The assessment provides a global perspective on the rapidly evolving digital experience orchestration landscape in asset and wealth management. The proprietary PEAK Matrix® framework measures both market impact and ability to deliver across dimensions including market adoption, portfolio mix, value delivered, vision and strategy, and technology capabilities.
Everest Group evaluated CXOPs, including client portals, adviser workspaces, customer journey analytics and omnichannel communication platforms, enabled by AI, automation and data-driven integration. The analysis draws on Everest Group’s 2025 request for information, secondary research and publicly available implementations to assess how vendors support critical customer experience use cases across the AWM industry.
- Everest Group highlighted the following Avaloq strengths:
- Unified platform: A comprehensive digital experience that aligns with client and adviser needs through integrated portals, onboarding tools and relationship manager workspaces, bringing servicing, investment advice and client interactions into a single environment.
- Global reach: Expanded delivery scale and market presence supported by continued global expansion, new regional offices and investments in local delivery capabilities to serve emerging wealth markets.
- Powerful data insights: Enhanced data and portfolio intelligence through ecosystem integrations such as Aladdin Wealth, enabling advisers to track suitability, monitor portfolio health and generate next-best actions.
- Ecosystem partnerships: Strategic integrations with partners including Fireblocks for digital asset custody and Unblu for compliant digital collaboration, supporting emerging asset classes and regulated engagement scenarios.
- Scalability: Flexible APIs and development frameworks that enable wealth managers to configure and scale digital experiences across regions and client segments.
This recognition reflects the strength of Avaloq’s digital banking and front-office capabilities and reinforces its position as a trusted partner for wealth managers seeking to modernize client and adviser experiences through innovation, quality and operational excellence.
“Avaloq continues to strengthen its role in wealth management transformation by bringing together client portals, adviser workspaces and digital onboarding within a unified customer experience orchestration framework,” said Kriti Gupta, Practice Director at Everest Group. “Its ability to connect engagement, data and servicing workflows across channels enables wealth managers to deliver personalized, insight-led interactions while maintaining strong governance and regulatory alignment. Through expanded ecosystem integrations and deeper analytics-driven capabilities, Avaloq is helping firms modernize client and adviser experiences. These strengths underpin Avaloq’s recognition as a leader in the Everest Group AWM CXOP PEAK Matrix® Assessment 2025.”
