Investment management
With our platform, everyone throughout the investment value chain works from a single digital product, minimizing handovers and eliminating manual errors. Whether your business runs bespoke investment mandates or standardized model portfolios, our platform is designed to reduce the cost of managing client investments. We enhance the compliance process by automating risk checks seamlessly throughout the advisory and portfolio management lifecycle, streamlining your investment management capabilities.
Our investment management capabilities allow you to serve more clients, more efficiently.
Benefits
Lower cost of advice
Deliver mass-rebalancing and mass-monitoring at scale, reducing your costs without sacrificing client experience.
One source of truth
Work from the same platform across your entire value chain, increasing efficiency and reducing risk.
Improved risk management
Boost risk awareness and compliance with regulatory checks automatically carried out throughout the process to save time.
Explore our investment management capabilities in detail
投資アドバイス
当社のプラットフォームなら、投資における適合性のチェックやポートフォリオの組み立て、リスク分析を自動で実施できます。自動化により、クライアントのプロファイルを設定する際も、リスクプロファイルと戦略的資産配分に基づき、明確かつ迅速に行うことができます。
モニタリング
当社のモニタリング機能なら、リスク・リターン特性の最適化とモニタリングを行い、許容範囲内に収まるようにします。資産配分のモニタリングからポートフォリオリスクまで、タイミングとセグメントに基づいた、健全性をチェックするための設定が可能です。
ポートフォリオのリバランス
当社のプラットフォームでは、統合された制限評価と共に、単発、および大規模なリバランスが可能です。当社では、戦略的なリバランシングに為替ヘッジ、現金管理、そして複数の資産のリバランスなど、20を超えるリバランスの方法を提供しています。
Aladdin by BlackRock
Find out how Avaloq’s pre-integration with Aladdin Wealth™ by BlackRock could help grow your investment management business.
Discover our other capabilities
Find out how we meet the needs of banks and wealth managers on one comprehensive front-to-back platform.
Digital channels
Show your clients you understand their needs with a hyper-personalized web and mobile experience.
Client management
Equip your front office with fully integrated capabilities designed to simplify any client journey.
Trading
Manage the full trading process from order management, routing and execution to settlement.
Lending and credit
Offer your clients a wide range of products with end-to-end coverage from initiation to ongoing risk management.
Payments
Get complete payments coverage in multiple markets and across all major protocols and standards.
Treasury, risk and compliance
Stay compliant with regulation and manage risk across products and multiple jurisdictions.
Data analytics
Access insights from core banking via the latest data extraction and streaming technology.
Integration
Connect with third-parties and benefit from pre-integration with selected best of breed partners.
Want to learn more about our investment management capabilities? Contact us today for further information on how we can help your business.