For wealth managers
Axevil Pro is the same infrastructure seen from the adviser’s side: one interface for every client mandate, with the paperwork generated per client.
Articles
How Axevil Pro works. One interface for every client mandate: deal flow with memos, client onboarding and accreditation, per-client allocations and reporting. How to onboard a client in Axevil Pro. Invite, identity check, accreditation, then an allocation in the client’s own name — what the adviser does and what only the client can do. How to share deal materials with a client. Deal memo, valuation history and SPV documents in a form you can send a client — and the one rule about where they must not go.
Common questions
What does it take to bring clients onto the platform?
A demo, a partner agreement, and accreditation of each client in the app. Applications from licensed advisers, wealth managers, private banks and family offices are reviewed individually. Start at how Axevil Pro works.
Does my client see their own positions?
Yes — the client sees their positions, valuations and documents in the app, and you see the same data across every mandate you run. How to onboard a client covers who signs what.