Solution introduction
aixigo's API-based portfolio management software offers comprehensive services for all bank and financial service provider sectors, even with the radical opening of wealth management services to new business sectors through digitalisation
Our systems generate an efficiency boost for the management of classic wealth management mandates
The automation of individual DPM mandates for large portfolios is made significantly easier by partial automation, module methodology and system-supported quality assurance.
If you open up discretionary portfolio management for customers with lower investment amounts, our solutions help you to manage services in an economically attractive manner through efficient back office solutions and automation.
Portfolio management software, inclusive of the automated generation and processing of orders, enables an enormous increase in process efficiency. Scalable high-performance rebalancing algorithms ensure that our solutions are also ideally positioned for mass business and can be operated efficiently and stably - even under heavy loads. The digital communication channels associated with our portfolio management software make it easier to generate additional business with digitally savvy customers and make it easier to attract new customers.
USPs of our financial software technology
Client Engagement & Management, Digital Platforms & Tools, Portfolio Build, Analysis & Reporting
19/08/2020
Solution Details
With the flexible, highly scalable and fastest on the market portfolio management software, all discretionary portfolio management business models are possible from personal management of HNWIs, retail business or the robo advisor.
For the wealth manager, the wealth management software is a tool for efficient and flexible portfolio management. In addition to impressively simple and efficient component management, full overview and control options for the automated process flows, the reporting of the financial software provides content that delivers real added value for the client and contributes to an all-round positive client experience. Experience that digital wealth management with financial software is not just hype, but offers a real business advantage.
Portfolio Management Software Modules – Capabilities
aixigo's modules for portfolio management software are extremely versatile. They are suitable for use in discretionary portfolio management (DPM) as well as for robo advisor software due to the automation options. 
Key Data
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Financial Advisors
Client Regional Presence
- Western Europe
Portfolio Management Software
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