Build a single view of client AUM & Flow
Increase sales, reduce redemptions and automate financial reporting. With Aiviq, you can connect 300+ data sources across global markets to optimise CRM, power sales analytics and centralise financial data.
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Make informed decisions
powered by data
Our cloud-native data and analytics platform enables the world's leading investment managers to set the right course and make proactive decisions
Single customer view
Automatically cleanse and match thousands of global distributors, advisors and clients
True sales enablement
Empower sales with tailored, timely indicators and alerts that go beyond 'rear view mirror' reporting
Reconciled reporting
Automatically reconcile fund of fund cross-holdings and reconcile to IBOR/ABOR for Group-wide reporting
Data quality services
Avoid data wrangling and manual reporting with our managed services and extensive data quality controls
Global data coverage
Onboard new vehicles, channels or distribution partners quickly with our drag and drop data connectors
Native integrations
Plug in Aiviq data via our Integration Hub - Salesforce, Dynamics, Snowflake, Azure, AWS, PowerBI and more
Power to know who your clients are and what they invest in
Look-through your distribution value chain to get visibility on distributors, clients and influencers across channels and territories landed daily in CRM
Power to automate reporting with lower operating cost
Firm-wide reporting of AUM, Flow and Revenue that delivers operational, management and regulatory reporting use cases at scale, providing a single venue for data quality and reconciliation
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