Aiviq
HQ Address
60 Gresham Street, London, EC2V 7BB, United Kingdom
Website Address
Business introduction
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
Aiviq is a data-driven fintech platform with industry-leading domain expertise at its core. How can investment managers grow assets or effectively service their revenue if they do not know who their clients are or how they make purchasing decisions?
We address this challenge by forging disparate client investment information into enterprise-wide datasets that provide much-needed transparency on business performance for our investment managers — covering AUM, flow and revenue.
Our innovative data and analytics platform helps the world's investment managers incentivise sales, analyse purchasing patterns, digitally service investors and meet financial reporting requirements. We combine market-leading technology with industry expertise to enable you to successfully stay ahead of the competition.
Aiviq Solutions
Aiviq Agreement Management
Maximise client revenue potential Our centralised platform enables investment managers to maximise revenue potential through automated fee calculations and real-time commercial insights. Centralised mastering Master all distributor relationships and operational facts with metadata, legal entity reporting and CRM integration. Managed services Professional implementation and ongoing support from data analysts and project managers with years of......
business needs
- Business Intelligence & Practice Management
- Data Management & Analysis
- Portfolio Build, Analysis & Reporting
Aiviq AUM Flow
Report in hours, not weeks Our unified data platform enables investment managers to consolidate global AUM and flow reporting, delivering comprehensive insights through automated reconciliation. Single customer view Consolidate AUM and flow data from 300+ global sources into one unified dataset with comprehensive fund cross-holdings visibility. Managed services Our dedicated data specialists handle data sourcing,......
business needs
- Business Intelligence & Practice Management
- Data Management & Analysis
- Portfolio Build, Analysis & Reporting
Aiviq Client Matching
Eliminate distribution blind spots Our intelligent matching platform enables investment managers to see through their distribution network, connecting every flow to the right advisor and client relationship. Single customer view Automatically cleanse and match thousands of global distributors, advisors and clients with universal recognition capabilities. Managed services Our experienced specialists manage data transformation and ongoing......
business needs
- Business Intelligence & Practice Management
- Data Management & Analysis
- Portfolio Build, Analysis & Reporting
