Welcome to AXS!

We enable you to scale up your business. Let us run your administrative and back office services whilst you focus on the strategic vision of your business.

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About the AXS Group

The AXS Group is a specialist fintech and administration group.

We offer an integrated cloud-based platform solution to transform the way businesses manage and communicate.

We do this by simplifying processes through technology and reducing workflow, time and cost and making information or data on any asset or asset transaction readily accessible to our clients from a smartphone, tablet and laptop in real time, any-time and anywhere.

The road between financial services and technology will only get closer through us.

So your engagement with your client becomes ever more personal to you from us.

Vision

We simplify our clients’ processes through technology and the skills of our people so you can access your information anytime and anywhere. We want everyone to have one touch point for administration of their assets. No matter what asset it is we deliver information in reporting, presentations and analytical data for you. To do this we workflow your needs given everyone wants to have real time access to their information whether it is via any device such as your tablet, smartphone, computer server or laptop. Our cloud based technology platform automates front end to back end processes to cut time, cost and offer greater efficiency.

Target Market

AXS targets the Australian funds management sector in its specific segments, given the superannuation and the funds market is one of the largest in the world by legislated growth. We can provide solutions for trustees, asset managers, investment managers, family offices, private investor groups, public offer funds, charitable trusts, SMSFs to name but a few.

Outsourcing Specialist

Our team consists of experienced finance, legal and technology professionals who can bridge the gap between financial services and technology. We make complicated financial services administration activities more readily available. We hold a financial services licence within the AXS Group and have an understanding of a party’s needs in this market.

Our Services

CRM Tool

WITH INCREASED COMMUNICATION COMES BUSINESS EFFICIENCY

Notification Tool Client/Investor

Increase Member Engagement Through
Intelligent Push Notifications And Messaging

You Can Increase Client Engagement Through Automated Messaging And Notifications

Communicate through our platform to clients or advisers via a smart mobile phone, desktop or by tablet via email, when it important, or you just want to schedule a message.  We make the communication process seamless and accessible.

Let our platform assist with:

  • mapping and recording relationships, analytics and data.
  • offering an automated lead referral tool.
  • a single work flow management tool; and
  • have a single online portal to manage tasks,

when you, your adviser or client needs this.

Admin Reporting Service

ONE SYSTEM TO REPORT ON DIFFERENT ASSET TYPES GIVES A LOT OF BUSINESS EFFICIENCY

REPORT ON ANY ASSET

One single central solution for your assets

Communicate through our platform to clients or advisers or others via a smart mobile phone or by email anytime and in real time when it important, or you just want to. We have a platform process engine that automates, generates and reports on a lot of asset types, such as:

  • deposit products
  • listed investments
  • managed funds
  • derivatives
  • loans
  • real property
  • insurance
  • specialist assets

so you can see your assets under one portal point and can find them when you, your adviser or your product provider needs this. You can set up, manage and report on any of your investments or loans from various structures, including IDPS and Wrap Services, Self-Managed Super Funds (SMSFs’) debt structures and charitable trusts or any other private trust structure you want to set up. We can set level controls, segregate assets and classes of assets, generate exception reports and have customized analytics designed for to you and your client. We assist clients to identify the most efficient way to increase their processing and reporting needs.

Managed Funds

WITH A CENTRALISED SERVICE COMES EFFICIENCY AND READY ACCESS

REPORT ON MANAGED FUNDS

Increase Member Engagement Through Service Offering

WE CATER FOR ALL LISTED AND UNLISTED MANAGED FUNDS INCLUDING THROUGH WRAP SERVICES, SUPER PRODUCTS AND OTHERS

We can set up, manage and report on a client’s listed and unlisted managed funds from any structure for various parties such as your Master Trust and Wrap Service Provider, Super Fund, Self-Managed Super Fund (SMSF), charitable trust or any other party.  We assist with the set-up processing of these structures onto the platform and automate functions where possible to reduce human error and customize reporting and visual controls. Your reporting can segregate classes of managed funds, generate exception reports and have customized analytics designed for you and your client.

Let our platform offer:

  • interface with any data supply; and
  • auto populated document, research feeds and create supporting documentation; and
  • provide linked document vault for storage and management;
  • set control levels for access and use, with

a single online portal for you, your adviser or client when it is needed.

Listed Assets

WITH A CENTRALISED PROCESS AND DATA YOU GAIN IMMEDIATE ACCESS AND WASTE NO TIME

REPORT ON LISTED ASSETS

Increase Member Engagement Through
Intelligent Push Notifications And Messaging

WE CATER FOR ALL LISTED INVESTMENTS IN MANAGED INVESTMENT SCHEMES, MASTER TRUST AND WRAP SERVICES, IMA, SUPER PRODUCTS AND OTHER TRUSTS

We can set up, manage and report on a client’s listed assets from any structure for various parties such as your Master Trust and Wrap Service Provider, Super Fund, Self-Managed Super Fund (SMSF), charitable trust or any other party. We assist with the set-up processing of these structures onto the platform and automate functions where possible to reduce human error and customize reporting and visual controls. Your reporting can segregate classes of listed investments, generate exception reports and have customized analytics designed for you and your client.

You can report trades and provide instructions for clients to brokers through our platform for clients via a smart mobile phone, tablet or by email, when you need to trade.  We want your client engagement process to be seamless and accessible. Let our platform offer:

  • auto populated document and create supporting documentation; and
  • match trade information and interface to provide linked document vault for storage and management;
  • set control levels for access and use, with a single online portal for you, your adviser or client when it is needed.

Un-Listed Assets

WITH A CENTRALISED PROCESS AND DATA YOU GAIN IMMEDIATE ACCESS AND WASTE NO TIME

REPORT ON UN-LISTED INVESTMENTS

Increase Member Engagement Through One Central Service Offering

EVERY ASSET CAN BE FOUND IN ONE CENTRAL PLACE AND ACCESSED FROM ANYWHERE

You can open an account on the platform with clients able to place unlisted or more commonly known as called private assets such as loans, unlisted securities, or real property onto the system and report on them, when it important, or you just want to schedule a message.  We make the client engagement process seamless and accessible. We assist with the set-up processing of these structures onto the platform and automate functions where possible to reduce human error and customize reporting and visual controls. Each portfolio of assets is unique and acquire, you hold and divest an asset.

Let our platform offer:

  • auto populated document data feeds;
  • have workflow history and update valuations;
  • centralize your assets and documentation; and
  • link documents to vault for storage and management;
  • set control levels for access and use, with
  • a single online portal for you, your adviser or client when it is needed

Document Vault

WITH A CENTRALISED RECORDS AND DATA YOU GAIN IMMEDIATE ACCESS AND WASTE NO TIME

MANAGEMENT TOOL

Increase Member Engagement Through
Intelligent Push Notifications And Messaging

EVERYTHING ASSET BE FOUND IN ONE CENTRAL PLACE AND ACCESSED FROM ANYWHERE

You can communicate through our platform to clients on a smart mobile phone or by email or tablet, when it important, or you just want to schedule a message.  We make the client engagement process seamless and accessible.

Let our platform offer:

  • auto populated document and create supporting documentation; and
  • provide linked document vault for storage and management;
  • set control levels for access and use, with
  • a single online portal for you, your adviser or client when it is needed.

Branding Offering

FLEXIBLE PRODUCT OFFERING, BRANDING AND WHITELABELLING TO ADD VALUE

CUSTOMISE OR OPTIMISE YOUR PRODUCT OFFER

Increase Member Engagement Through An Efficient Service

YOU CAN SET UP A DIFFERENT SERVICE OFFERING, AND PRESENTATION TO OFFER COMPLETE CUSTOMISATION

You can open, customize, optimize your product design to offer and report on any category of assets to make the investor engagement process seamless and accessible. You can white label your product we administer so your brand is identified.

Let our platform assist to:

  • set up your desired offering with your branding;
  • use a design process to customize you communications and reporting;
  • link documents to vault for storage and management;
  • set control levels for access and use, through

a single online portal for you, your adviser or client when it is needed.

Flexible System

THE SYSYEM OFFERS FLEXIBILTY FOR ALL OLD AND NEW PRODUCTS

THE SYSTEM HAS INTEGRITY CONTROLS AND A FLEXIBLE SET UP

Increase Member Security and Integrity With A Secure System

The system has been developed with robust security and back up features. You can open and administer more than one product with different product rules for flexibility including legacy products. We assist with the system set- up, work flow and documentation. The hard part is the input and time taken but once done it gets way easier with us.

Let our platform assist to:

  • set up your desired offering with your branding
  • combine this to customize you communications and reporting
  • link to any cash deposit product for centralized reporting
  • cater for differing investment tax treatments from information supplied for set up.
  • offer integrity back end system codes and workflow engines for high level security controls and ongoing back up
  • ability to meet specific trustees standards for selection and outsourcing use and
  • set control levels of access and use, through a single online portal for you, your adviser or client when it is needed.

Available On…

Our Values

Our people, processes and technology help our clients get the most out of their business.

We are guided by our core values – to be diligent, perceptive, collaborative and remain transparent in our dealings as a company and a Group.

Dilligence

We must always be working hard to maintain trust and pursue the best possible outcomes for our clients.

Perceptive

We must think ahead to identify any issues before they arise, and anticipate our clients’ needs.

Collaborative

We must listen, and bring ideas and solutions to the table to create a two-way relationship and constantly strive to build strong relationships with our clients, stakeholders and industry participants to build a solid track record for success.

Transparent

We explain what we can do and when we can do it and be clear on how we can help.

Our Mission

By understanding the challenges facing participants in financial markets, and the global markets we all are part of, plus the increased regulatory, reporting and client demands, we innovate by developing new services to help our clients succeed.

We understand that markets and services operate in an increasingly connected, complex and regulated environment. Technology brings us even closer through disruptive changes that are happening both locally and globally. New regulatory requirements keep developing while companies work to reduce capital and transactional costs. This gives rise to outsourcing needs.

That’s why we have remained focused on our corporate vision of leading process change through financial technology.

But we can’t do this without innovation and our people and trusted advisers and partners.

To be a trusted provider, AXS Group must:

  • Invest in people that develop the next generation of technologies and services for ease of use and flexibility, that reduces costs and improve productivity.
  • Present client solutions from their perspective that meet both local and global specifications.
  • Grow a team of highly skilled and dedicated people that foster a strong culture to succeed both domestically and globally.
  • Be a leader in the markets we operate to be an innovative partner.

No matter your business vision we want to help you make it a reality. Learn more about us by just looking over our website and check for any updates.

OUR PEOPLE

Nick Brookes

Nick Brookes

Non-Executive Chairman


Over 30 years’ management and deal administration, technology and trusteeship experience.

David Grey

David Grey

Group Managing Director
and Founder

Over 28 years' management, administration and legal experience.

Alan Beasley

Alan Beasley

Non-Executive Director


Over 30 years’ investment and investment banking and technology experience.

Brendan Dickson

Brendan Dickson

OneSource Financial Services
Executive Director
(related company)

Over 22 years’ trading, advisory and administrative experience in financial markets.

  • Sometimes people don’t like change or the way others bring about change until they have no choice but to embrace change.

    David Grey

Innovation in the Midst of Disruptive Technology

by KPMG

Innovation in the Midst of Disruptive Technology

Read Report

FinTech and the evolving landscape: landing points for the industry

by Accenture

FinTech and the evolving landscape: landing points for the industry

Read Report

Innovation in the Midst of Disruptive Technology

by PWC

Blurred lines: How FinTech is shaping Financial Services - March 2016

Read Report

Get In Touch With Us

Through our unique delivery model, we are able to structure our services to suit your business. Please contact us via the form below for a consultation.

1300 990 081

11/52 Phillip Street, SYDNEY NSW 2000

info@axsgroup.com.au

Subscribe for AXS News And Updates

Security And Tax

  • You can open, customize, optimize your product design to offer and report on any category of assets to make the investor engagement process seamless and accessible. You can white label your product we administer so your brand is identified.

    Let our platform assist to:

    • set up your desired offering with your branding;
    • use a design process to customize you communications and reporting;
    • link documents to vault for storage and management;
    • set control levels for access and use, through

    a single online portal for you, your adviser or client when it is needed.

    • Document Vault

  • You can communicate through our platform to clients on a smart mobile phone or by email, when it important, or you just want to schedule a message.  We make the client engagement process seamless and accessible.

    Let our platform offer:

    • auto populated document and create supporting documentation; and
    • provide linked document vault for storage and management;
    • set control levels for access and use, with
    • a single online portal for you, your adviser or client when it is needed.

    • Private Assets

  • You can open an account on the platform with clients able to place loans, collectibles, real property, reward programs, smart mobile phone or by email, when it important, or you just want to schedule a message.  We make the client engagement process seamless and accessible.

    Let our platform offer:

    • auto populated document data feeds;
    • have workflow history and update valuations;
    • centralize your assets and documentation; and
    • link documents to vault for storage and management;
    • set control levels for access and use, with
    • a single online portal for you, your adviser or client when it is needed.

    • Listed Assets

  • You can report trades and provide instructions for clients to brokers through our platform for clients via a smart mobile phone or by email, when you need to trade.  We make the client engagement process seamless and accessible.

    Let our platform offer:

    • auto populated document and create supporting documentation; and
    • match trade information and interface to provide linked document vault for storage and management;
    • set control levels for access and use, with
    • a single online portal for you, your adviser or client when it is needed.

    • Managed Funds

  • You can set up, manage and report on any of your investments or loans in listed and unlisted managed funds, ETFs, closed end trusts, debt structures and charitable trusts or any other private trust structure.  You can view all types of these funds. We assist with the processing of these structures and automate functions where possible to reduce human error and customize reporting and visual controls.

    Let our platform offer:

    ·         interface with any data supply; and

    ·         auto populated document, research feeds and create supporting documentation; and

    ·          provide linked document vault for storage and management;

    ·         set control levels for access and use, with

    a single online portal for you, your adviser or client when it is needed.

    • Administration Reporting Service

  • Communicate through our platform to clients or advisers via a smart mobile phone or by email anytime and in real time when it important, or you just want to.  We have a process engine that automates, generates and reports on a lot, so let our platform assist with:

    • listed investments or managed funds
    • assets in closed end trusts, private or charitable trusts
    • derivatives, options or loans
    • real property or insurance
    • personal assets (paintings, rare coins etc),

    so you can see your assets under one portal point and can find them when you, your adviser your trustee needs to. We can badge our administration service for you and we can use a menu of investment you choose for your clients.  We can set level controls, generate exception reports and provide customized analytics to you and your client.

    • CRM Tool

  • Communicate through our platform to clients or advisers via a smart mobile phone or by email, when it important, or you just want to schedule a message.  We make the communication process seamless and accessible.

    Let our platform assist with:

    • mapping and recording relationships, analytics and data.
    • offering an automated lead referral tool.
    • a single work flow management tool; and
    • have a single online portal to manage tasks, when you, your adviser or client needs this.