Avaloq Mosaic
Modernize what matters now - without limiting what comes next.
Avaloq Mosaic connects the investment data and systems you already have, so you can personalize portfolios at scale, put AI to work safely and add new capabilities one at a time.
2M+
positions processed in under five minutes
20+
asset classes including private assets and crypto
100,000+
portfolios rebalanced in one minute
Zero
overnight batch windows required
Avaloq Mosaic is a modular wealth management platform that connects investment data, portfolio processes and AI workflows across your existing technology landscape. Start with the capability that addresses your most immediate priority, then expand as your business needs evolve.
Distinct capabilities. Deliberate integration.
Portfolio IQ
Bring transactions, holdings and market data together in one governed investment record for portfolio aggregation, performance calculation and reporting.
Allocator
Turn investment strategy into personalized trade-ready portfolio while applying client restrictions, preferences and approval controls.
Agent Connect
Connect AI agents with permissioned investment data and approved services, with traceable actions and human approval where required.
Keep what works. Transform faster.
Your core platforms, custodians, trading systems, adviser tools and client channels remain in place. Avaloq Mosaic connects them through an API-first, systems-agnostic orchestration layer that brings together investment data, portfolio processes and AI workflows so you can introduce real-time portfolio insights, personalized portfolio management and governed AI without disrupting the technology that already delivers value.
Turn modernization into business value
Accelerate impact
Focused capabilities address immediate priorities, shortening time to market without requiring a full platform replacement upfront.
Improve operational efficiency
Connected data and workflows increase capacity while reducing manual effort, reconciliation, complexity and operating costs across teams.
Enable confident decisions
Advisors, investment teams, operations and digital channels share one current, governed view across client and investment processes.
Put AI to work with control
Permissioned automation supports routine steps, while sensitive actions require human approval and remain traceable for subsequent review.
A platform built to adapt
Cloud-native architecture
Scale processing and data capacity as accounts, holdings, transactions and user requirements grow.
Connect across your landscape
Integrate core systems, custodians, trading platforms, advisor tools and client channels through APIs and established integration methods.
Modular adoption
Start with the Mosaic capabilities that address your current priorities and introduce additional modules over time.
Real-time processing
Reduce dependence on overnight batch windows by updating applicable data and calculations as transactions, prices and portfolio events arrive.
Governed AI services
Apply access controls, traceability and human oversight consistently across AI-enabled workflows.
Why data foundations matter more than dashboards
US wealth management firms are investing heavily in AI, digital experiences and advisor technology. But new dashboards do not solve data problems. As firms seek to scale, deliver more personalized service and realize the benefits of AI, the quality of the underlying data is becoming a strategic prerequisite for growth and innovation.
See what Avaloq Mosaic can do for your business. Connect what you have, put your data to work and introduce the capabilities you need next - with speed and control. Contact us.
