Full investment journey designed with wealth managers
Your investment advisors, portfolio managers and relationship managers can rely on products designed and regularly tested with wealth management specialists. Tailored investment strategies for your clients are created on a single platform, ensuring consistency across all teams. Automated risk analysis and monitoring increase your control throughout the investment journey. Avaloq Wealth also supports the management of client relationships with a 360-degree client view and a shorter onboarding time for new clients by automating manual processes.
Unified data model
Maintain consistency in client relationship management and investment strategies across the entire front and investment office.
Increase your productivity with automatic identification of new sales opportunities. Save your portfolio managers’ time by automating manual processes and compliance tasks.
Leverage user-centric and client-ready design created and tested with more than 200 wealth management specialists.
Wealth products in detail
Manage the full wealth client journey from prospect to a trusted relationship. Launch mandates and offer interactive investment advice to boost client engagement and satisfaction.
Onboard clients in hours, not in days
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 product 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
Enhance investment experiences and get approvals 25x faster
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
30% lower production costs for your discretionary advice
Launch bespoke investment mandates, 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
Flexible cloud deployment options
Our products are all designed with a choice of deployment and implementation options to meet the needs of any financial services provider.
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
Connect to any core banking system
An open, cloud-native, standalone product which operates on any core banking system via standard APIs, allowing you to integrate your own or third-party content.
Capacity can be easily adjusted from the first day to meet increasing demand. We use Openshift and Kubernetes to achieve superior performance.
The products are always available to you. You can remain productive around the clock because our rolling upgrades mean zero downtime.
Hear it from Avaloq Wealth clients
“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.”
Austin Luo Head of Private Wealth Management, Haitong International
Industry analysts agree
“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–advisor engagement tools which offer a fully integrated and seamless user experience.”
Contact us today for further information on how it can make a difference to your business.
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