• Leading the way in wealth management technology 

    Partner with a premium cloud banking software and service provider. Increase your efficiency and improve client experience. 

  • Why would investors switch their financial advisor? 

    Take a closer look at investors’ relationship with their relationship manager in our latest research. Explore what investors look for in an advisor, who so-called ‘Loyals’ and ‘Switchers’ are, and how investors really feel about the use of artificial intelligence in the advisory process.

  • Avaloq Engage 

    Equip your relationship managers with the right tools to serve your clients. Offer clients the intuitive digital services they expect while maximizing your online sales.

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Supporting financial institutions in every segment for nearly 
40 years

Avaloq solution mockup

Take advantage of our specialized knowledge and software to build strong relationships with clients, leveraging automation to manage, protect and grow their wealth. 

Bring flexibility to your offerings, whether they be industrialized investment solutions for the mass-affluent or highly personalized advice for ultra-high-net-worth investors.

Whether you operate a traditional branch network or want to boost your online services, empower your relationship managers to use automation and provide clients with a fully digital experience.

Speed up your business launch using our cloud-based solutions, and scale up even faster. We’ll also help you expand your product offerings and enter new geographies while keeping costs down.

The 150+ clients using our solutions

Financial institutions and wealth managers from across the world consider us a trusted partner. Take a closer look at how we’ve helped our clients get to where they are today.

LGT: Expanding to five countries and increasing assets under management by 370% in 10 years

One of LGT’s strategic priorities has been international expansion and business diversification. In this video, Dr. André Lagger, CEO LGT Financial Services, talks about how Avaloq has supported LGT’s growth ambitions since 2009.

Leading industry analyst honours

By placing our clients first, we’ve landed ourselves the top spot in many industry rankings. Here are just some of the awards and recognitions we’ve earned from juries and leading global technology analysts.

HOW CAN AVALOQ ADD VALUE TO YOUR BUSINESS?

CUSTOMER EXPERIENCE

DATA SCIENCE & AI

CLOUD NATIVE

TOKENIZATION & BLOCKCHAIN

OPEN BANKING

AUTOMATION

Meet industry trends head on

What are the trends and innovations fuelling the financial industry, and what does this mean for you? Stay ahead of a changing world by accessing our insights, news reports and other learning resources.

  • SEC fines of over $1.8b signify the need for innovation in banks’ client communications

    Last week, 11 banks, including some of the largest global players, have agreed to pay more than USD 1.8 billion in fines over charges of failures in record-keeping practices and what the US regulator SEC called “pervasive off-channel communications”.

    06. Oct. 2022Blog
  • Business model transformation in asset management

    Traditionally, large asset managers offer their products through a B2B partner network. The industry is now moving towards serving investors directly, without intermediaries, through digital channels. How can financial institutions efficiently expand digital investment advice to new client segments?

    16. Jun. 2022Blog
  • Delivering modern alpha profitably

    In the second article of this series, we took a close look at the unique expectations that affluent people in the GBA (Greater Bay Area) have for their banks and wealth management firms and found that they are a complex mixture of the traditional and the modern. We now turn our attention to how executives targeting this market can manage to meet these demands profitably.

    19. Apr. 2022Blog
  • Winning and keeping clients in the GBA

    In the first article of this series, we looked at the vast scale of wealth creation taking place in the GBA (Greater Bay Area), and at some of Avaloq’s proprietary research that indicates how large the opportunity is for banks and wealth management firms to serve the people driving this growth.

    01. Apr. 2022Blog
  • The future of Greater Bay Area financial markets

    The Chinese government has repeatedly demonstrated its commitment to enhancing trading integration and market fluidity across the Greater Bay Area (GBA). Both have proven to be key to the region’s economic development as it continues to evolve into a global hub for technical and industrial innovation.

    21. Mar. 2022Blog
  • Ethical artificial intelligence – avoid human bias in AI

    See how AI models and the regulation around them have evolved, and learn how financial organizations can ensure the use of a more ethical, unbiased AI system.

    18. Mar. 2022Whitepaper