Aiviq connects asset managers with 300+ sources of AUM, Flow and Revenue data across global markets to build foundational datasets that increase net sales, client oversight and automate financial reporting
Head of Retail, EMEA
$500bn+ US Asset Manager
Chief Financial Controller
$150bn+ UK Asset Manager
Distribution Data Manager
$150bn+ APAC-based Manager
Consolidate AUM and flow data from 300+ global data sources
Configure Aiviq rulesets to ensure data accuracy
Auto-reconcile AUM and Flow across vehicles and providers
Process millions of transactions with high performance
Map client relationships across your entire distribution network
Capture every party influencing flows with roles on the money
Connect flows with team coverage to compare sales activities with outcomes
Drive strategic and tactical decisions with complete client insight
Centralise oversight of all distributor relationships and operational facts
Master global institutional and intermediary terms centrally
Monitor payment obligations and ensure accurate rebate calculations
Drive pricing strategy, service decisions and more with timely revenue insights
How investment firms are responding to converging market dynamics and a new distribution paradigm.
In an era of tightening operating margins, investment firms are doubling down on financial discipline and strategic forecasting of business growth.
As an innovative product company that is part of a wider family of boutique consultancies focused exclusively on asset management, Aiviq has a unique perspective on market trends and industry innovation
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