Solution introduction
aixigo’s investment advisory software is extremely flexible to deal with all possibilities which occur within financial advice no matter how complex to help the adviser provide high quality, regulatory compliant advice
aixigo’s investment advisory software supports your advisors in the advisory session with the clients
The investment advisory financial software modules provide an API-based construction kit that makes all steps of the advisory process highly efficient and fully compliant with regulation.
The long-term use of our investment advisory software by our clients proves our practical and regulatory compliant quality - a reliable choice! The massive increase in efficiency resulting from digital and automated investment advice and its processes (such as the documentation of an investment advisory session) finally enables you to focus on the client again and also on the advice. This is how modern financial software should work.
USPs of our financial software technology
Solution Details
Capabilities of the Investment Advisory Modules
aixigo’s investment advisory software offers many tried and tested modules that can be combined according to your needs for investment advice in an efficient manor while conforming to regulatory requirements. For example, with the help of a workflow that supports the advisor, relieves them of tedious and time-consuming tasks, and creates more time for client contact. Below we will give you an overview of our functionalities within the scope of an investment advisory software.
You can learn more about the modules of this solution HERE.
Key Data
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Financial Advisors
Client Regional Presence
- Western Europe
Investment Advisory Software
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