The Wealth Mosaic
Client Engagement & Management
Digital Platforms & Tools
10th January 2023
Embedded wealth is a concept that has come to the fore and has become more widely understood recently. Essentially, embedded wealth is the use of wealth tools or services by...
The Wealth Mosaic
Client Engagement & Management
Digital Platforms & Tools
26th December 2022
At our recent Swiss WealthTech event in November, Delia Steiner, Country Manager, Switzerland, at aixigo, and Dr. Jan Amrit Poser, Chief Sustainable Investment Officer at radicant, discussed radicant’s proposition and...
blogs
Financial & Retirement Planning
Investment Platforms & Tools
6th December 2022
If you are keeping a close eye on your pension investments and savings, market volatility is a worry. A portfolio that was perfectly balanced last week can start to look...
blogs
Financial & Retirement Planning
Investment Platforms & Tools
16th November 2022
Retirement is a goal we know we all need to think about and plan for. But a commonly made mistake is considering retirement as a one-time-only, static event. It is...
news
10th August 2022
In its new "Hype Cycle for Digital Banking Transformation", Gartner again features aixigo as a representative provider for the roboadvisor 2.0 technology. But what is Gartner's Hype Cycle about? What's...
The Wealth Mosaic
5th August 2022
There are numerous tools for financial cashflow planning in the market. Many cashflow planning tools promise to increase sales profitability and save the adviser time.
But what about the client's worries?...
Podcasts & Webinars
29th March 2022
The way financial products are accessed is about to change dramatically. Soon, many more of us will be able to access wealth management services at any time and any place....
news
15th March 2022
Aachen, March 2022 – The sustainable, collaborative and digital financial services provider radicant, whose service offering is fully aligned with the UN's 17 Sustainable Development Goals, will subsequently rely on the...
The Wealth Mosaic
Technology Evaluation & Selection
Technology Implementation & Management
24th January 2022
The past five years have seen intense discussions and various recommendations on how banks can leverage technology to innovate within their company. To sum up, three options have always been...
news
13th December 2021
Aachen, December 2021 – aixigo, a leading European provider of trusted next-generation technology to the wealth management and retail banking industries, appointed seasoned FinTech entrepreneur and executive Arnaud Picut as its...
The Wealth Mosaic
Client Engagement & Management
Financial Markets Research & Analysis
27th October 2021
How are ESG issues impacting the wealth management sector today? What has been achieved so far, what are the opportunities and threats, and what is still to be done?
The current...
news
Digital Platforms & Tools
Investment Platforms & Tools
31st August 2021
Aachen, August 2021 – Metzler, Germany's oldest bank with an unbroken tradition of family ownership, and aixigo, the international software provider for digital services in the field of wealth management and investment...
news
9th March 2021
The association originates from an initiative launched in 2020 by the St. Galler Kantonalbank and the consulting company Synpulse and aims to establish standardised interfaces for Swiss wealth managers. The...
Podcasts & Webinars
4th March 2021
This video presents a discussion between Stephen Wall (Co-Founder of The Wealth Mosaic) and Jamie Keen (Country Manager UK & Ireland at aixigo AG), but also Ian Pickford (Partner and...
news
8th February 2021
Aachen, January 2021 – aixigo, the international software provider for digital services in wealth management and investment advisory, wins Delia Steiner over as Country Manager Switzerland & Liechtenstein.
As a trained economist,...
news
21st January 2021
Aachen, January 2020 – Erich Borsch, Executive Board Member and co-founder of the company, which has been founded in 1999, moved from the Executive Board to the Supervisory Board on 1stJanuary,...
The Wealth Mosaic
Client Engagement & Management
Digital Platforms & Tools
1st December 2020
Cashflow planning can be complicated and hard to get right at the best of times. In a world that is more uncertain than ever clients need to be able to...
blogs
Client Engagement & Management
Digital Platforms & Tools
20th November 2020
Indeed, cashflow advice is highly complex. A wide variety of assets including insurance policies, property and pensions must be considered. There are also tax implications and many additional macro elements...
news
Client Engagement & Management
Digital Platforms & Tools
21st October 2020
Aixigo participants/panellists:
• Jamie Keen, Country Manager UK & Ireland, aixigo
• More participants TBC
Host:
• Stephen Wall, Co-Founder, The Wealth Mosaic
There are numerous solutions for financial cashflow planning in the market. Many...
news
14th September 2020
Innovative consortium of aixigo and investify cooperates with Sopra Financial Technology
Together they provide forward-looking investment solutions for the German and European banking market
The focus is on state-of-the-art technologies, optimal user...
news
20th August 2020
Aachen, August 2020 –Dr. Roland Schlager was elected as the new Chairman of the Supervisory Board of aixigo AG. However, Martin Kölsch is leaving the Supervisory Board of the internationally...
news
3rd August 2020
Aachen, July 2020 – aixigo, the international software provider for digital services in wealth management and investment advisory, has won André Brunner as Head of Product Management.
After completing his studies at...
blogs
Digital Platforms & Tools
Digital (Robo) Investing
29th June 2020
2.1. Overview
aixigo provides digital wealth management solutions for financial service providers across Self-Directed, Discretionary and Advised Investment models. Our platform consists of flexible microservices which can be seamlessly embedded...
blogs
Client Engagement & Management
Digital Platforms & Tools
27th June 2020
1.1. Current status & challenges
It is an ongoing challenge for wealth management firms to efficiently utilise technology to provide the best possible services for both the adviser and the...
news
12th June 2020
The globally operating investment manager Vontobel, the innovation service provider Zühlke and the globally operating software provider for digital financial services aixigo are working together.
The globally operating investment manager Vontobel,...
news
20th May 2020
Aachen, May 2020 - Zühlke, an internationally innovation service provider, and aixigo, the internationally active software provider for digital wealth management solutions, have decided on a strategic partnership.
The partnership between Zühlke...
news
20th May 2020
Aachen, May 2020 – aixigo, the internationally active software provider for digital wealth management solutions, has been included by FinTech Global in the list of the Top 100 WealthTech companies. One reason...
blogs
22nd April 2020
As a result, industry consolidation continues. The underlying problems will not be mitigated in the near future; on the contrary, new drivers of change will further strengthen the mix that...
news
20th January 2020
Aachen, January 2020 – aixigo, the international software provider for digital financial Wealth Management and Investment Advisory Services, is expanding its sales capacity in Germany, Austria and Scandinavia.
As Country Manager, Heiko...
news
17th January 2020
Aachen, January 2020 - With its API-based high-performance wealth management platform, the globally active software provider aixigo introduces the basis for the new digital asset management "Volt" of the Swiss investment...
news
29th December 2019
Aachen, December 2019 – aixigo, the international software provider for digital financial Wealth Management and Investment Advisory Services expands its presence in UK, Italy and Southern Europe. aixigo hires additional...
news
15th November 2019
Aachen, November 2019 – Hargreaves Lansdown selects the Germany-based international software provider aixigo AG as Technology Partner for their Future Advisory Services Software.
Designed for anybody who wants and has the means...