Automate your wealth offering with our all-in-one solution.
Our solution gives your relationship managers a consolidated view of all client data, and supports interaction during every phase of the client journey. Accelerate your onboarding process and enhance the entire client relationship experience by automating manual processes and compliance tasks. On top of that, key client and market information is automatically analysed to identify new sales opportunities. Our Client Service software keeps advisors up-to-date and proactively notified about their upcoming tasks.
Client profiling and onboarding
Relationship manager dashboard
360° client view
Customized news feed
Sales opportunities management
Capture risk profile and investment preferences together with your clients in an interactive way. Apply client wishes instantly during the simulation of personalized investment proposals with full transparency on performance. The Investment Advisory product will guide you to finalize trade orders while running regulatory checks in the background. Automated daily monitoring and reporting will keep your client’s investments in balance and increase your own efficiency.
Scenario and stress testing
Launch bespoke discretionary mandates and model portfolios, maintain complex asset class trees and automatically monitor risk exposures with our fully digital portfolio management solution. Significantly reduce time-consuming and complex tasks for your portfolio managers through automation and a reduction of manual processes such as regulatory checks or portfolio monitoring. A unified data model keeps everyone on the same digital page so that all the relevant market updates and regulatory changes are immediately incorporated into the new investment analysis and current clients’ portfolios.
Mass monitoring views
Portfolio and mass model portfolio construction
Before and after simulations
Scenario and stress testing
House view workflow
SaaS on public cloud
Consume our products in SaaS mode from a secure public cloud infrastructure.
Cost-effective and scalable model
Available on Amazon Web Services (AWS)
Shortest time to market
SaaS on Avaloq private cloud
Consume our products in SaaS mode from our private cloud.
Deployed on Avaloq’s secure private cloud
Suitable for stricter regulatory frameworks
Self-hosted in private or public cloud
Manage our products yourself in your private cloud (or data centre) or a public cloud.
Cloud-hosted or on-premises
Provider of your choice or self-managed
Full control over customization and deployment
“We endeavour to help our clients optimize their portfolios by designing top-notch investment solutions for them. We look forward to the partnership with Avaloq to bring premium experience to our clients.”
Head of Private Wealth Management, Haitong International
“Avaloq Wealth is a premier product in the marketplace servicing the front-middle office. It is a wide-ranging and robust offering that enables a scalable delivery of investment advice. One of the core differentiators of Avaloq’s investment and relationship management solution is complete coverage of the holistic investment process, enabling a 360-degree client view on a single platform. This view is combined with data analytics and client–adviser engagement tools which offer a fully integrated and seamless user experience.”
Senior analyst, Celent
Front-to-Middle Office Platforms: EMEA Wealth Management Edition, 2020