The client data management platform trusted by the world’s leading asset managers
Aiviq brings 350+ sources of AUM, flow and revenue data into one reconciled book, so your teams can grow net sales, keep closer oversight of clients and automate financial reporting.
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Trusted by investment managers around the world
Global Head of Data
$100bn+ Multi-boutique
Head of Distribution Ops
$150bn+ UK Asset Manager
Distribution Data Manager
Position, Company name
Principal, Distribution Data
$1tbn+ Global Asset Manager
Distribution Data Manager
$100bn+ Multi-boutique
Principal, Distribution Data
$1tbn+ Global Asset Manager
“Aiviq has been a mission critical investment for us in the data fundamentals. My sales teams finally have visibility of underlying clients and can make effective account management decisions”
“Aiviq has been fully integrated with enterprise architecture. They consolidate our global client and sales data which we consume in Snowflake, enabling technology to deliver business apps quicker”
“Aiviq data has been fundamental in navigating recent market volatility and managing liquidity, giving us fresh visibility on AUM and Revenue dynamics across the whole business”
“The analytics we have been able to build off the back of reliable daily sales data from Aiviq has changed the mindset. Now we're looking to roll out to Institutional and incorporate other markets”
“As the Designated Person for Distribution for our Irish Funds, we use Aiviq to monitor European distributors. Aiviq's knowledge of the data and the client dynamics sets them apart”
“The Aiviq managed services free up time to embed sales analytics and increase CRM adoption. It also easily allows us to onboard new market data as we grow internationally”
“Aiviq has been a mission critical investment for us in the data fundamentals. My sales teams finally have visibility of underlying clients and can make effective account management decisions”
“Aiviq has been fully integrated with enterprise architecture. They consolidate our global client and sales data which we consume in Snowflake, enabling technology to deliver business apps quicker”
“Aiviq data has been fundamental in navigating recent market volatility and managing liquidity, giving us fresh visibility on AUM and Revenue dynamics across the whole business”
“The analytics we have been able to build off the back of reliable daily sales data from Aiviq has changed the mindset. Now we're looking to roll out to Institutional and incorporate other markets”
“As the Designated Person for Distribution for our Irish Funds, we use Aiviq to monitor European distributors. Aiviq's knowledge of the data and the client dynamics sets them apart”
“The Aiviq managed services free up time to embed sales analytics and increase CRM adoption. It also easily allows us to onboard new market data as we grow internationally”
| Field | Golden record | Source |
|---|---|---|
| Owner | UK Intermediary, Midlands | CRM |
| Branch | Birmingham office | AUM & Flow |
| Address | 18 Harlow Street, B3 1TR | Register |
| AUM | £184m across 3 platforms | AUM & Flow |
Client Companies & Contacts
Client data your whole firm can trust, in every system.
- Stop reconciling duplicate and orphaned records
- Keep hierarchies right through every merger
- Onboard new clients faster
- Work from one golden record in your CRM
- Let Aiviq do the stewardship heavy lifting
| Intermediary | AUM | Net flow | |
|---|---|---|---|
| Calderstone Wealth | $4.1bn | +$13.9m | |
| Harlow Beck | $2.7bn | +$8.2m | |
| Quillmere Financial | $1.9bn | +$5.6m |
Client AUM & Flow
Know which clients drive net new money, in every market.
- See which clients drive net new money
- Credit every trade to the team that earned it
- Give Sales and Finance one number to sign off
- Get revenue insight up to 60 days earlier
- Spot assets at risk and keep more clients
| Distributor | Invoiced | Calculated | Status |
|---|---|---|---|
| Harlow Beck Advisory | $44,900 | $42,180 | Flagged |
| Calderstone Wealth | $18,250 | $18,250 | Reconciled |
| Quillmere Financial | $27,600 | $27,410 | In tolerance |
Client Agreements & Terms
Calculate and control every fee and rebate.
- Onboard an agreement in less than 30 minutes
- Run oversight checks on every fee and rebate
- See net revenue by client, channel and fund
- Query your agreements with Document Search
- Calculate on your golden source AUM & Flows
Aiviq Intelligence
AI that works on client data you can trust
Aiviq Intelligence runs across the platform, so every model starts from client data that is already matched and governed. Half of our team works in R&D, building and tuning these models for asset management.
Bank of Singapore is likely to redeem in the next three months.
Allfunds file arrived 06:40. One position moved 4x its usual size.
Break flagged, chasing at sourceAiviq Insights
Research and insights
Aiviq whitepaper, 2026
The Intelligence Gap
How decision-grade data becomes the moat in an age of agentic AI.
Based on original research from the Aiviq Intelligence team, we look at why AI in asset management is moving faster than the client data beneath it, with four predictions for 2027 to 2028 and the early signs already in the market.
Download the whitepaper
Join the conversation
Interviews with industry leaders, market commentary and new ways asset managers are using Aiviq, shared first on LinkedIn.