Aiviq’s powerful workflow and analytics solution improves oversight of client agreements, automating fee and rebate checks, service tasks and revenue reporting
Securely store, tag and search client contracts and commercial documents
Model legal entities and client roles on agreement
Master financial terms to validate fee and rebate calculations and payments
Integrate your operational client data with Legal, Onboarding, TA and CRM
Forecast firm-wide net revenue to drive financial budgeting and sales actions
Your message has been submitted. We will get back to you within 24-48 hours.
Oops! Something went wrong.
By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
