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

financial asset management graph with money flow lines

Trusted by investment managers around the world

“Aiviq has been fully integrated with enterprise architecture. They consolidate our global client and sales data which we consume in Snowflake, enabling technology to deliver business apps quicker”

Global Head of Data

$100bn+ Multi-boutique

“The Aiviq managed services free up time to embed sales analytics and increase CRM adoption. It also easily allows us to onboard new market data as we grow internationally”

Head of Distribution Ops

$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

Position, Company name

“Everyone knows distribution data in our industry is a mess. However, the thousands of data rules and features in the platform allow us to get the most complete picture possible for EMEA & APAC”

Principal, Distribution Data

$1tbn+ Global 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

$100bn+ Multi-boutique

“Everyone knows distribution data in our industry is a mess. However, the thousands of data rules and features in the platform allow us to get the most complete picture possible for EMEA & APAC”

Principal, Distribution Data

$1tbn+ Global Asset Manager

“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.

Download Whitepaper
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
Testimonials

What the world’s leading asset managers say about us

Our 30+ customers rely on Aiviq for mission critical business processes, but also play an active role contributing to our innovative productroadmap.

What Our Great Customers Are Saying - Techkit X Webflow Template

Global Head of Data

$100bn+ Multi-boutique

“Aiviq has been fully integrated with enterprise architecture. They consolidate our global client and sales data which we consume in Snowflake, enabling technology to deliver business apps quicker”

What Our Great Customers Are Saying - Techkit X Webflow Template

Head of Distribution Ops

$150bn+ UK Asset Manager

“The Aiviq managed services free up time to embed sales analytics and increase CRM adoption. It also easily allows us to onboard new market data as we grow internationally”

What Our Great Customers Are Saying - Techkit X Webflow Template

Distribution Data Manager

$100bn+ Multi-boutique

“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”

What Our Great Customers Are Saying - Techkit X Webflow Template

Principal, Distribution Data

$1tbn+ Global Asset Manager

“Everyone knows distribution data in our industry is a mess. However, the thousands of data rules and features in the platform allow us to get the most complete picture possible for EMEA & APAC”

What Our Great Customers Are Saying - Techkit X Webflow Template

Distribution Data Manager

$100bn+ Multi-boutique

“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”

What Our Great Customers Are Saying - Techkit X Webflow Template

Principal, Distribution Data

$1tbn+ Global Asset Manager

“Everyone knows distribution data in our industry is a mess. However, the thousands of data rules and features in the platform allow us to get the most complete picture possible for EMEA & APAC”

What Our Great Customers Are Saying - Techkit X Webflow Template

Head of Retail, EMEA

$500bn+ US Asset Manager

“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”

What Our Great Customers Are Saying - Techkit X Webflow Template

Director, Client Group

$500bn+ US Asset Manager

“The analytics we have been able to build off the back of reliable daily sales data from Aiviq has changed the mindset. Now we’re looking to roll out to Institutional and incorporate other markets”

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

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