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Customer Success
Company
Product
October 31, 2024
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
Client Matching & Sales Attribution
A single view of client AUM & Flow across all investment vehicles and sales territories
‘Look-through’ platform and distributor holdings to end clients
Use Aiviq’s 300+ market data connectors to disaggregate flows across your distribution chain and gain visibility on influencers, advisors and clients
Automatically match to clients in CRM and attribute flows to sales teams
Establish a single customer view that enables sales compensation reporting, territory management, global account servicing and improves sales effectiveness
Client Governance & Oversight
Centrally manage client agreements and terms to streamline operations, from legal agreement onboarding and pricing decisions through to TA oversight and rebate management
Fee revenue and rebate analytics
Calculate forecasted and actual client net revenue to improve commercial decision making and avoid costly rebate errors
Distributor oversight and governance
Manage legal entities, codify financial terms and centralise documents in a single integrated platform to increase TA oversight and distributor data governance
Powerful Analytics
Analyse drivers of AUM and Revenue growth
Our AUM waterfall, revenue allocation and net new money insights are changing how managers think about growth and sales strategy
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’s Graduate Cohort 2024: Mastering Client-Facing Roles Early On
Company
October 14, 2024
Aiviq’s Graduate Cohort 2024: Mastering Client-Facing Roles Early On
Aiviq’s Graduate Cohort 2024: Mastering Client-Facing Roles Early On
The Most Significant Barriers to Adopting Advanced Analytics in Asset Management
Insights
October 10, 2024
The Most Significant Barriers to Adopting Advanced Analytics in Asset Management
The Most Significant Barriers to Adopting Advanced Analytics in Asset Management
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