Equip your wealth team to achieve clients’ financial – and your business – goals
Grow your business by making it personal(ized)
Deepen client relationships with Avaloq Wealth
Wealth management is a long-term commitment. Intelligent automation can help advisors and relationship managers guide clients toward their investment goals and aid portfolio managers with portfolio building and managing discretionary mandates. Such personalized service adds depth and continuity to client relationships.
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Client Relationship Management
Investment Strategy & Content
Built for the needs of clients and wealth managers alike
Don't just take our word for it – hear it from the experts
Want to learn more about Avaloq Wealth?
Contact us today for further information on how it can make a difference to your business.
Continuous improvement of our solutions – for the near and long term
Our Avaloq Wealth empowers advisors to do what they do best: provide sound advice and personalized services. But that doesn’t mean we can’t do more – like continually create and add new capabilities and functions to the platform. For example, we’re developing capabilities that can strengthen portfolio management. We’re also improving the platform’s health check and asset management functionalities, as well as introducing capabilities that will optimize how advisors track and manage errors. Capabilities that all, ultimately, serve the same function: to enable advisors to create intelligent and actionable investment strategies.