Solution introduction
Smart digital wealth management solution that improves advisors' productivity and empowers them to offer more personalized products and services. Works with any core banking platform
End-to-end investment process, from client profiling and assigning an investment strategy, to monitoring client portfolios, rebalancing and evaluation
Available to run in conjunction with any core banking platform, Avaloq Wealth allows financial institutions to efficiently grow across multiple jurisdictions, cater to demanding wealth clients at scale, and to facilitate a quick time-to-market for new offerings thanks to its API first approach.
It covers the end-to-end investment process, from client profiling and assigning an investment strategy (or model), to monitoring client portfolios, rebalancing, and evaluating performance, attribution and risk.
Avaloq Wealth combines a state-of-the-art user experience with strength in data integrity. It’s designed with an open microservices-based architecture and can be easily integrated with existing systems as well as our ecosystem of over 100 pre-integrated fintech solutions.
