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Wealth Management

Leading solutions in wealth management to take the risk out of change.

An Industry in Transformation
More demanding clients, digital transformation, regulatory changes, internationalisation and growing competition are increasing overall costs of operations and hitting profit margins. As a result of the challenges facing the industry, traditional business models are being forced to transform.

Avaloq Wealth Management Solutions
– Taking the Risk out of Change


Avaloq takes the risk out of change by providing innovative solutions that support the financial services industry through transformation so they can grow and compete.

Avaloq offers a full range of wealth management solutions to address the needs of the most demanding wealth managers, private banks or universal banks serving wealthy clients from mass affluent to high net worth individuals:

The Right Balance between Industrialisation and Differentiation

  • Support all wealth management client segments on one platform
    Wealth managers have complete flexibility to provide different service levels from industrialised investment solutions to large client segments, such as the mass affluent to highly personalised relationship and investment advice to their most demanding clients, for example Ultra High Net Worth Individuals (UHNWIs).
  • Industrialise back office operations with a packaged and standard platform
    Avaloq’s offering is based on in-depth knowledge and experience of the wealth management industry. The Avaloq Banking Suite provides proven standards and covers an unmatched scope of functions

  • Differentiate on client-facing activities and core wealth management competency
    Avaloq provides omni-channel solutions that can be highly personalised to build a unique service and value proposition. Wealthy clients can receive an upgraded exclusive service and a continuous experience across all channels, including traditional.

Giving Wealth Managers a Competitive Advantage
Avaloq supports the running of more efficient and profitable banks after going live. It provides product and service innovation at lower costs and enables wealth managers in growing faster and more efficiently.