Visit the information page for each version of 1-Stop to read more.
1-Stop Investment Management Software
1-Stop is the one-stop solution for investment account management
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
Select one of the links at left to visit a detailed product page for more information.
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.
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.
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 indistry-standard ESG files to automate account management.