit checks, interaction with Origination systems, arrears management, communications, reporting and so on.
Configurable rules based engine
Configure your own assessment rules based on any funding guidelines and implement multiple rule paths for multple asset classes for multiple funders.
Trigger this assessment and process the outcomes automatically to reduce the number of touch points required to take an application through the funding process faster than ever.
Automated document creation
Generation of documentation required at any time from origination through to servicing and arrears management, discharge or foreclosure is automated and users your own configurable document templates.
Configurable workflows & task automation
Workflows under pin every aspect of the AXCESS system and are configured with an easy to use flowchart style designer.
Configure anything to occur automatically or manually from credit checks, interaction with Origination systems, arrears management, communications, reporting and so on.
Configurable workflows & task automation
Workflows under pin every aspect of the AXCESS system and are configured with an easy to use flowchart style designer.
Configure anything to occur automatically or manually from credit checks, interaction with Origination systems, arrears management, communications, reporting and so on.
Example Scenarios
Turnaround a quote back to the broker in 60 seconds
By automating the assessment process and building in rules specific to your funding guidelines, applications can be approved automatically in seconds.
Backchannel messaging to brokers can given them the anQswer they’re looking for immediately.
Rule based decision making to support the underwriting process
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Scenario 3
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Scenario 4
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Next Benefit
Protect your business
