Aiviq

Aiviq

Aiviq is a client data management platform that enhances sales and automates financial reporting for asset managers.

Location: United Kingdom
Software Type: Web App

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Description

Aiviq is a comprehensive client data management platform tailored for asset managers, offering a robust solution that connects users with over 300 sources of Assets Under Management (AUM), flow, and revenue data across global markets. This platform is designed to enhance net sales and improve client oversight while automating financial reporting processes.

One of the key functionalities of Aiviq is its ability to consolidate client and sales data effectively. This feature increases operational efficiency and enables better decision-making capabilities for investment managers. Aiviq also provides advanced analytics tools that drive revenue growth by offering insights into client matching, sales attribution, and governance.

The platform facilitates seamless integration with major data systems, including popular analytics tools such as PowerBI and Tableau, allowing asset managers to streamline their operations further and enhance their reporting capabilities. Additionally, Aiviq offers managed services that assist in the onboarding of new market data, making it an essential tool for global asset managers. Overall, Aiviq's extensive features and integrations ensure that users can manage their client data efficiently and effectively.

Features

Client Matching and Sales Attribution

Aiviq accurately matches clients with their relevant sales activities, providing insights into sales attribution.

Automated Financial Reporting

The platform automates financial reporting processes, reducing manual effort and increasing accuracy.

Powerful Analytics

Aiviq offers advanced analytics tools that help drive AUM and revenue growth through actionable insights.

Integration Capabilities

Aiviq seamlessly integrates with various data systems and analytics tools, enhancing operational efficiency.

Client Governance

Ensures oversight of client agreements and activities, improving compliance and client management.

Tags

financedata managementasset managementanalytics

Documentation & Support

  • Documentation
  • Support
  • Updates