Avaloq Wealth
Automate your wealth offering with our all-in-one solution.
Increase front office productivity by up to 25%
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.
Prospect management
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.
Proposal creation
Portfolio construction
Health checks
Portfolio monitoring
Scenario and stress testing
Custom reporting
30% lower production costs for your discretionary advice
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
Smart rebalancer
House view workflow
Managed Cloud Infrastructure
Avaloq runs your enterprise databases and applications on a specially-designed cloud platform.
- Access the benefits of cloud securely, while staying compliant with local regulations
- Avaloq’s cloud platform is built to perform, scale and be highly reliable
- Reduce your data centre footprint and improve sustainability
Managed Cloud Services
Access a robust set of technologies, policies, and processes via Avaloq’s deployment platform.
- Run cloud-native products and services in the cloud of your choice
- Benefit from faster time to market with a SaaS delivery model
- Combine with retained technology on-premises to leverage existing investments
Observability & Management Services
Avaloq provides end-to-end visibility of services delivered on multi-cloud deployments.
- All necessary building blocks for multi-cloud compliance are covered
- Shared security and privacy features from leading cloud providers
- Avaloq manages and simplifies the process as a trusted orchestrator
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–adviser engagement tools which offer a fully integrated and seamless user experience.”
Ashley Longabaugh
Senior analyst, Celent
Front-to-Middle Office Platforms: EMEA Wealth Management Edition, 2020
