Technology Solutions
One fully integrated and seamless solution. All the tools you will need to collaborate with your team and your external stakeholders
01.
Administration Solutions
ADAX can undertake the back and middle office functions required for your Fund’s operation and administration on your behalf.
02.
Reporting
Data-driven insights are just a click away, giving you the power to make informed, real-time decisions that accelerate your business growth.
03.
Expand with ADAX
A FINANCIAL SERVICES PLATFORM LIKE NO OTHER
End-to-End Platform
ADAX’s end-to-end platform eliminates the need for multiple inefficient and costly technology solutions by replacing them all with one interconnected platform.
Our Process
Digitise Your Business With the Best Technology
01
Identify
We work with your teams to identify the systems, processes and modules you need to digitize your business and operations.
02
Analyse & Test
Set up a demo account and test your data in the ADAX platform to give yourself comfort that ADAX suits your requirements.
03
Go Live
With comprehensive training and customer support available your teams can Go Live within weeks of signing up.
Finance Strategy
Building Resilient Financial Strategies for the Future
0%
Skilled and Profesional Advisors
0k+
Active Users Product On Create
0+
Clients Happy in the Long Term
Our Services
Comprehensive Financial Planning and Analysis
Financial Planning
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01
Investment Advisory
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02
Tax Planning
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03
Corporate Finance
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04
Our Portfolio
Innovative Solutions for a Dynamic Market
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Consultant Survival Kit
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Ancient Financial Systems
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Finance and Fashion
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Technology Solutions
Innovative Solutions for a Dynamic Market
4.7
Client Success: Highlight how your firm helped clients
Full range of consultancy & training for data consultation strategic ways for business.
Client Stories
Achieving Financial Goals Together
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Jesonal Jelins
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Jackson Marshall
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Saara Williams
Best in Industry
Get the Best Technology at the Best Price
What’s included
CRM
100%
Pipeline Management
100%
Lending/Deal Management
100%
Investment Management
100%
Digital Investor Onboarding
100%
Funds Management
100%
Document Storage and Management
100%
Back Office
100%
Investor Portal
100%
Advisor Portal
100%
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