Solution introduction

Build a single view of client AUM & Flow

Dramatically reduce reporting costs and eliminate manual adjustments with Aiviq’s AUM and flow data platform, receiving accurate firm-wide reporting in a single dataset

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, quality control and reporting aligned to your operating model as trusted advisors.

Automated reconciliation
Automatically reconcile AUM and flows across vehicles and providers with omnibus look-through and market movement analysis.

Data quality services
Eliminate manual adjustments with intelligent data enrichment rules, product matching and flow classification controls.

Global data coverage
Connect to fund accountants, transfer agents, platforms, distributors and custodians across UK, Europe, Asia and North America.

Native integrations
Plug in Aiviq data via our Integration Hub - Salesforce, Dynamics, Snowflake, Azure, AWS, PowerBI and more.

 

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