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Insights
Whitepapers
June 5, 2025
The client data management platform trusted by the world’s leading asset managers
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
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Trusted by investment managers around the world
“Aiviq has been a mission critical investment for us in the data fundamentals. My sales teams finally have visibility of underlying clients and can make effective account management decisions”
Head of Retail, EMEA
$500bn+ US Asset Manager
“Aiviq data has been fundamental in navigating recent market volatility and managing liquidity, giving us fresh visibility on AUM and Revenue dynamics across the whole business”
Chief Financial Controller
$150bn+ UK Asset Manager
“As the Designated Person for Distribution for our Irish Funds, we use Aiviq to monitor European distributors. Aiviq’s knowledge of the data and the client dynamics sets them apart”
Distribution Data Manager
$150bn+ APAC-based Manager
Global AUM & Flow Data Management
Dramatically reduce reporting costs and eliminate manual adjustments, receiving accurate firm-wide reporting in a single dataset.
Unified data model
Consolidate AUM and flow data from 300+ global data sources
Data enrichment rules
Configure Aiviq rulesets to ensure data accuracy
Net AUM reconciliation
Auto-reconcile AUM and Flow across vehicles and providers
Enterprise architecture
Process millions of transactions with high performance
Client Matching & Sales Attribution
Gain enhanced visibility of client activity, connecting each flow to your advisors and influencers to empower data-driven distribution strategy and performance management.
Universal client recognition
Map client relationships across your entire distribution network
Role-based attribution
Capture every party influencing flows with roles on the money
Sales attribution management
Connect flows with team coverage to compare sales activities with outcomes
CRM & distribution intelligence
Drive strategic and tactical decisions with complete client insight
Agreements & Terms Management
Streamline distributor oversight and commercial risk management with centralised agreement mastering and automated fee and rebate calculations.
Agreement mastering
Centralise oversight of all distributor relationships and operational facts
Financial terms capture
Master global institutional and intermediary terms centrally
Fee & rebate process control
Monitor payment obligations and ensure accurate rebate calculations
Net revenue intelligence
Drive pricing strategy, service decisions and more with timely revenue insights
AIVIQ WHITEPAPER | JUNE 2025
Navigating Global Investment Landscapes
How investment firms are responding to converging market dynamics and a new distribution paradigm.
AIVIQ WHITEPAPER | FEBRUARY 2024
A New Emphasis on Fund & Client Profitability
In an era of tightening operating margins, investment firms are doubling down on financial discipline and strategic forecasting of business growth.
Download Whitepaper
Aiviq Insights
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
Aiviq CEO Letter: Market Outlook & Aiviq's Innovation Focus in 2025/2026
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