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.