Axis/1-Stop

Axis 1-Stop is a comprehensive investment management software system known for its extensive set of features, reliability and low-cost. 1-Stop is the latest version of the popular Axis system with a 20-year history in Canada’s financial service industry.

1-Stop combines “front-office” functions for marketing and client management with the “back-office” functions of accounting, statements, transaction processing and commissions. It is the only system you will need to manage your business.

• Client relationship management CRM
• New business development & marketing
• Investment account management & reporting
• Life/Disability/Group insurance account management & reporting
• Automated transaction processing
• Commission accounting
• Management reporting

1-Stop is available in 3 versions

Select one of the links at left to visit a detailed product page for more information.

Axis – Administrator

Designed for mutual/segregated fund dealers, limited market dealers, investment counsel/advisory firms and portfolio managers. This system incorporates both front-office marketing and client management tools with back-office account management, transaction processing and commission accounting. Integrated with FundSERV for order placement and ESG standards compliant, this system can be used to manage your entire business.

Axis – Agency

Designed for insurance agencies selling investment products, investment company branch offices, financial advisory services and deposit brokers. This version includes both front-office marketing and client management tools with back-office processes for importing and reconciliing account and transaction data and commission accounting.

Axis – Advisor

Designed for individual financial planners, investment advisors and insurance agents. It is your complete “office-in-a-box” offering you control of your book of business. This version includes numerous marketing and client management tools as well as the ability to import industry-standard ESG files to automate account management.