Axioma Wealth Management Tools
Scalable, personalized portfolio construction, transition and risk management for wealth:
From tax loss harvesting SMAs to Unified Managed Accounts, your needs as portfolio managers, CIOs and risk managers are many. With Axioma portfolio construction and risk management solutions, wealth managers – including RIAs, asset managers, private banks, TAMPs and robo-advisers – can incorporate best practices and scale efficient tax optimization, direct indexing and transition management services.
Tax optimization at scale
Achieve cost-effective growth while maximizing quality of client solutions relative to human capital
Manage taxable SMAs, UMAs and model portfolios
Risk models built specifically for wealth and Fund of Funds
Efficient legacy portfolio transitions
Efficient legacy portfolio transitions
A menu of model portfolios
Ensure the best ideas are captured with a minimum number of starting point building blocks
Customization
Manage portfolios to the model or benchmark, accounting for individual preferences
Use Axioma wealth manager investment solutions for:
- Tax efficient and portfolio rebalancing at scale - we do hundreds of thousands of rebalances in minutes
- Creating transition management proposals
- Creating direct indexing solutions and tax efficient SMAs
- Accommodating mass customization
- Managing and assessing risk and exposures of model portfolios
- Managing tracking error of SMAs to target model portfolios and direct indexes
- Identifying exposures and sources of risk
- An integrated view of portfolio risk and return
FEATURED WEALTH SOLUTION
With so many accounts, which to rebalance?
Take a look at the capabilities of Axioma WealthVision and the proprietary WealthLens Score rebalancing score, which uses AI and to help portfolio managers decide what portfolios to rebalance, when and why.
Learn MoreFactsheets
Tax-managed investment strategies
Tax-aware, efficient strategies tailored for a range of your wealth management clients
Direct Indexing
Tax-managed, index or model portfolio based solutions that can be automated at the security, account, or household level to meet diverse client needs
Axioma Fund Allocation Model
A multi-asset class model designed to capture fund investment risk across ETF, mutual fund and equity security portfolios
Related products
Axioma Portfolio Optimizer
Advanced portfolio construction software for research and analysis
Axioma Risk
Cloud-native, SaaS risk management solution for a single, consistent view of risk
Learn MoreAxioma Fund Allocation Models
Captures fund investment risk through exposures to a curated set of fund category risk factor returns
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